F

Finastra

Banking software powering global financial institutions

Customer Success Director - Corporate Lending

Full-Time
No salary listed
Expert
London, UK
Hybrid

About the job

Requirements
  • Proven, demonstrable experience in Customer Success, Account Management, Client Services, or similar customer-facing roles within enterprise software or Software as a Service environments.
  • Proven success managing complex enterprise customer portfolios and driving retention and renewal outcomes.
  • Experience within financial services, corporate lending, banking technology, or trade finance.
  • Strong executive stakeholder management and customer engagement skills.
  • Demonstrated ability to operate within metrics-driven Customer Success frameworks using customer health and adoption data.
  • Experience leading customer transformation initiatives, including cloud adoption, Software as a Service migrations, or platform modernization.
  • Excellent communication, presentation, and relationship-building skills across technical and business audiences.
  • Strong analytical and problem-solving capabilities with a proactive approach to risk management.
Responsibilities
  • Drive customer adoption, value realization, and business outcomes across a portfolio of Corporate Lending customers.
  • Develop and execute Customer Success Plans aligned to customer objectives and strategic priorities.
  • Monitor customer health, usage trends, and risk indicators, proactively addressing challenges and managing escalations.
  • Lead customer engagements including onboarding, success reviews, and executive business reviews.
  • Partner with Sales teams to support renewals, increase retention, and identify expansion opportunities.
  • Act as a trusted advisor and executive sponsor for key strategic accounts.
  • Support customer transformation initiatives including cloud migration, platform modernization, upgrades, and Software as a Service adoption.
  • Drive adoption of new product capabilities and promote best practices for change management and user adoption.
  • Collaborate with Product, Engineering, Support, and Professional Services teams to resolve issues and improve customer outcomes.
  • Provide customer insights and feedback to influence product strategy and service improvements.
  • Contribute to revenue retention, customer satisfaction, and overall portfolio growth through effective customer engagement.
Desired Qualifications
  • Experience with Corporate Lending solutions such as Loan IQ, Trade, or Corporate Channels.
  • Previous people leadership or team management experience.

About the company

Finastra provides software for banks and other financial institutions, including cloud-based platforms and modular apps for core banking, retail/transaction banking, lending, and treasury. Its products run in the cloud or on-premises as integrated solutions that handle back-end processes, account management, and operations. The company differentiates itself with open platforms and cloud-first approaches, built from the Misys and D+H merger and supported by Vista Equity Partners, used by many large banks. Its goal is to help financial institutions modernize and innovate with scalable, open software across a wide range of services.

Company Size

10,001+

Company Stage

Debt Financing

Total Funding

$5.3B

Headquarters

London, United Kingdom

Founded

2017

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Simplify's Take

What believers are saying

  • September 28, 2026 Supply Chain Finance expands connected working-capital sales across banks.
  • Komgo partnership on September 16, 2026 plugs Finastra into broader digital trade workflows.
  • BNI said January 12, 2026 Finastra cut trade onboarding time about 25%.

What critics are saying

  • Vista's September 14, 2026 strategic review signals a sale, merger, or breakup.
  • Finastra agreed on August 19, 2026 to a $3.125 million data-breach settlement.
  • Reuters said Finastra shed Treasury, Student Lending, and two banking units in 2026.

What makes Finastra unique

  • Trade Innovation and Loan IQ anchor Finastra's deep trade-finance and lending workflow moat.
  • Global PAYplus and Payments To Go ride ACH, ISO 20022, and cross-border modernization.
  • Nacha named Finastra a Preferred Partner on August 25, 2026, validating payments credibility.

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Benefits

Unlimited Paid Time Off

Hybrid Work Options

Wellness Program

Health Insurance

Life Insurance

Disability Insurance

401(k) Retirement Plan

401(k) Company Match

Paid Vacation

Paid Sick Leave

Paid Holidays

Paid Time Off for Volunteering

Family Planning Benefits

Fertility Treatment Support

Career Development

Recognition

Company News

Finovate
Sep 29th, 2026
Finastra introduces Supply Chain Finance, Repair Recommendations.

Finastra introduces Supply Chain Finance, Repair Recommendations. Financial services software provider Finastra announced a pair of new offerings this week. Finastra Supply Chain Finance (SCF) will help banks scale working capital programs faster and stimulate growth. SCF is integrated with Finastra's Trade Innovation and Loan IQ platforms via the Nexus API suite and allows banks to offer connected trade, lending, and supply chain finance services. SCF supports buyer and supplier acquisition, onboarding, fulfillment, servicing, risk management, and secondary market distribution. The technology provides straight-through processing and connects with ERP systems and trade ecosystem partners through the Nexus API suite. SCF also offers a rich data foundation for decisioning and portfolio management. The solution is built on a cloud-native architecture and is available via a variety of deployment models, from on-premises to SaaS. "Banks are looking for ways to bring new working capital solutions to market faster to capture new revenue streams delivered through STP journeys, and lower costs, while addressing operational risks and regulatory complexity," Vinay Mendonca, Finastra's Head of Product, Trade Supply Chain Finance and Corporate Channels, said. "By combining new supply chain finance capabilities with Trade Innovation and Loan IQ, we're enabling banks to take a more connected approach to working capital. This launch marks an important milestone in the evolution of our Trade Innovation platform as we look to bring more API, AI, and cloud-led innovation to the market, leveraging our deep expertise in the trade domain, to help institutions innovate and grow." SCF will help banks accelerate product launches, provide holistic working capital management, automate risk distribution, enhance risk management, and scale efficiently thanks to straight-through processing, real-time servicing, and high-performance architecture. Finastra noted that it plans to expand the capabilities of SCF to include purchase order (PO) finance, pre- to post-shipment finance, inventory finance, distributor finance, as well as other working capital solutions. The release of SCF is the company's latest investment in its Trade Innovation and Loan IQ offerings. Trade Innovation is Finastra's digital trade finance platform that enables institutions to automate workflows, reduce risk, and improve working capital efficiency. Loan IQ is the company's commercial and corporate loan management and servicing software. SCF extends Finastra's goal of offering institutions a connected working capital ecosystem through a unified commercial and risk management framework. Finastra also unveiled a new AI-powered capability within its OperatorAssist solution. Repair Recommendations, announced this week, will enable banks to respond faster to rising payment volumes by bringing better decision-making into their existing workflows. The new offering is designed to help banks avoid the kind of errors and disruptions that can hinder traditional payment processing by enabling teams to resolve issues faster, manage higher volumes more efficiently, and boost success rates without introducing additional complexity. Repair Recommendations simplifies complex repair scenarios, identifies payment discrepancies and underlying causes, decreases dependence on specialized expertise, and reduces the amount of time and effort required by payment operations teams to manage and resolve payment exceptions. This allows banks to manage higher payment volumes more efficiently as demand from real-time cross-border activity, infrastructure modernization, and digital commerce continues to grow. "With Repair Recommendations, we're empowering banks to upgrade their payment operations - reducing resolution times and minimizing errors," Barry Rodrigues, Finastra EVP, Payments, said. "As payment volumes increase, AI can help deliver immediate value by accelerating repairs, streamlining onboarding, and strengthening resilience. We're helping banks to scale their operations and deliver faster, more reliable services to their customers." Headquartered in London, Finastra was formed in 2017 through the combination of Finovate alum Misys and D+H. In addition to its loan servicing and trade innovation platforms, Finastra offers solutions for payments (Global PAYplus and Payments to Go), core banking (Essence), mortgages (Mortgagebot), and more.

PR Newswire
Sep 29th, 2026
Finastra launches ai-powered Repair Recommendations for modern payments processing.

Finastra launches ai-powered Repair Recommendations for modern payments processing. Sep 29, 2026, 07:00 ET New scheme-aware guidance feature within AI OperatorAssist will streamline payments repair across the lifecycle, reducing complexity and supporting growth MIAMI, Sept. 29, 2026 /PRNewswire/ - Today at Sibos 2026 in Miami, Finastra announced the launch of Repair Recommendations - a new AI-powered capability within AI OperatorAssist. This move will help banks respond more quickly to growing payment activity by adding smarter decision-making into their existing workflows. Traditional payment processing issues like errors and disruptions cost the industry billions yearly, hinder seamless transactions, and increase manual effort. By implementing Repair Recommendations, teams will be able to resolve issues faster, manage higher volumes more smoothly, and increase success rates without added complexity or manual burden. How Repair Recommendations Will Help Banks Operate More Efficiently * Reduces the time and effort required by payment operations teams - including wire-room operators, exception and repair specialists, and technical support staff - to manage and resolve payment exceptions. * Simplifying complex repair scenarios leads to more consistent exception handling, reduced error rates, and increased operational capacity. * The cloud-native feature will identify payment discrepancies, analyze underlying causes and provide industry-standard schemes and network rule-validated recommendations - such as Swift, Fedwire, SEPA, UPI and Nexus - to ensure accurate and compliant corrections. * Decreases dependence on specialized expertise and accelerates onboarding for new staff by offering reliable repair guidance. * Enables banks to manage higher payment volumes more efficiently as demand rises for real-time cross-border capabilities, infrastructure modernization, and digital commerce. Executive Perspective Barry Rodrigues, EVP, Payments at Finastra, said "With Repair Recommendations, we're empowering banks to upgrade their payment operations - reducing resolution times and minimizing errors. As payment volumes increase, AI can help deliver immediate value by accelerating repairs, streamlining onboarding, and strengthening resilience. We're helping banks to scale their operations, and deliver faster, more reliable services to their customers." "Manual processes continue to pose a major operational risk for financial institutions," said Robin LoGiudice, Strategic Advisor, Datos Insights. "Despite automation advances, payment teams still spend extensive time sourcing data and diagnosing exceptions, making operations costly and slow. AI-powered, validated, scheme-aware recommendations accelerate the gathering, extraction, and analysis of payment information, enabling faster exception resolution while improving efficiency and precision." Advancing Payment Efficiency through Intelligent Guidance Repair Recommendations will complement Global PAYplus and Payments To Go, extending AI OperatorAssist's investigative and analytical foundations as well as enhancing the existing payments processing environment. Recommendations are designed to assist human-decision making, with each action subject to review and approval, thereby enhancing guidance reliability and enabling continuous refinement. The solution reflects Finastra's ongoing commitment to expanding innovative AI capabilities across the payment lifecycle whilst keeping governance and human-in-the-loop at the forefront. Visit Finastra at Sibos on booth #H015. For further information please contact: About Finastra Finastra is a global leader in financial services software, trusted by thousands of customers - including many of the world's top banks - in over 100 countries. Backed by Vista Equity Partners, we partner with financial institutions to deliver modern, reliable technology that helps them adapt, grow, and serve their customers with confidence. Visit www.finastra.com or follow Finastra on LinkedIn. SOURCE Finastra

PR Newswire
Sep 28th, 2026
Finastra launches Supply Chain Finance to help banks accelerate working capital growth

Finastra has launched Supply Chain Finance (SCF), a cloud-based platform designed to help banks scale working capital programmes and accelerate growth. Announced at Sibos 2026, the solution integrates with Finastra's Trade Innovation and Loan IQ platforms through the Nexus API suite. The end-to-end platform supports buyer and supplier acquisition, onboarding, fulfilment, servicing, and risk management. It features AI-enabled fraud detection, automated risk distribution, and straight-through processing. The system connects with ERP systems and trade ecosystem partners whilst managing limits and exposures across multiple finance products. Future releases will expand capabilities to include purchase order finance, pre- to post-shipment finance, inventory finance, and distributor finance. The platform is available through flexible deployment models, from on-premise to SaaS.

FinTech Global
Sep 16th, 2026
Finastra and Komgo partner to streamline digital trade finance.

Finastra and Komgo partner to streamline digital trade finance. September 16, 2026 Finastra, a global financial services software provider, and Komgo, a digital trade finance platform, have partnered to connect their trade finance systems and reduce the manual processes created by fragmented infrastructure. The collaboration will use Finastra's Trade Innovation Nexus, an open application programming interface (API) layer, to connect Komgo's Konsole trade finance platform directly with Finastra's Trade Innovation system. The integration is designed to help banks and their corporate customers streamline trade finance workflows without requiring institutions to replace their existing infrastructure. By connecting the two platforms, the companies aim to reduce manual processing and transaction times, while supporting greater straight-through processing across trade finance workflows. Digital and auditable processes are also intended to improve visibility across transactions and support compliance, reporting and audit requirements. The integration is expected to give financial institutions greater access to information across the trade finance process, supporting risk assessment and management while reducing some of the operational complexity associated with disconnected systems. Backed by Vista Equity Partners, Finastra provides financial services software to thousands of institutions across more than 100 countries, including many of the world's largest banks. Its technology covers areas including payments, lending, trade finance and universal banking. Komgo is a Geneva-headquartered fintech focused on trade finance digitalisation. Its multi-bank platform connects corporates and financial institutions to manage and automate trade finance instruments including guarantees, standby letters of credit and documentary credits. The partnership comes as financial institutions continue to digitise trade finance processes, with interoperability between platforms remaining a challenge as banks and corporates use multiple systems across their operations. Komgo chief revenue officer Baptiste Audren said, "Finastra's global presence, open platform approach and strong commitment to innovation in trade finance made it a natural partner for us. Digital trade continues to make global commerce more accessible and efficient, but progress often comes with added complexity. This is exactly where technology can help. By connecting Komgo's trusted, multi-bank digital trade finance infrastructure with Finastra's Trade Innovation, we are bringing our proven digital trade capabilities to a broader base of banks and corporates through Finastra's extensive client base, while giving Finastra's customers direct access to the industry's most widely adopted trade finance network." Finastra head of trade & supply chain finance and digital channels Vinay Mendonca added, "This partnership reflects our shared commitment to helping Financial Institutions modernize trade finance through open, connected technologies. By combining Finastra's deep trade finance capabilities with Komgo's digital trade services through our Nexus API integration layer, we are enabling customers to reduce complexity, increase transparency and provide more streamlined trade finance experiences." Enjoying the stories? Investors. The following investor(s) were tagged in this article.

PR Newswire
Aug 27th, 2026
Finastra positioned as a Leader in the SPARK Matrix(TM): Digital Banking Platform 2026 by QKS Group.

Finastra positioned as a Leader in the SPARK Matrix(TM): Digital Banking Platform 2026 by QKS Group. Aug 27, 2026, 06:30 ET * The QKS Group SPARK Matrix(TM) provides competitive analysis & ranking of the leading digital banking platform vendors. * Finastra, with its comprehensive corporate banking platform, has received strong ratings across technology excellence and customer impact. PUNE, India, Aug. 27, 2026 /PRNewswire/ - QKS Group announced today that it has named Finastra as a leader in the SPARK Matrix(TM): Digital Banking Platform, 2026. Akhilesh Vundavalli, Principal Analyst at QKS Group, states, "Finastra is well positioned in the evolving Digital Banking Platform market through the depth of its corporate banking capabilities and its ability to unify trade finance, cash management, lending, payments, liquidity, and treasury services within a consistent digital experience. Finastra Corporate Channels enables banks to deliver secure web and mobile self-service, role-based dashboards, complex approval and entitlement structures, transaction tracking, reporting, and client administration while connecting with Finastra and third-party back-office systems through open APIs and ERP integration. With its alignment to Trade Innovation and Loan IQ, configurable workflows, and embedded Assist.AI capabilities, Finastra offers a compelling value proposition for banks seeking to modernize complex corporate and commercial banking journeys without further fragmenting their transaction banking environment." Divya Baranawal, Vice President and Principal Analyst at QKS Group, states, "Finastra's positioning as a Leader in the Digital Banking Platform market reflects its ability to address a critical priority for corporate banks: digitizing complex client services while preserving security, regulatory control, operational resilience, and connectivity with established banking infrastructure. Finastra Corporate Channels brings together trade finance, lending, cash management, payments, liquidity, and treasury interactions through a unified digital environment supported by granular entitlements, authorization structures, maker-checker controls, auditability, mobile access, and API-led connectivity. Its differentiation is further strengthened by its alignment with Finastra's broader transaction banking portfolio and the introduction of Assist.AI for contextual and conversational user support. This enables banks to improve corporate self-service, simplify complex workflows, and build a more connected digital banking operating model while maintaining the control and flexibility required across sophisticated commercial banking operations." QKS Group defines Digital Banking Platform that enables banks and FI's to digitize banking operations and integrate various banking activities, including digital onboarding, account management, lending and deposits, payments, transfers and withdrawals, transaction management, wealth management, and fund management, to provide customers with a seamless and cohesive banking experience across all digital touch-points, such as mobile, online, kiosks, wearables, and ATMs. The platform empowers financial institutions to manage, control, and optimize their digital operations across all devices and channels, while enabling customers with real-time capabilities to manage accounts, transfer funds, and monitor finances efficiently. Furthermore, the platform leverages AI/ML and predictive analytics to deliver personalized, intelligent, and seamless customer engagement across various digital touchpoints, thereby accelerating digital transformation. Finastra differentiates itself within the Digital Banking Platform market through a corporate-focused digital engagement platform that unifies trade finance, cash management, lending, payments, liquidity, and client self-service. Finastra Corporate Channels combines secure web and mobile access, role-based dashboards, complex approval structures, configurable workflows, and API-led integration with Finastra and third-party systems. Its alignment with Trade Innovation and Loan IQ, together with emerging Assist.AI capabilities, strengthens its value for banks seeking to simplify corporate banking journeys and deliver a more connected digital experience. The QKS Group SPARK Matrix(TM) includes a detailed analysis of the global market dynamics, major trends, vendor landscape, and competitive positioning. The study also provides a competitive analysis and ranking of the Digital Banking Platform, 2026 providers in the form of the SPARK Matrix(TM). The study also provides strategic information for users to evaluate different vendor capabilities, competitive differentiation, and market positions. "We're delighted to be recognized as a leader in digital banking," said Vinay Mendonca, Head of Product, Trade & Supply Chain Finance and Digital Channels at Finastra. "This recognition reflects the strength of Corporate Channels as a modern, unified digital banking platform and validates our ongoing investment in cloud-enabled, API-first technology. We remain focused on helping financial institutions accelerate innovation, deliver exceptional client experiences and unlock greater value through AI-powered capabilities." Additional Resources: About Finastra: Finastra provides the mission-critical software that powers thousands of financial institutions in more than 100 countries - including many of the world's leading banks. Its technology helps financial institutions move money as well as extend and service loans that financial services businesses and consumers rely on every day. Backed by Vista Equity Partners, Finastra combines deep financial services expertise with secure, reliable and scalable technology to help customers modernize operations, accelerate innovation, and grow their businesses in a rapidly evolving industry. Visit Finastra or follow Finastra on LinkedIn. Media Contact: Caroline Duff Global PR Director T +44 (0)7917 613586 E - [email protected] Finastra.com About QKS Group QKS Group is a global analyst and advisory firm helping enterprises, technology vendors, and investors make trusted, data-driven decisions. Our portfolio spans the flagship SPARK Matrix(TM) evaluation framework, SPARK Plus(TM) analyst advisory platform, QKS Intelligence(TM) for market and competitive tracking, and QKS Community(TM) for CXO leaders and practitioners. All offerings are powered by a Human-Intelligence-driven framework and QKS's closed-loop research methodology - integrating expert-led insights, quantitative modeling, and continuous validation to deliver credible, outcome-focused intelligence. For more available research, please visit Research SOURCE QKS Group