The Customer Success Director (CSD) - Corporate Lending is responsible for executing Customer ... Support customers through organizational and operational impacts of transformation * Reinforce ...
The Customer Success Director (CSD) - Corporate Lending is responsible for executing Customer ... Support customers through organizational and operational impacts of transformation * Reinforce ...
Senior Customer Success Manager United States Role Overview: Shape and scale how Customer Success ... or operational improvements * Proven ability to influence without direct authority and drive ...
Senior Customer Success Manager United States Role Overview: Shape and scale how Customer Success ... or operational improvements * Proven ability to influence without direct authority and drive ...
Senior Director, Customer Success Department: SaaS Employment Type: Full Time Location: Atlanta ... The role requires strong mentoring, operational discipline, executive presence, forecasting rigor ...
Senior Director, Customer Success Department: SaaS Employment Type: Full Time Location: Atlanta ... The role requires strong mentoring, operational discipline, executive presence, forecasting rigor ...
The CSM Director leads the strategy for Signature Success Plan delivery across their team of CSMs ... Understanding of digital commerce and marketing operations, including B2B and B2C customer journeys.
The CSM Director leads the strategy for Signature Success Plan delivery across their team of CSMs ... Understanding of digital commerce and marketing operations, including B2B and B2C customer journeys.
Customer Success Manager, Retail Lending The Customer Success Manager, Retail Lending, is ... Serve as a trusted advisor to operational and executive stakeholders at customer institutions.
Customer Success Manager, Retail Lending The Customer Success Manager, Retail Lending, is ... Serve as a trusted advisor to operational and executive stakeholders at customer institutions.
Director of Customer Success
Roswell, GA · On-site +1
Role Overview As the Director of Customer Success, you will lead a team dedicated to delivering exceptional customer experiences, with a focus on empowering educators and ensuring long-term, ...
Director of Customer Success
Roswell, GA · On-site +1
Role Overview As the Director of Customer Success, you will lead a team dedicated to delivering exceptional customer experiences, with a focus on empowering educators and ensuring long-term, ...
Director of Customer Success
Roswell, GA · On-site
Role Overview As the Director of Customer Success, you will lead a team dedicated to delivering exceptional customer experiences, with a focus on empowering educators and ensuring long-term, ...
Director of Customer Success
Roswell, GA · On-site
Role Overview As the Director of Customer Success, you will lead a team dedicated to delivering exceptional customer experiences, with a focus on empowering educators and ensuring long-term, ...
The Customer Success Manager, Retail Lending, is responsible for ensuring customers achieve ongoing ... Serve as a trusted advisor to operational and executive stakeholders at customer institutions.
The Customer Success Manager, Retail Lending, is responsible for ensuring customers achieve ongoing ... Serve as a trusted advisor to operational and executive stakeholders at customer institutions.
Senior Director, Customer Success (RapidScale)
Atlanta, GA · On-site +1
$148K - $247K/yr
... Senior Director of Customer Success ensures customer success isrepeatable, scalable, and growth ... Validate that delivery, consulting, and operational activities remain aligned to outcomes-not just ...
Senior Director, Customer Success (RapidScale)
Atlanta, GA · On-site +1
$148K - $247K/yr
... Senior Director of Customer Success ensures customer success isrepeatable, scalable, and growth ... Validate that delivery, consulting, and operational activities remain aligned to outcomes-not just ...
The Global Customer Service Director is responsible for leading customer service and operations for ... Success in this role requires a strategic mindset, strong leadership abilities, and a passion for ...
The Global Customer Service Director is responsible for leading customer service and operations for ... Success in this role requires a strategic mindset, strong leadership abilities, and a passion for ...
The Global Customer Service Director is responsible for leading customer service and operations for ... Success in this role requires a strategic mindset, strong leadership abilities, and a passion for ...
The Global Customer Service Director is responsible for leading customer service and operations for ... Success in this role requires a strategic mindset, strong leadership abilities, and a passion for ...
... success of our operations. The Director's first responsibility is to execute the vision of our ... Train and develop team members to deliver exceptional customer service Requirements: * Prior ...
Quick apply
... success of our operations. The Director's first responsibility is to execute the vision of our ... Train and develop team members to deliver exceptional customer service Requirements: * Prior ...
Ensure data integrity and system hygiene across CRM, CS platforms, and supporting tools. Community ... Strong cross-functional partner, able to influence without direct authority. * Continuous ...
Quick apply
Ensure data integrity and system hygiene across CRM, CS platforms, and supporting tools. Community ... Strong cross-functional partner, able to influence without direct authority. * Continuous ...
... success of our operations. The Director's first responsibility is to execute the vision of our ... Train and develop team members to deliver exceptional customer service Requirements: * Prior ...
... success of our operations. The Director's first responsibility is to execute the vision of our ... Train and develop team members to deliver exceptional customer service Requirements: * Prior ...
The Opportunity Cognosos is looking for a strategic, value-driven Director of Customer Success to ... You will inherit a talented team that needs a mentor to push their boundaries, an operational ...
Quick apply
The Opportunity Cognosos is looking for a strategic, value-driven Director of Customer Success to ... You will inherit a talented team that needs a mentor to push their boundaries, an operational ...
The Opportunity Cognosos is looking for a strategic, value-driven Director of Customer Success to ... You will inherit a talented team that needs a mentor to push their boundaries, an operational ...
The Opportunity Cognosos is looking for a strategic, value-driven Director of Customer Success to ... You will inherit a talented team that needs a mentor to push their boundaries, an operational ...
Operations Director, Baseball
Atlanta, GA · On-site
$76K - $101K/yr
Operations Director - Baseball Reports to: Head of Baseball Contract: Full‑Time, Permanent ... Cross‑Functional Coordination & Customer Success * Partner with Commercial and Account Management ...
Operations Director, Baseball
Atlanta, GA · On-site
$76K - $101K/yr
Operations Director - Baseball Reports to: Head of Baseball Contract: Full‑Time, Permanent ... Cross‑Functional Coordination & Customer Success * Partner with Commercial and Account Management ...
The Opportunity Cognosos is looking for a strategic, value-driven Director of Customer Success to ... You will inherit a talented team that needs a mentor to push their boundaries, an operational ...
The Opportunity Cognosos is looking for a strategic, value-driven Director of Customer Success to ... You will inherit a talented team that needs a mentor to push their boundaries, an operational ...
Customer Success Manager
Atlanta, GA · On-site
$70K - $95K/yr
Shape the customer success function from day one Direct access to founders and leadership team Potential to build and lead a team as we scale Exposure to all aspects of startup operations About Our ...
Customer Success Manager
Atlanta, GA · On-site
$70K - $95K/yr
Shape the customer success function from day one Direct access to founders and leadership team Potential to build and lead a team as we scale Exposure to all aspects of startup operations About Our ...
Client Success Director
Atlanta, GA · Hybrid
... customers, and our culture. A Little About You You bring a unique blend of personality and ... Establish governance frameworks, policies, and standards for client success operations globally.
Client Success Director
Atlanta, GA · Hybrid
... customers, and our culture. A Little About You You bring a unique blend of personality and ... Establish governance frameworks, policies, and standards for client success operations globally.
Customer Success Operations Director information
What does a customer success operations director do?
A Customer Success Operations Director oversees the strategy, processes, and tools that support customer success teams within an organization. Their responsibilities include analyzing customer data, optimizing workflows, implementing technology solutions, and ensuring that the customer success team is operating efficiently. They collaborate with other departments to align customer success initiatives with broader company goals and drive customer retention and satisfaction. This role is crucial for scaling customer success efforts and delivering a seamless customer experience.
What is the difference between Customer Success Operations Director vs Customer Success Manager?
| Aspect | Customer Success Operations Director | Customer Success Manager |
|---|---|---|
| Responsibilities | Oversees operational strategies, processes, and tools to improve customer success at a strategic level | Manages customer relationships, onboarding, and retention on a day-to-day basis |
| Required Skills | Data analysis, process optimization, cross-department collaboration | Customer communication, problem-solving, relationship building |
| Work Environment | Strategic planning, leadership meetings, cross-functional teams | Customer interactions, support sessions, account management |
The Customer Success Operations Director focuses on strategic operational improvements and process optimization, while the Customer Success Manager handles direct customer relationships and day-to-day account management. Both roles are essential but differ in scope and focus within customer success teams.
What are the key skills and qualifications needed to thrive as a customer success operations director?
To thrive as a Customer Success Operations Director, you need expertise in customer success strategies, data analytics, process optimization, and a relevant degree—often in business or a related field. Familiarity with customer relationship management (CRM) platforms like Salesforce, customer success tools such as Gainsight, and certifications in project management or analytics are valuable. Leadership, strategic thinking, and excellent communication are essential soft skills for aligning teams and driving customer outcomes. These competencies enable effective program delivery, foster customer retention, and ensure scalable customer success operations.
How does a customer success operations director typically collaborate with other departments to improve the customer journey?
A Customer Success Operations Director frequently partners with teams such as Sales, Product, and Support to streamline the customer experience. By sharing feedback and data-driven insights, they help identify process improvements, coordinate onboarding strategies, and align customer success metrics with overall business goals. This cross-functional collaboration ensures that customer needs are addressed holistically, leading to greater satisfaction and retention.
What are the most commonly searched types of Customer Success Operations jobs in Georgia? The most popular types of Customer Success Operations jobs in Georgia are:
What are popular job titles related to Customer Success Operations Director jobs in Georgia? For Customer Success Operations Director jobs in Georgia, the most frequently searched job titles are:
What job categories do people searching Customer Success Operations Director jobs in Georgia look for? The top searched job categories for Customer Success Operations Director jobs in Georgia are:
What cities in Georgia are hiring for Customer Success Operations Director jobs? Cities in Georgia with the most Customer Success Operations Director job openings:
Full-time
Medical, Life, Retirement, PTO
Posted 28 days ago
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 missioncritical 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.
The Customer Success Director (CSD) - Corporate Lending is responsible for executing Customer Success strategy across a defined portfolio, region, or segment within Finastra's Corporate Lending business (Loan IQ, Trade, Corporate Channels).
This role is accountable for delivering customer outcomes at scale-driving adoption, retention, and renewal readiness - while operationalizing a consistent, metric-driven Customer Success model.
The CSD acts as a senior point of escalation for customers and internal teams, while also owning the success blueprint for a portfolio of strategic customers.
Responsibilities & Deliverables:Customer Outcomes & Portfolio Delivery
- Drive adoption, value realization, and measurable customer outcomes across the assigned portfolio
- Execute Customer Success Plans aligned to customer objectives and business priorities
- Monitor portfolio health (usage, adoption, outcomes) and intervene proactively
- Own escalations for high-risk or high-impact issues, driving timely resolution across teams
- Act as executive sponsor for selected strategic accounts
- Develop and execute account-level Customer Success action plans
- Lead structured engagements (onboarding, success reviews, Executive Business Reviews)
- Deliver a consistent, high-quality customer experience across all touchpoints
- Provide clear visibility on progress, risks, and next steps to customers and leadership
- Improve time-to-value and lifecycle effectiveness across the portfolio
- Own customer health and retention performance for the assigned segment
- Proactively identify and mitigate churn risk using structured health frameworks
- Partner with Sales to drive renewal readiness through value articulation and stakeholder alignment
- Support renewal forecasting with clear risk assessments and insights
- Lead Customer Success engagement for transformation initiatives (cloud, upgrades, platform consolidation)
- Drive successful transitions from legacy to SaaS-enabled platforms
- Accelerate adoption of new capabilities, including AI-driven functionality
- Partner with Product and Professional Services on migration and post-go-live adoption
- Identify and mitigate transformation risks; track value realization linked to business outcomes
- Establish structured change and adoption frameworks (stakeholder alignment, enablement, communications)
- Drive user adoption, behavioral change, and process alignment
- Support customers through organizational and operational impacts of transformation
- Reinforce adoption through usage insights, health metrics, and targeted interventions
- Partner with Product, Engineering, Support, and Services to resolve issues and improve outcomes
- Provide actionable customer feedback to influence product enhancements
- Act as a key interface across Customer Success and the wider Lending organization
- Drive alignment across lifecycle functions to deliver a unified customer experience
- Contribute to internal enablement and continuous improvement initiatives
- Serve as the primary post-sales trusted advisor
- Identify and develop expansion opportunities aligned to customer strategy
- Partner with Sales on upsell and cross-sell execution
- Align services, success, and support teams to commercial priorities
- Contribute to Net Revenue Retention through strong engagement and value delivery
- Customer adoption and portfolio health
- Gross retention and churn reduction
- Renewal readiness and forecast accuracy
- Customer satisfaction (NPS / CSAT)
- Time-to-value and onboarding effectiveness
- Engagement effectiveness across customer segments
- Proven experience in Customer Success, Account Management, or Client Services within enterprise SaaS
- Demonstrated people leadership or team management experience
- Proven track record managing complex portfolios and delivering retention outcomes
- Experience within financial services, lending, or trade finance
- Experience with corporate lending platforms (e.g., Loan IQ, Trade, Corporate Channels)
- Familiarity with Customer Success tools and digital engagement models
- Exposure to SaaS transformation, cloud migration, or platform modernization
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.
Wellbeing: Access confidential onetoone 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 donationmatching 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.