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Customer Journey Transformation Program Manager

Role overview

Qualifications

  • Proven experience in program management, transformation, operations, or consulting roles.
  • Proven ability to manage cross-functional initiatives in complex, matrixed environments.
  • Strong organisational and execution skills with attention to detail and follow-through.
  • Excellent written and verbal communication skills, including the ability to synthesize information into clear insights for senior stakeholders.

Responsibilities

  • Partner with Product and Technology teams to support the redesign and optimisation of end to end customer journey in line with modernisation goals.
  • Support the execution of the COO led transformation program by coordinating cross functional activities across Product, Technology, Sales and Operations.
  • Assess the current landscape of customer facing documentation, support materials, and service content to identify gaps, duplication, and inconsistencies.
  • Build and maintain playbooks, repositories, templates, and taxonomies to ensure consistency and scalability across the Services and Support teams.

Key facts

Other skills

  • Program Management
  • Organizational Skills
  • Communication
  • Strategic Thinking
  • Adaptability

About the company

Finastra logo

Finastra

Financial Services

Pioneering a world of OPEN FINANCE Industry expertise, open technology and a global ecosystem: We unlock the potential of people, communities and businesses everywhere

Company details

Company typeScaleup
IndustryFinancial Services
Company size10001

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Job description

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?

We are seeking a highly driven and adaptable Customer Journey Transformation Program Manager to support a critical modernisation initiative within the Lending business unit. This individual will operate at the intersection of the COO, Product (CPO), Sales (CRO) and Technology (CTO) organisations to ensure customers are prepared for upcoming platform upgrades and migration journeys.

This is a high impact, hands on role requiring a versatile operator who can bring structure to complex transformation efforts, and drives measurable execution. The role will play a pivotal part in enabling customer readiness, shaping future state journeys, and providing insight and guidance to the COO leadership team.

This role is central to the success of the Lending modernisation program. By ensuring our customers, and internal teams, are ready for the transformation journey, this role will directly impact adoption, customer satisfaction, and the long-term scalability of our platform.

Responsibilities & Deliverables:

1. Customer Journey & Transformation Enablement

  • Partner with Product and Technology teams to support the redesign and optimisation of end to end customer journey in line with modernisation goals.

  • Contribute to the rewrite and enhancement of the modernised customer journey, ensuring alignment with future state product capabilities and customer needs.

  • Work with the COO services and support functions to ensure customers are operationally and experientially ready for migration and upgrade activities.

  • Develop the new modernised frameworks, playbooks, and guidance to support a consistent customer onboarding and transition experience.

2. Program Management & Transformation Execution

  • Support the execution of the COO led transformation program by coordinating cross functional activities across Product, Technology, Sales and Operations.

  • Track milestones, manage dependencies, and ensure timely delivery of key initiatives.

  • Prepare and deliver regular updates, insights, and recommendations to the COO leadership team.

  • Maintain governance structures, dashboards, KPIs, and reporting frameworks to enable transparency and decision-making.

3. Documentation & Content Transformation (Clarity at Scale)

  • Assess the current landscape of customer facing documentation, support materials, and service content to identify gaps, duplication, and inconsistencies.

  • Support the design of future state documentation strategies, workflows, governance models, and standards.

  • Drive execution and usage of documentation improvements, including restructuring, content updates, and migration of materials.

  • Ensure all materials are clear, accessible, and aligned to the evolving customer journey in partnership with the marketing team.

4. Operational Excellence & Knowledge Management

  • Build and maintain playbooks, repositories, templates, and taxonomies to ensure consistency and scalability across the Services and Support teams.

  • Establish and document repeatable processes to improve efficiency and reduce operational friction.

  • Enable Services, Success, and Support teams with high quality consistent narratives, product summaries, and customer facing content.

  • Ensure transformation artefacts are well organised, current, and easily accessible.

Skills & Experience:

Required

  • Proven experience in program management, transformation, operations, or consulting roles.

  • Proven ability to manage cross-functional initiatives in complex, matrixed environments.

  • Strong organisational and execution skills with attention to detail and follow-through.

  • Experience working closely with Product and Technology teams.

  • Excellent written and verbal communication skills, including the ability to synthesize information into clear insights for senior stakeholders.

  • Ability to operate effectively in ambiguous and fast-moving environments.

Preferred

  • Experience in financial services, lending, or fintech environments.

  • Exposure to customer journey mapping, service design, or UX-related initiatives.

  • Familiarity with documentation strategy, knowledge management, or content transformation.

  • Experience supporting large-scale platform migrations or modernisation programs.

Key Competencies:

  • Execution Excellence: Drives structure, accountability, and delivery outcomes.

  • Cross-functional Influence: Builds strong relationships across COO, CTO, and CPO organisations.

  • Strategic Thinking: Connects day-to-day execution with broader transformation goals.

  • Customer-Centric Mindset: Champions customer readiness and experience throughout the transformation lifecycle.

  • Adaptability: Thrives in a dynamic environment with evolving priorities.

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 stand for:

Flexibility: Enjoy unlimited vacation, subject to local regulations and business priorities. Benefit from hybrid working arrangements and inclusive policies such as paid time off for voting, bereavement, and sick leave.

Well‑being: Access confidential one‑to‑one support through our Employee Assistance Program, connect with our network of Wellbeing Champions and Gather Groups, and take part in monthly events and initiatives designed to help you thrive—inside and outside of work.

Health & Financial Security: Medical, life and disability insurance, retirement plans, lifestyle, and other benefits.*

Sustainability: Paid time off for volunteering and donation‑matching opportunities to support causes that matter to you.

Inclusion: Get involved in our inclusion communities, such as Count Me In, Culture@Finastra, Proud@Finastra, Disabilities@Finastra, and Women@Finastra—open to everyone who wants to participate and contribute.

Career Development: Access online learning and accredited courses through our Skills & Career Navigator tool.

Recognition: Take part in our global recognition program, Finastra Celebrates, and share your voice through regular employee surveys that help shape our culture and ways of working.

*Specific benefits may vary by location.

At Finastra, each individual is unique—bringing their own ideas, perspectives, cultural backgrounds, and experiences. We learn from one another, value what makes us different, and create an environment where everyone feels included, supported, and able to be their authentic selves.

Be unique. Be exceptional. Help us make a difference at Finastra.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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