Customer Transition Manager – Divestitures
2 weeks ago
At Finastra, we are a dynamic global provider of open finance software solutions, dedicated to expanding access to financial services. Our innovative applications span Lending, Payments, Treasury and Capital Markets, and Universal Banking. Proudly serving over 8,000 customers, including 45 of the world's top 50 banks, we aim to boost financial inclusion for all. Join us and be part of a vibrant company that embraces diverse perspectives, and is committed to doing well by doing good.
About the Role
We are seeking a customer-focused professional with experience in financial services to join our team. This role is ideal for someone with a background in sales, client onboarding, or account management who is comfortable working with financial contracts and delivering exceptional customer experiences.
Note: This is a fixed-term contract position with a term length of approximately 8-12 months, with the option to extend.
Key Responsibilities
Act as a primary point of contact for clients during onboarding, transitions, or service changes
Manage customer communications with professionalism and clarity
Support the execution of financial contract changes, ensuring accuracy and compliance
Collaborate with internal teams including Sales, Legal, and Operations to ensure a seamless customer journey
Identify opportunities to improve customer satisfaction and streamline internal processes
Coordinate small-scale projects or workstreams related to client transitions or service delivery
Required Skills and Experience
Experience in a customer-facing role within financial services, fintech, or a related industry
Background in sales, account management, or client onboarding involving financial contracts
Strong communication and interpersonal skills
Ability to manage multiple priorities and work cross-functionally
Basic project coordination or project management skills, including task tracking and stakeholder updates
Detail-oriented with a proactive, problem-solving mindset
Desirable
Familiarity with contract transfer processes (e.g., novation), though not essential
Experience working in a regulated or compliance-driven environment
What We Offer
A collaborative and supportive team environment
Opportunities for professional development and career growth
The chance to work on impactful projects in a global financial technology setting
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 uphold:
· 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, unlimited personalized coaching via our coaching app, and access to our Gather Groups for emotional and mental support.
· Medical, life & disability insurance, retirement plan, lifestyle and other benefits*
· ESG: 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, , , , ).
· 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.
*Specific benefits may vary by location.
At Finastra, each individual is unique, bringing their own ideas, thoughts, cultural beliefs, backgrounds, and experiences together. We learn from one another, embrace and celebrate our differences, and create an environment where everyone feels safe to be themselves.
Be unique, be exceptional, and help us make a difference at Finastra
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