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.

Disclaimer:

Finastra has signed an agreement to sell its Universal Banking business to Pollen Street Capital, with completion expected end 2026 / early 2027, subject to consultation and customary closing conditions. Upon completion, this role is expected to transition to the standalone Universal Banking business, creating opportunities to support its future growth and success.

Role overview

Responsibilities:

• 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 strong relationships and understand their 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, upsell opportunities, renewals, and contract optimization.
• Analyze clients' business needs and challenges to develop appropriate account strategies and solution recommendations.
• Collaborate across all 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 ensure prompt, accurate, and professional delivery of sales, marketing, and proposal materials to customers.
• Develop and maintain relationships with industry and professional organizations.
• Stay abreast of current industry trends, competitors, and company products and services.
• Participate in training programs as directed by manager.

• Embed AI into day-to-day work to increase productivity, reduce manual effort, validate information against trusted sources, drive continuous process improvement, and translate data-driven insights into better business outcomes

Experience:

• 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.

Required skills and experience:

• 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, whether within Finastra or with the customer, and to challenge, negotiate, influence, and persuade them.

• Organizational skills, can 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.

• Mandarin or Cantonese language skills a plus.

Education:

• Bachelor’s degree in business or equivalent experience.

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.