
10,000+ employees
Founded 2017
💳 Fintech
💸 Finance
🏦 Banking
💰 Grant on 2021-02
Fintech • Finance • Banking
Finastra is a leading global provider of financial software solutions that empower financial institutions to unlock the power of open finance. The company offers market-leading solutions in lending, payments, treasury and capital markets, and universal banking. Finastra serves financial institutions of all sizes by providing a comprehensive portfolio of end-to-end solutions that improve customer experiences, increase transparency, and streamline operations. With a focus on innovation and collaboration, Finastra helps its clients leverage new technologies to optimize costs, mitigate risks, and accelerate growth in the financial sector.
🔥 3 hours ago
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10,000+ employees
Founded 2017
💳 Fintech
💸 Finance
🏦 Banking
💰 Grant on 2021-02
Fintech • Finance • Banking
Finastra is a leading global provider of financial software solutions that empower financial institutions to unlock the power of open finance. The company offers market-leading solutions in lending, payments, treasury and capital markets, and universal banking. Finastra serves financial institutions of all sizes by providing a comprehensive portfolio of end-to-end solutions that improve customer experiences, increase transparency, and streamline operations. With a focus on innovation and collaboration, Finastra helps its clients leverage new technologies to optimize costs, mitigate risks, and accelerate growth in the financial sector.
• Manage assigned customer accounts and develop account plans to support revenue growth and customer success • Engage proactively and regularly with customers, including on-site visits, to build relationships and understand business drivers and challenges • Build and maintain relationships with existing clients, communicating strategic plans and status updates • Identify and drive opportunities within existing accounts, including service engagements, upsells, renewals, and contract optimization • Analyze clients' business needs and challenges to develop account strategies and solution recommendations • Collaborate across functions to manage customer opportunities, including services, upsells, renewals, and compliance requirements • Maintain accurate account and forecasting data in CRM systems • Coordinate internal resources to deliver sales, marketing, and proposal materials to customers • Develop and maintain relationships with industry and professional organizations • Stay abreast of industry trends, competitors, and company products and services • Participate in training programs as directed by the manager • Embed AI into day-to-day work to increase productivity, reduce manual effort, validate information against trusted sources, improve processes, and translate data-driven insights into better business outcomes • Report to Regional MDs within the Sales organization • Support revenue growth, assigned revenue targets, and long-term client retention
• Demonstrated track record of generating pipeline with a history of exceeding targets • Experience working with Finastra products preferred • CRM tool experience preferred • B2B Sales and/or Account Management experience a plus • Ability to build and grow relationships • Strong tenacity and follow-up skills • Self-motivated with ability to work autonomously, take ownership and accountability, while rallying individuals and global teams to support pipeline progression towards closure • Ability to interact and demonstrate presence with all levels of stakeholders, challenge, negotiate, influence, and persuade them • Organizational skills, ability to prioritize, multi-task, and demonstrate adaptability • Excellent written, verbal, and interpersonal communication skills • Strong time management, organizational, and decision-making skills • Strong attention to detail • Proficient with Microsoft Office • Strong knowledge of financial institutions' internal operations • Bachelor's degree in business or equivalent experience • Mandarin or Cantonese language skills a plus
• Unlimited vacation, subject to local regulations and business priorities • Hybrid working arrangements • Paid time off for voting, bereavement, and sick leave • Confidential one-to-one support through the Employee Assistance Program • Wellbeing Champions and Gather Groups • Monthly wellbeing events and initiatives • Medical, life and disability insurance • Retirement plans, lifestyle, and other benefits • Paid time off for volunteering • Donation-matching opportunities • Inclusion communities, including Count Me In, Culture@Finastra, Proud@Finastra, Disabilities@Finastra, and Women@Finastra • Online learning and accredited courses through the Skills & Career Navigator tool • Global recognition program, Finastra Celebrates • Regular employee surveys
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