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Senior Manager, Account Management

Role overview

Qualifications

  • Experience leading sales, account management, customer success, relationship management, or similar customer-facing teams.
  • Proven success managing strategic customer portfolios and driving retention and growth.
  • Banking, FinTech, lending, or broader financial services industry experience.
  • Ability to build credibility and influence executive and C-suite stakeholders.

Responsibilities

  • Lead, coach, and develop a high-performing team of Account Managers.
  • Drive customer retention, account growth, and expansion strategies across a portfolio of financial institution clients.
  • Build and maintain trusted relationships with executive and C-suite stakeholders.
  • Support strategic account planning, forecasting, and business reviews.

Key facts

Other skills

  • Relationship Management
  • Leadership
  • Team Building
  • Forecasting
  • Coaching
  • Mentorship

About the company

Finastra logo

Finastra

Computer Software / SaaS

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
IndustryComputer Software / SaaS
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?

Finastra is seeking a Senior Manager, Account Management to lead a team responsible for retaining, growing, and expanding strategic customer relationships across our Retail Lending portfolio.

This is a leadership role focused on account growth, executive relationship management, and team development. You will serve as a player-coach, partnering closely with Account Managers, customers, Sales Leadership, and Product teams to drive customer outcomes and long-term business growth.

Responsibilities & Deliverables:

  • Lead, coach, and develop a high-performing team of Account Managers.

  • Drive customer retention, account growth, and expansion strategies across a portfolio of financial institution clients.

  • Build and maintain trusted relationships with executive and C-suite stakeholders.

  • Support strategic account planning, forecasting, and business reviews.

  • Partner with Product teams to advocate for customer needs and provide market feedback.

  • Act as an escalation point for strategic customer engagements and complex issues.

  • Foster a culture of accountability, collaboration, and continuous development.

  • Align team priorities and resources to achieve business objectives and customer success outcomes.

  • Serve as a key leader within the Lending organization, helping shape customer growth strategies across the region.

Required Experience & Skills:

  • Experience leading sales, account management, customer success, relationship management, or similar customer-facing teams.

  • Proven success managing strategic customer portfolios and driving retention and growth.

  • Banking, FinTech, lending, or broader financial services industry experience.

  • Ability to build credibility and influence executive and C-suite stakeholders.

  • Strong leadership, coaching, mentoring, and talent development skills.

  • Experience leading experienced professionals in a fast-paced, customer-focused environment.

  • Strong cross-functional collaboration and organizational influence skills.

  • Ability to balance customer needs, team priorities, and business objectives.

  • Retail lending experience is preferred.

  • Experience with loan origination platforms, lending technology, or enterprise account management organizations serving financial institutions is a plus.

Applicants for this position must be located in AL, AR, FL, GA, KY, LA, MO, MS, NC, SC, TN

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.

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.

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Marcus Rivera

Chief Revenue Officer

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