Customer Success Manager

About the role

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 Finastras solutions. Owns customer success from point of sale, driving adoption, value realization, satisfaction, and retention.

Requirements

• Experience in a customer-facing role such as consulting, customer support, or account management
• Demonstrated ability to build Customer Success Plans and deliver measurable outcomes (NPS, retention)
• Strong communication, presentation, and interpersonal skills
• Ability to work autonomously and take ownership
• Design-thinking mindset with root-cause identification and problem-solving
• Commercial and business acumen

What you'll do

• Deliver Finastras success strategy aligned to coverage model
• Build strong internal partnerships across Sales, Support, Services, and Product
• Lead proactive customer engagement from point of sale
• Develop Customer Success Plans tied to customer goals
• Identify cross-sell/up-sell opportunities
• Proactively identify and mediate account risk/escalations

Where this was posted

• LinkedIn

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