F

Finastra

Banking software powering global financial institutions

Customer Success Manager

Full-TimeUpdated on 10/24/2026
No salary listed
Mid
Atlanta, GA, USA
In PersonApplicants must be in Atlanta or nearby; residents of New York City and California are not considered.
Customer Experience & SupportCustomer Success

About the job

Requirements
  • Experience in a customer-facing role such as consulting, customer support, or account management, including issue resolution and relationship management.
  • Ability to build Customer Success Plans and deliver measurable outcomes such as NPS results and retention.
  • Ability to communicate and present effectively, influence, negotiate, and challenge stakeholders.
  • Customer-centric mindset focused on delivering excellence and driving customer value.
  • Ability to work autonomously, take ownership, and maintain accountability.
  • Design-thinking mindset, root-cause identification, and problem-solving capabilities.
  • Prioritization and reporting skills, including synthesizing and communicating key insights.
  • Commercial and business acumen, including understanding and discussing customer business drivers.
Responsibilities
  • Deliver Finastra’s success strategy in alignment with the defined success framework and coverage model.
  • Build internal partnerships across Sales, Support, Services, and Product to ensure a seamless and positive customer experience.
  • Lead proactive customer engagement from point of sale and maintain a consistent cadence throughout the customer journey.
  • Develop Customer Success Plans connecting customer business goals with Finastra’s value propositions; define and track value realization and solution adoption.
  • Maximize customer value by coordinating internal teams, sharing feedback, driving improvements, and highlighting success stories.
  • Partner with Services and Customer Support to ensure customers receive appropriate training and understand how to use available resources.
  • Identify cross-sell and up-sell opportunities aligned with customer strategy and collaborate with Sales to progress them.
  • Identify account risks proactively and coordinate internal stakeholders to mediate and resolve escalations.
  • Track and report adoption, usage, and customer health metrics.
  • Maintain customer relationships based on credibility, consistency, and value delivery.

About the company

F

Finastra

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Website

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 SCF and Repair Recommendations launches deepen payments and working-capital offerings.
  • Komgo integration on September 16, 2026 expands trade finance reach without replacement friction.
  • BNI said January 12, 2026 Finastra Trade Innovation cut onboarding time roughly 25%.

What critics are saying

  • Vista explored a full or partial sale in September 2026, signaling ownership instability.
  • S&P kept Finastra at B- in July 2025, citing roughly 16x leverage.
  • Asset sales shrink revenue; TCM, Universal Banking, and U.S. mid-market exits weaken scale.

What makes Finastra unique

  • Finastra powers 90 of top 100 banks with mission-critical payments and lending software.
  • Trade Innovation, Loan IQ, and Global PAYplus create sticky cross-sell across banking workflows.
  • Nacha named Finastra a Preferred Partner on August 25, 2026, validating ACH expertise.

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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

Company News

ChannelDrive
Oct 23rd, 2026
Tech Mahindra acquires Finastra's Cash Management product suite.

Tech Mahindra acquires Finastra's Cash Management product suite. October 23, 2026 15:00 IST Tech Mahindra, a provider of AI-powered digital transformation and technology consulting solutions to enterprises across industries, has acquired Finastra's Cash Management product suite, comprising Fusion Cash Management (FCM), Fusion Virtual Accounts (FVA) and Fusion Liquidity Management (FLM). The acquisition positions the product suite for continued investment, innovation and growth under Tech Mahindra's Banking, Financial Services and Insurance (BFSI) solutions portfolio. It also aims to ensure continuity for existing customers through sustained platform access, ongoing services and customer support, along with the transition of experienced product engineering and customer success talent to Tech Mahindra. Tech Mahindra has acquired the intellectual property associated with the FCM, FVA and FLM products along with IP and capabilities across CashPlus, Global CashPlus, Application Programming Interfaces (APIs), payables, receivables, balance and transaction reporting, liquidity management, cash-flow forecasting and virtual accounts. Corporate and institutional banks are increasingly focused on improving real-time cash visibility, liquidity optimization, automated payables and receivables, compliance, API-enabled treasury connectivity and lower operating complexity. With ownership of the Cash Management suite, Tech Mahindra is better positioned to help banks address these evolving priorities across cash, liquidity and transaction banking capabilities. "The acquisition of Finastra's Cash Management product suite strengthens our banking products portfolio and expands our ability to support financial institutions across critical cash and liquidity management needs," said, Anil Venuturupalli, SVP, Banking Group & Chief Product Officer, Financial Services, Tech Mahindra. "Through this acquisition, we are creating a strong foundation for continued innovation. Our focus is on evolving these capabilities to help banks address the growing demand for intelligent, connected and efficient cash management solutions." The acquisition combines product IP ownership, an installed customer base, expert product and customer-success talent, Tech Mahindra's Finastra Centre of Excellence, and the existing Tech Mahindra and Finastra partnership credibility. Together, these elements support customer continuity while creating a stronger foundation for future product-led growth in transaction banking. "This is a good next step for these products, and, most importantly, for the customers who rely on them," said Ruchir Purwar, Head of Partnerships & Cross Selling Sales for Finastra. "Tech Mahindra brings deep banking and technology expertise and already knows our business well. We're confident they are well positioned to take these solutions forward and continue supporting customers as their needs evolve." The acquisition further strengthens Tech Mahindra's Banking Products portfolio and creates an IP-led platform to support growth across cash management, liquidity management, virtual accounts, supply chain finance, cashflow forecasting and adjacent transaction banking opportunities.

FinTech Global
Oct 21st, 2026
BRAC Bank launches digital trade finance platform.

BRAC Bank launches digital trade finance platform. October 21, 2026 BRAC Bank, a major private commercial bank in Bangladesh, has launched a new digital trade finance platform with Finastra and Conpend, aiming to streamline corporate transactions and improve operational efficiency. The platform combines Finastra's Trade Innovation and Corporate Channels with Conpend's Trade AI technology, bringing previously fragmented processes into a unified digital system. BRAC Bank expects the deployment to increase straight-through processing rates and give corporate customers and employees greater visibility across the trade finance lifecycle. The modernisation comes as rising trade volumes and changing customer expectations place greater demands on banks' operational infrastructure. By consolidating its processes, BRAC Bank aims to improve efficiency while establishing a scalable foundation for future growth. The platform is designed to accelerate the introduction of new services and help the bank respond to evolving industry standards, including ISO 20022 and Swift SR2026. Corporate customers can use a single channel to submit requests, collaborate securely, approve transactions and track their progress in real time. The system is also intended to give corporate clients greater control over their transactions while maintaining governance standards. Its open, scalable architecture will allow BRAC Bank to introduce additional capabilities, accommodate higher transaction volumes and adopt new technologies as its requirements evolve. Finastra supplies software to financial institutions across more than 100 countries, supporting areas including payments, lending and loan servicing. The company is backed by Vista Equity Partners. BRAC Bank is listed on the Dhaka Stock Exchange under the ticker BRACBANK. The platform launch builds on an existing relationship with Finastra focused on improving the efficiency and transparency of trade services, forming part of the bank's wider digital transformation strategy. BRAC Bank managing director & CEO Tareq Refat Ullah Khan said, "This implementation marks an important milestone in our trade finance transformation. By digitizing and streamlining trade operations, we are enhancing transparency, control and efficiency across the trade finance lifecycle, enabling us to serve our corporate clients with greater speed and reliability. This advanced trade solutions brings us closer to our ambition of becoming the most preferred trade bank in Bangladesh by consistently delivering superior value to our customers." Finastra EVP for lending Andrew Bateman added, "As trade finance continues to play a vital role in supporting businesses and economic growth, banks are seeking technology that simplifies operations while delivering a better customer experience. We're delighted to support BRAC Bank on its transformation journey. Through our front-to-back trade finance capabilities, the bank has established a modern and scalable platform that increases operational efficiency, enhances visibility across the trade lifecycle, and delivers a more connected experience for its corporate customers." Enjoying the stories? Investors. The following investor(s) were tagged in this article.

PR Newswire
Oct 21st, 2026
BRAC Bank goes live with Finastra and Conpend platform to digitise trade finance

BRAC Bank, one of Bangladesh's leading private commercial banks, has gone live with Finastra's Trade Innovation and Corporate Channels, along with Conpend's Trade AI solutions. Finastra announced the move in Singapore on October 21, 2026. The platform replaces fragmented processes with one digital system. It aims to increase straight-through processing, improve visibility across the trade finance lifecycle, and support compliance with ISO 20022 and Swift SR2026 requirements. Corporate clients get a single channel to start requests, approve transactions, and track progress in real time. "This implementation marks an important milestone in our trade finance transformation," said Tareq Refat Ullah Khan, the bank's managing director and chief executive officer. He said the bank aims to become Bangladesh's most preferred trade bank.

Financial IT
Oct 19th, 2026
Finastra launches cloud-enabled SBLC solution to help U.S. Banks digitize standby letter of credit processing.

Finastra launches cloud-enabled SBLC solution to help U.S. Banks digitize standby letter of credit processing. * Banking * 19.10.2026 03:24 pm Today at Money 20/20 in Las Vegas, Finastra announced Finastra StandbyX, a cloud-enabled solution designed to help U.S. banks digitize and automate standby letter of credit (SBLC) processing while strengthening risk management and operational efficiency. SBLCs remain a widely used instrument across both trade and non-trade transactions in the U.S. While larger institutions typically manage SBLCs, alongside broader trade finance operations on platforms such as Trade Innovation, many regional and mid-sized banks continue to rely on manual or semi-manual processes. This can create operational inefficiencies, increase risk, and limit scalability. Purpose-built for SBLCs, Finastra StandbyX provides a streamlined SaaS deployment model that enables banks to modernize their operations without implementing a full trade finance platform. Designed for rapid implementation, the solution minimizes integration requirements and testing effort while offering a competitive total cost of ownership. The launch forms part of Finastra's ongoing investment in its trade solutions portfolio, helping financial institutions modernize operations, improve efficiency, unlock new growth opportunities, and deliver better customer and user experiences. How Finastra StandbyX helps banks in the U.S. * Provides proven standby letter of credit capabilities, through the SBLC module of Finastra's Trade Innovation platform, which is trusted by more than 150 banks globally, helping institutions digitize operations, support growth, and strengthen risk management. * Offers a SaaS deployment model that enables banks with low to moderate transaction volumes to implement quickly and begin realizing value sooner. * Reduces operational complexity through streamlined integration and testing requirements. * It is backed by Finastra's decades of experience supporting mission-critical banking systems for financial institutions worldwide. Expert perspective: Digital trade for more banks "Many U.S. banks have traditionally managed standby letters of credit through manual processes or workarounds," said Vinay Mendonca, Head of Trade and Supply Chain Finance and Corporate Channels at Finastra. While transaction volumes may be relatively low, the value of these instruments is often significant, making effective risk management essential. Finastra StandbyX gives banks access to proven SaaS technology that digitizes SBLC processing without the need to deploy a full trade finance platform. By making trade finance technology more accessible, SlideBy is helping a broader range of institutions improve operational efficiency, strengthen controls, and deliver a better customer experience. This is an exciting step in the evolution of its trade proposition." Finastra StandbyX builds on the proven capabilities of Trade Innovation, Finastra's trade finance platform that helps financial institutions automate workflows, manage risk, and improve operational efficiency. As part of Finastra's strategy to deliver modular, cloud-enabled and API-first solutions, StandbyX extends access to digital trade functionality for a wider range of banks.

PR Newswire
Oct 19th, 2026
Finastra launches StandbyX to digitise standby letters of credit for US banks

Finastra has launched StandbyX, a cloud-enabled tool that helps US banks digitise and automate standby letter of credit (SBLC) processing. The company announced it on October 19, 2026, at Money 20/20 in Las Vegas. Many regional and mid-sized US banks still handle SBLCs manually or semi-manually, which creates inefficiency, raises risk, and limits scalability. StandbyX offers a software-as-a-service model built only for SBLCs, so banks need not adopt a full trade finance platform. The tool uses the SBLC module of Finastra's Trade Innovation platform, which more than 150 banks globally use. It requires less integration and testing, and suits banks with low to moderate transaction volumes. "By making trade finance technology more accessible, we are helping a broader range of institutions improve operational efficiency," said Vinay Mendonca, head of trade and supply chain finance and corporate channels at Finastra.