Customer Transition Manager at Finastra managing client onboarding during contract transitions and migrations. Collaborating with internal teams to ensure a seamless customer journey and improve satisfaction.
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
Requirements
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
Familiarity with contract transfer processes (e.g., novation), though not essential
Experience working in a regulated or compliance-driven environment
Benefits
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, Culture@Finastra, Proud@Finastra, Disabilities@Finastra, Women@Finastra).
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.
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