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NEXTMOVEFDE careers · United States

Customer Success Manager

AI summary of the role

The Customer Success Manager owns post-sale customer relationships for Finastra's banking software, driving adoption, value realization, and retention.

No longer in the current catalog. Last included 2026-09-09. Check the employer’s posting for availability.

What you’ll do

  • Lead proactive customer engagement from point of sale, establishing and maintaining a consistent cadence throughout the customer journey.
  • Develop Customer Success Plans that connect customer business goals with Finastra’s value propositions; define and track value realization and solution adoption.
  • Identify cross‑sell and up‑sell opportunities aligned with customer strategy; collaborate with Sales to progress them.
  • Proactively identify risks within accounts; orchestrate and mediate escalation resolution by coordinating the right internal stakeholders.

What you’ll bring

  • Experience in a customer‑facing role such as consulting, customer support, or account management, including issue resolution and relationship management.
  • Demonstrated ability to build Customer Success Plans and deliver measurable outcomes (e.g., NPS results, retention).
  • Strong communication, presentation, and interpersonal skills, with the ability to influence, negotiate, and challenge stakeholders effectively.
  • Customer‑centric mindset with a passion for delivering excellence and driving customer value.

About Finastra

Vista-backed banking software platform for lending, payments, and core banking, embedded in mission-critical systems across thousands of financial institutions.

Private Late · 5000+ people

Source and classification

Customer adoption & accounts · Evidence for this classification:

Who are we? At Finastra, we’re a global leader in financial services software, dedicated to expanding access to financial services and shaping what’s next for the industry. Our technology powers mission‑critical solutions across Lending, Payments and Universal Banking, supporting over 7,000 customers, including 80% of the world’s top 50 banks, in more than 110 countries. What Will You Contribute? The Customer Success Manager (CSM) uses deep industry and product knowledge, business strategy insight, and strong account management skills to ensure customers achieve measurable value from Finastra’s solutions and services. You will partner closely with Account Executives from presales through the full customer lifecycle. While AEs coordinate activity through the sales cycle, you own customer success from point of sale—driving adoption, value realization, customer satisfaction, and
More from the job description

Who are we? At Finastra, we’re a global leader in financial services software, dedicated to expanding access to financial services and shaping what’s next for the industry. Our technology powers mission‑critical solutions across Lending, Payments and Universal Banking, supporting over 7,000 customers, including 80% of the world’s top 50 banks, in more than 110 countries. What Will You Contribute? The Customer Success Manager (CSM) uses deep industry and product knowledge, business strategy insight, and strong account management skills to ensure customers achieve measurable value from Finastra’s solutions and services. You will partner closely with Account Executives from presales through the full customer lifecycle. While AEs coordinate activity through the sales cycle, you own customer success from point of sale—driving adoption, value realization, customer satisfaction, and long‑term retention. Working in collaboration with the broader BU CXO teams, you will help deliver an excellent customer experience and support Finastra’s strategic goals of improved retention, increased adoption, and customer value creation. Responsibilities & Deliverables: Deliver Finastra’s success strategy in alignment with the defined success framework and coverage model. Build strong internal partnerships across Sales, Support, Services, and Product to ensure a seamless and positive customer [... source excerpt omitted ...] d proactive customer engagement from point of sale, establishing and maintaining a consistent cadence throughout the customer journey. Develop Customer Success Plans that connect customer business goals with Finastra’s value propositions; define and track value realization and solution adoption. Maximize value for customers by coordinating internal teams, sharing feedback, driving improvements, and highlighting success stories. Partner with Services and Customer Support to ensure customers receive proper training and understand how to fully leverage available resources. Identify cross‑sell and up‑sell opportunities aligned with customer strategy; collaborate with Sales to pro [... source excerpt omitted ...] risks within accounts; orchestrate and mediate escalation resolution by coordinating the right internal stakeholders. Ensure clear tracking and reporting on adoption, usage, and customer health metrics. Maintain strong customer relationships built on credibility, consistency, and value delivery. Required Skills & Experience: Experience in a customer‑facing role such as consulting, customer support, or account management, including issue resolution and relationship management. Demonstrated ability to build Customer Success Plans and deliver measurable outcomes (e.g., NPS results, retention). Strong communication, presentation, and interpersonal skills, with the ability to i

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