
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.
🕒 February 26
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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.
• Develop and manage a strategic account plan for existing customers to ensure customer satisfaction and retention. • Identify opportunities for account growth and work to expand the relationship with existing customers. • Analyze the financial position and challenges of existing customers to determine the most effective account management approach. • Understand market drivers and collaborate with both the client and internal stakeholders to overcome potential impediments. • Use a consultative approach to develop account plans and identify specific needs for each customer. • Ensure customer needs are met and address any issues or concerns promptly. • Maintain appropriate account management activity to ensure a healthy pipeline of opportunities. • Ensure and maintain accurate account forecasting data in the sales reporting system for effective opportunity management and reporting. • Develop and maintain strong relationships with key stakeholders within existing customer accounts. • Participate in user group meetings and trade shows as approved. • Stay abreast of current industry trends, competitors, and new company products and services. • Perform other duties as assigned.
• 10+ years of successful account management experience representing enterprise software, SaaS, or FinTech solutions. • Experience managing relationships with C-level executives. • Significant knowledge of Corporate Lending solutions and Domain. • Relationship and consultative account management experience. • Ability to acquire in-depth knowledge of a client’s business, identifying challenges and opportunities, and positioning solutions to address those needs. • Demonstrates deep product and industry knowledge, including market trends and competitive intelligence. • Exceptional written, verbal, and interpersonal communication skills with stakeholders. • Superior presentation skills. • Ability to present compellingly and negotiate complex deals. • Proven ability to articulate value proposition and ROI. • Proven ability to manage accounts with multiple decision-makers. • Proven ability to manage internal resources to support the account. • Proven record of building and managing account plans and achieving/exceeding targets. • Proven record of matching customers’ needs with solutions. • Responsive, reliable, and results-oriented.
• 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.
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