Full-Time
Customer Success Enablement Specialist
Corporate Lending
Updated on 8/24/2026
Finastra
10,001+ employees
Banking software powering global financial institutions
No salary listed
Atlanta, GA, USA
Hybrid
Applicants must live in Atlanta or the immediate surrounding area. The role is not available to applicants residing in New York City or California.
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- Proven experience with Customer Success Enablement, CS Operations, Revenue Enablement, or Customer Success leadership roles.
- Experience supporting enterprise software-as-a-service Customer Success organizations in regulated or mission-critical environments.
- Proven ability to design operating models, playbooks, and enablement programs.
- Strong analytical and program management skills.
- Excellent stakeholder management and change leadership capabilities.
- Design and maintain global Corporate Customer Success playbooks across onboarding, adoption, renewal readiness, risk management, and escalations.
- Standardize Corporate Customer Success Plans, quarterly business review templates, executive business reviews, and outcome-tracking frameworks.
- Define coverage models, segmentation rules, and engagement cadences by customer tier.
- Establish renewal-readiness checklists and success criteria aligned to gross revenue retention targets.
- Build onboarding and continuous enablement programs for Customer Success Managers aligned to Corporate Lending workflows and regulatory environments.
- Develop role-based enablement for high-touch enterprise Corporate Customer Success Managers and scaled or digital Customer Success motions.
- Partner with regional leaders to diagnose performance gaps and deploy targeted enablement.
- Drive adoption of processes and tooling through training, certification, and change management.
- Define weekly and monthly operating cadences for health reviews, renewal risk, and adoption performance.
- Partner with Customer Success Operations and Revenue Operations to operationalize dashboards for health, adoption, renewal readiness, and churn risk.
- Embed success criteria into performance management and career frameworks for Customer Success Managers.
- Partner with Sales Enablement, Professional Services, Support, Product, Risk, and Compliance to ensure field motions align to delivery realities and regulatory constraints.
- Ensure consistent execution of customer lifecycle motions across regions and segments.
- Experience with financial services or lending platforms.
- Experience working within segmented Customer Success models, including enterprise and scaled Customer Success.
- Familiarity with Customer Success platforms and lifecycle tooling.
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
- June 29 2026 Maldives Premier Bank selected Finastra for 24/7 Swift connectivity.
- June 23 2026 Nordiska chose Finastra's Swift Service Bureau for direct Swedish rails access.
- March-June 2026 launches boosted AI, lending analytics, and mortgage conversion across active customers.
What critics are saying
- June 2026 sales of UB and U.S. Mid-Market hollow Finastra's core-banking franchise.
- Revenue concentration shifts toward payments and lending, increasing dependence on fewer product lines by 2027.
- Delayed regulatory approvals on the Pollen Street carve-out can disrupt customers and sales cycles.
What makes Finastra unique
- Finastra embeds software inside 7,000+ banks, including 40 of top 50 banks.
- June 2026 carve-outs prove valuable point products: Universal Banking, Phoenix, Malauzai, Analytics.
- March 2026 OperatorAssist and AI CoE deepen its payments-led operational workflow moat.
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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
Unit4 appoints Stuart Nash as Chief Operating Officer. Thu, 6th Aug 2026 (Today) Unit4 has appointed Stuart Nash as Chief Operating Officer, bringing Customer Success and IT operations under his leadership. Nash joins from Finastra, where he was Senior Vice President and Global Chief Information Officer. In the new role, he will oversee Customer Success, including the Success4U programme, alongside Unit4's IT operations team. The appointment also marks a leadership departure. Jean de Villiers, Chief Customer Officer, is leaving after helping establish the company's Customer Success strategy and positioning Success4U as its main customer engagement model. Nash's remit includes building on the current Customer Success set-up and working with the IT team on broader integration and optimisation of end-to-end business processes. Unit4 also said customers are now completing implementations in an average of 90 days. He brings experience across customer operations, technology and business transformation. At Finastra, he led a business responsible for USD $250 million in revenue, according to Unit4, while overseeing changes aimed at improving employee and customer experience. Earlier in his career, Nash held senior roles at NHS Test & Trace and Vodafone UK. At Vodafone, he spent more than 14 years leading customer and technology operations, as well as business-wide transformation programmes. Leadership change The move gives Nash responsibility for two functions closely tied to customer delivery and internal systems. For Unit4, it signals an effort to place service delivery, customer adoption and internal operational change under one executive. Simon Paris, Chief Executive Officer at Unit4, said: "Stuart brings 30 years of experience in operational leadership and transformation, which will be invaluable in helping IT Brief raise the bar for its customers as IT Brief continue to innovate. "Customer Success remains central to how we support our customers and helps us deliver the highest levels of satisfaction and retention. Stuart's brief is to build on the excellent work of the Success4U programme, which is accelerating customer migrations and delivering tangible and rapid time-to-value for our customers." Operational focus Nash will work on customer onboarding and adoption, while also focusing on how IT supports the wider business. That includes the relationship between internal systems, service delivery and business processes across the company. Unit4, which sells cloud-based business software, has increasingly emphasised Customer Success as a way to support migrations and implementations. Bringing that organisation together with IT operations under one executive suggests it wants tighter coordination between customer-facing work and internal execution. That may be particularly relevant as software groups try to cut deployment times and improve retention among existing customers. Unit4 said its current model has already shortened implementation periods to 90 days on average. Nash said: "It is exciting to be joining Unit4 as it implements its 2030 strategy to significantly grow the business. "Our Customer Success strategy will be integral to bringing our customers on the journey with Unit4 to maximise the value they receive from our AI-native ERP capabilities. Likewise, we must continue to drive innovation and operational transformation in our approach to IT and business processes to best support our teams as they look to deliver value to our customers."
Unit4 hires Stuart Nash as Chief Operating Officer. London, UK August 6, 2026 Customer Success and IT Operations to align under Nash's leadership London, UK, 6th August 2026 - Unit4, a leader in enterprise cloud applications for people-centric organisations, today announced that Stuart Nash is joining the company as Chief Operating Officer (COO). He will assume responsibility for Customer Success, including the Success4U programme, and Unit4's IT operations team. Stuart joins the company from Finastra where he was Senior Vice President and Global Chief Information Officer and brings a wealth of experience from a variety of executive customer, IT and transformational leadership roles. Unit4 has appointed Stuart as COO to build on the significant achievements of the Customer Success organisation, which has established a highly efficient and effective model for delivering services to customers. He will be responsible for building on the accelerated onboarding and adoption cycles for customers, who now experience implementations in just 90 days on average. He will also work closely with the IT team to enhance its role as a digital enablement partner for the business, as well as focusing on the broader integration and optimisation of Unit4's end-to-end business processes.
DLCG announces deal to buy Filogix. Dominion Lending Centres Inc. has acquired Filogix from Finastra Holdings Limited for $58.5 million in cash, a deal that puts a mortgage giant in control of the two platforms its own brokers and competitors have long depended on to submit deals to lenders. The deal, announced August 4, adds Filogix's Expert, Expert Plus, and FXLink platforms to DLC Group's existing technology portfolio. That portfolio already includes Newton Connectivity Systems' Velocity platform - meaning a single publicly traded company now holds ownership stakes in the two dominant submission networks that Canadian mortgage brokers use to get deals to lenders. It is the first time both platforms have sat under common ownership. A consolidation of Canada's mortgage plumbing. Filogix platforms link more than 8,000 mortgage brokers with approximately 350 lenders and other industry participants, supporting the mortgage application process from submission through underwriting and providing workflow, compliance, and data tools across the ecosystem. In the 12 months ended May 31, Filogix processed approximately $60 billion in funded mortgage volumes, according to DLC Group. "This is a highly strategic acquisition for the DLC Group," said Gary Mauris, co-founder and chief executive officer of Dominion Lending Centres Inc. in British Columbia. "By bringing both Filogix and Velocity under the DLC Group banner, we significantly enhance our access to real-time market data and insights, while adding important redundancy across our critical connectivity infrastructure to ensure reliable and operational resilience for our customers." Despite landing under a common owner, Filogix will operate as a standalone, wholly owned subsidiary, remaining functionally separate from Newton Connectivity Systems. DLC Group said the structure is intended to preserve uninterrupted service for existing Filogix customers and partners. The company committed to continued investment in Filogix's technology infrastructure, customer service, and data security.
Maldives Premier Bank selects Finastra to power international banking capabilities
Nordiska partners with Finastra for payment transformation. Redefining strategies for Swift access. Look out, Sweden! Nordiska is muscling up its payments game by hooking up with Finastra's Swift Service Bureau. This collaboration isn't just any old handshake; it's a full-on pact to supercharge Nordiska's access to the Swift network and the nation's key infrastructure, including the mighty Riksbank's real-time settlement system, RIX RTGS. You know, the kind of move that says they're not just playing with the big dogs - they're ready to lead the pack. Cutting out the middleman. For all you banking aficionados out there, you might remember how Nordiska used to lean on partner banks for the heavy lifting in accessing central bank money. Not anymore. This new setup hands Nordiska the reins to control their liquidity and daily operations directly, having finally given the old middleman the boot. It's about time, right? In this business, control is everything, and Nordiska is lining up its chess pieces for a future that promises less hassle, more speed, and lots of saved bucks. Paving the way for instant payments. This alliance is like setting the stage for an instant payment extravaganza. With plans to tap into RIX INST for instant payments looming on the horizon, Nordiska is making sure they're not just catching up to the future; they're out to shape it. According to Jonas Hultin, Nordiska's CPO, this isn't just about cutting red tape. They're building a streamlined and scalable platform that'll let them zip through payment flows and nail the independent game. Think of it as grabbing the wheel to their own destiny, accelerating ahead of the everyone else still stuck in the slow lane. Finastra's cornerstone for growth. You can't help but raise a glass to Finastra here. For Nordiska, partnering with a heavyweight like Finastra means diving into a proven solution pool - one that expertly dances through both local and international regulatory hoops. With their support, Nordiska isn't just getting by - they're optimizing. Nordiska customers can bet on heightened efficiency and robust compliance as part of the package deal, as they navigate Sweden's critical payment rails with newfound agility. Barry Rodrigues, the EVP of Payments at Finastra, couldn't have put it better: these folks are all about reinforcing resilience and availability expectations. It's Finastra's forte to bolster banks of all sizes with tools that strengthen payment and settlement infrastructure. Nordiska's leap is another feather in Finastra's cap, underlining their prowess in the Nordic regions. "This partnership gives us a streamlined and scalable platform to manage our payment flows and liquidity directly," said Jonas Hultin. The future is now. So, here's the scoop: Investors Hangout, LLC is staring at a future where Nordiska isn't just holding its ground - it's laying it down. With Finastra's backing, this Swedish challenger bank is bracing for a brave new financial world where speed and efficiency are king. Whether or not they'll seize the crown remains to be seen, but you can bet this isn't the last Investors Hangout, LLC'll hear from them.