- Our Customer Success Executives, as well as focusing on overall client satisfaction, have strategic goals of delivering value to the customer by improving retention, renewals and adoption rates in line with our success strategy.
- Drive adoption through actionable insights, customer focus, proactive engagement, experience improvement and customer first culture. Balancing the importance of maintaining revenue -shape and influence the success change agenda for each customer.
- Identify and manage areas where the client has expectations that are misaligned with their contract / Finastra policy and work to gain re-alignment.
- System Use and Satisfaction Post-Go live:
- Develop and execute success plans in collaboration with the Account Executive for each customer, focusing on their unique needs and goals.
- Engage proactively and frequently with customers, to build strong relationships.
- Utilize architecture and usage data to derive insights and proactively manage risks.
- Coordinate with the Customer Support team to address production escalations raised by customers.
- Manage the end-to-end process for at-risk customers, from detection to resolution.
- Drive the customer upgrade campaigns by identifying, qualifying, and raising upgrade opportunities both internally and with the customer.
- Support the identification and creation of software leads at the customer level.
- Collaborate with Account Executive to manage all opportunities, including services, upsells, renewals, and compliance.
- Experience within the Treasury and Capital Markets sector.
- Experience with Treasury and Capital Markets software, whether at a bank, consulting company, or software vendor
- Ability to interact and demonstrate presence with all levels of stakeholders (from business users to senior levels), whether within Finastra or with the customer.
- Ability to work autonomously, take ownership & accountability, while rallying individuals, teams to support customer towards end goal.
- Technical and problem-solving skills and ability to understand or recognize root causes of issues.
- Exceptional relationship-building capabilities and effective communication, presentation, and interpersonal skills. Ability to challenge, negotiate, influence, and persuade stakeholders especially business users.?
- Analytical mindset and ability to derive insights from data.
- Organizational skills, can prioritize, multi-task and demonstrate adaptability.?
- Project Management skills including strong reporting capability.?
- Experience developing and delivering against Customer Success plans
- Experience in Customer Success role in similar Industry and/or regional
- Experience of CRM tooling
- Expertise in Opics or Summit or Kondor, and Risk Products with detailed use-case knowledge or otherwise other similar treasury and capital market solutions. Previous exposure to support or implementation of such solutions at Financial Services organizations
- Have a commercial & business Acumen. understand & speak to business drivers
-
Project Manager
2 weeks ago
Matrix Dynamics Beach City, OH, United States FreelanceFor our location in Mannheim, we are looking for a **Project Manager for the field of supply technology**. · YOUR TASKS · - Support of our customers in industrial, commercial and public projects in the field of supply and media technology · - Technical processing of inquiries, pe ...
-
Sales Consultant in Customer Service, Sales
1 week ago
Eclipse Solutions Sugarcreek, United StatesAbout PROMATIS software GmbH: · We offer strategic and business consulting services and combine them with IT concepts up to implementation-oriented project management. Trust, entrepreneurial thinking and a strong methodological competence are the hallmarks of our work. Our goal i ...
-
Contruction Porject Manager
1 week ago
Hilton Technologies Canton, United StatesContruction Porject Manager - Franchise · Job Requirements · Construction Project Manager · **Location: Buffalo Lodging Associates Corporate Office, 3000 Davenport Avenue Ste 101, Canton MA 02021**: · Buffalo Lodging Associates, a hotel management company based in Canton, MA has ...
-
Head of Data Center
1 week ago
Skyline Solutions Mount Eaton, United StatesAt Mount Eaton, we believe that people are the driving force behind the success of any company, whether it's a family business or a large corporation. That's why we specialize in finding the right leaders for key positions within organizations, in close collaboration with top man ...
-
Operating Services Manager
3 days ago
Inspire Brands Canton, United StatesThe Operating Services Manager is a key role in successfully transforming the Dunkin' asset base to the Next Generation (Next Gen) image. This hire must have a "can do" attitude and be willing to roll up their sleeves to drive the overall remodel process to Next Gen. · The hire m ...
-
Front Desk Supervisor High End Medical Spa
5 days ago
Dream Spa Medical Canton, United States**High-End Medical Spa Front Desk Supervisor** · Our busy high-end Medical Spa is looking for someone with excellent customer service skills that loves to help people and you may be the person we're looking for We are growing and we want you to grow with us · **About Us**: · We w ...
-
Infinity Ventures Timken, United StatesAre you interested in supporting a successful organizational consulting firm? Then you've come to the right place. · We provide consulting and operational services for well-known companies, specializing in strategic realignments, restructuring, comprehensive digitalization, and u ...
-
Store Manager
4 days ago
Fisher Auto Parts Strasburg, United States· At Fisher Auto Parts, the Store Manager comprises the senior position/leader in the store. The · Store Manager must be knowledgeable in all facets of store operations and be fully committed to · inspiring our associates to succeed, while instilling the greatest levels of cus ...
-
Expert Agile Project Manager
1 week ago
Finastra USA Corporation Strasburg, United StatesResponsibilities: · Reporting to the IT PMO Director, the Agile Project Manager is responsible for ensuring that the projects are executed in line with all contractual obligations to the client in a professional, cost-effective and timely manner, ensuring that Finastra achieves ...
-
System Engineer-Windows
1 week ago
Finastra USA Corporation Strasburg, United StatesResponsibilities: · The Systems Engineer is a subject matter expert in Systems Administration and in addition provides input and guidance to projects in the design, build and · implementation stages. Acting as a Work Package Lead, the Systems Engineer will work with the Archite ...
-
Senior HRIS Analyst
6 days ago
Finastra USA Corporation Strasburg, United States Full timeResponsibilities: · What will you contribute? · This position will support People Technology systems used globally within the organization and will serve as a Subject Matter Expert to support various functionality within Workday (primarily Absence & Learning) as well as the ful ...
-
Senior Project Manager
1 week ago
Finastra USA Corporation Strasburg, United StatesResponsibilities: · What will you contribute? · Reporting to a Senior Program Manager, the Senior Project Manager is responsible for managing all aspects of Large to moderately complex projects for a defined segment of strategic initiatives from project definition and intake to ...
-
Phoenix Industries Canton, United StatesThe virtual driving test is the key to success for the realization of autonomous driving. Customers worldwide use our product DYNA4's simulation solutions in control unit function development. In the software development team, concepts are developed for the implementation of new ...
-
Construction Manager
1 week ago
Titan Ventures Smithville, United StatesYour tasks · We are looking for an experienced construction manager (m/f/d) for the field of pipeline construction to support us in the implementation of projects in the field of energy transition. In this exciting position, you will be responsible for planning, monitoring and co ...
-
Chemical laboratory technician
2 weeks ago
Velocity Ventures Lake Buckhorn, OH, United States Freelance"Together for success, that's our motto at BAYERNOIL. This means: we put our employees at the center. Because our success is made by them. BAYERNOIL is located in the heart of Bavaria, between Ingolstadt and Regensburg, with two refinery sites in Vohburg and Neustadt. Our region ...
-
Nursing Service Management
2 weeks ago
Eclipse Technologies Uniontown, OH, United States FreelanceNursing Director - Succession Wanted (m/f/d) · We are currently seeking a Nursing Director (m/f/d) in full-time for a senior care facility in the Uniontown, OH region. · Our client, a private provider of elderly care, is looking for a team-oriented, experienced Nursing Director w ...
-
Horizon Innovations Barberton, United StatesAre you passionate about developing renewable energy sites in Barberton? · We are excited to offer this opportunity on behalf of a leading global renewable energy producer with a presence in multiple countries around the world. · This role will focus on leading essential initiati ...
-
Research Scientist
1 week ago
Zimmer Biomet Dover, United StatesAt Zimmer Biomet, we believe in pushing the boundaries of innovation and driving our mission forward. As a global medical technology leader for nearly 100 years, a patient's mobility is enhanced by a Zimmer Biomet product or technology every 8 seconds. · As a Zimmer Biomet team m ...
-
Project Manager
1 week ago
Kimble Companies Dover, United StatesPosition: Project Manager · Join us on the forefront of innovation as our Project Manager, where you'll play a pivotal role in crafting the future of sustainable energy. Your mission will involve leading projects from concept to completion, focusing on renewable energy developme ...
-
Regional Sales Supervisor
4 days ago
Omni Fiber Dover, United StatesRegional Sales Supervisor · Omni Fiber provides a variety of perks and benefits: · Compensation: · $50K/YR base and Uncapped Commission · OTE 100k-130k+ · 401(k) with Employer Matching Contribution up to 4% · Professional Development Reimbursement and Advancement Opportunities. · ...
Customer Success executive - Strasburg, United States - Finastra USA Corporation
Description
Responsibilities:
Accountabilities
The successful candidate will play a pivotal role as the owner of various stages of the customer journey and co-owning the customer relationship (with the Account Executive where appropriate) on behalf of Finastra. Our Customer Success Executives take proactive and strategic approach, ensuring customer satisfaction, and driving success throughout the entire customer lifecycle. By balancing the Business as Usual aspects of day-to-day management with a longer term customer success strategy that increases adoption and retention.
The CSE will be responsible for an individual portfolio of customers, spanning the TCM product portfolio. Critical to the success of the role will be achieving individual targets - such as the increase in Net Customer Growth (NCG) which focuses on the overall revenue generation at a portfolio level and Upsell, which is the increase in penetration of strategically important products.
To be successful in the role, the Customer Success Executive will need to build and maintain strong internal networks across the Sales, Support, Services and Product organizations, partnering with these teams to deliver the best possible solution(s) & service(s) to our customers. The CSE will also provide a critical conduit to the Product Development teams that ensure a continuous feedback loop is maintained to enable all perspectives to be considered as part of the product roadmap.
Establish Customer Success plans, building on value proposition(s) developed during sale, that outline the customers business goals & priorities. Work with the customer to define & track value realization of our Treasury and Capital Market solutions against these goals to drive adoption and understanding our product portfolio.
Actively manage account to identify risks proactively. Orchestrate resolution process for escalations, working with & mediating internal teams to track, manage and resolve these in a timely and professional manner.
Strategic Goals & Deliverables:
System Implementation:
Ensuring smooth setup and successful onboarding experience, working with Project Manager and Implementation teams to provide oversight for successful go-live.
Customer Expansion and Retention:
Qualifications and Experience:
Desired:
Differentiators for High Performance:
If you are passionate about customer success, thrive in a dynamic environment, and are dedicated to fostering customer loyalty, we invite you to apply for this exciting opportunity.