Customer Success Enablement Specialist, Corporate Lending
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 Enablement Specialist, Corporate Lending is responsible for designing, enabling, and continuously improving the Customer Success operating model across Finastra Lending. This role ensures that CSMs and regional leaders execute consistently against standardized success plans, renewal readiness, health frameworks, and engagement cadences. This role translates strategy into repeatable field execution across both high-touch enterprise and scaled CS motions, driving predictability in adoption, retention, and customer outcomes. Responsibilities & Deliverables: Customer Success Operating Model & Playbooks Design and maintain global Corporate Customer Success playbooks across onboarding, adoption, renewal readiness, risk management, and escalations. Standardize Corporate Customer Success Plans, QBR 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 GRR targets. Field Enablement & Performance Build onboarding and continuous enablement programs for CSMs aligned to Corporate Lending workflows and regulatory environments. Develop role-based enablement for high-touch enterprise Corporate CSMs and scaled/digital CS 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. Metrics, Cadence & Governance Define weekly/monthly operating cadences for health reviews, renewal risk, and adoption performance. Partner with CS Ops / RevOps to operationalize dashboards for health, adoption, renewal readiness, and churn risk. Embed success criteria into performance management and career frameworks for CSMs. Cross-Functional Alignment 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. Key Metrics of Success: Adoption of CS playbooks and lifecycle processes Consistency and quality of Success Plans and QBRs Renewal readiness coverage and forecast accuracy Time-to-value reduction CSM productivity and adherence to operating cadence Required Experience & Qualifications: Proven Experience with Customer Success Enablement, CS Operations, Revenue Enablement, or Customer Success leadership roles Experience supporting enterprise SaaS CS 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 Preferred Qualifications: Experience with financial services or lending platforms Experience working within segmented CS models (enterprise + scaled CS) Familiarity with CS platforms and lifecycle tooling We are proud to offer a range of incentives to our employees worldwide. These benefits are available to everyone, regardless of grade, and reflect the values we uphold: · Flexibility: Enjoy unlimited vacation, based on your location and business priorities. Hybrid working arrangements, and inclusive policies such as paid time off for voting, bereavement, and sick leave. · Well-being: Access Confidential one-on-one therapy through our Employee Assistance Program, find support from our network of Wellbeing Champions and Gather Groups, and a calendar of monthly events and initiatives designed to help you thrive - Inside and Outside of work. · Medical, life & disability insurance, retirement plan, lifestyle and other benefits* · Sustainability: Benefit from paid time off for volunteering and donation matching. · DEI: Participate in multiple DE&I groups for open involvement (e.g., Count Me In, Culture@Finastra, Proud@Finastra, Disabilities@Finastra, Women@Finastra). · Career Development: Access online learning and accredited courses through our Skills & Career Navigator tool. · Recognition: Be part of our global recognition program, Finastra Celebrates, and contribute to regular employee surveys to help shape Finastra and foster a culture where everyone is engaged and empowered to perform at their best. *Specific benefits may vary by location. At Finastra, each individual is unique, bringing their own ideas, thoughts, cultural beliefs, backgrounds, and experiences together. We learn from one another, embrace and celebrate our differences, and create an environment where everyone feels safe to be themselves. Be unique, be exceptional, and help us make a difference at Finastra! Applicants for this position need to be located in posted location or their immediate surrounding areas. Due to the requirements of this position, this job posting is not available for, and Finastra will not be considering any applicants who currently reside in New York City or California. At Finastra, our team members are the driving force behind everything we do. We’re building an environment where bold ideas thrive, careers flourish, and innovation is a shared journey. Whether you're a recent graduate ready to shape the future or a seasoned professional seeking your next challenge, you’ll play a pivotal role in delivering software solutions that redefine what’s possible in financial services. We believe growth is a shared commitment. That’s why we offer a rich ecosystem of learning—from hands-on training and mentorship to leadership development and industry certifications. You’ll have the freedom to explore new paths, deepen your expertise, and make your mark in a global fintech that’s built for the future. Our career development isn’t just a program—it’s a promise. With access to cutting-edge tools, a culture of collaboration, and a community that champions your success, you’ll be empowered to lead, challenge, and create meaningful change. Because when we grow together, we innovate together—and that’s how we shape what’s next in finance. We offer incredible career opportunities and your work in close collaboration with fantastic colleagues globally to develop and launch innovative software solutions for our customers. There is a huge range of engaging projects where you can get stuck-in and add value whilst taking advantage of our ongoing development opportunities to build and hone your skills in your chosen area. Our perks include paid holidays, flexible working hours, a pension plan, and comprehensive health initiatives. Join us to supercharge your career, collaborate with industry experts, and thrive in a nurturing environment that powers both your professional and personal growth With us, you can grow, innovate, and make a real impact. At Finastra, we are proud of the wide range of incentives and benefits we offer our employees globally, reflecting our core values: doing well by doing good, putting people first, and open opportunities. We go beyond statutory requirements to maximise our offerings, investing in flexible working policies, personal growth opportunities, and well-being programmes. Highlights include our Flexible Vacation Policy, inclusive people policies, hybrid working framework, and comprehensive well-being support through initiatives like the Employee Assistance Program, the wellbeing Champions and our monthly events and initiatives. Additionally, we emphasise sustainability through volunteering time off and donation matching, champion inclusion through multiple employee networks and cultural initiatives, and invest heavily in career and skills development. Recognition of our employees' efforts is integral, with our global recognition platform and regular employee feedback surveys shaping our inclusive and supportive workplace culture At Finastra, we are committed to creating a workplace where you feel valued and respected. We believe this environment drives innovation and we strive to build a team that reflects the varied backgrounds, perspectives, and experiences of our global ecosystem. This philosophy is at the heart of our culture and the way we work. The company privacy policy can be found here Finastra Privacy Policy
