Sales & Account Management Associate

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?

This role supports the retention and growth of an existing portfolio of customer accounts through contract renewals, relationship management, and identification of expansion opportunities. Working closely with experienced sales professionals, the Sales & Account Management Associate will maintain customer relationships, drive renewal conversations, understand client needs, and help introduce additional Finastra products and services where appropriate. This is an excellent opportunity for someone early in their sales or account management career who wants to develop within the financial technology and payments industry. 

Responsibilities & Deliverables:

• Manage a portfolio of customer contract renewals and proactively engage customers to ensure timely renewal completion. 

• Build relationships with key customer contacts and maintain regular communication. 

• Identify opportunities to expand existing customer relationships through cross-sell and upsell discussions. 

• Work closely with senior account managers, product specialists, and sales teams to support account growth initiatives. 

• Maintain accurate customer and opportunity information within CRM systems. 

• Develop an understanding of customer payment processes and business needs. 

• Support customer retention activities and contribute to revenue growth targets. 

• Proactively contact customers via phone, virtual meetings, and email to strengthen relationships and advance renewal conversations. 

Required Experience:

• Previous experience in sales, account management, customer success, business development, SDR, or client-facing commercial roles. 

• Experience managing customer relationships or supporting contract renewals. 

• Fluent English communication skills. 

• Strong interpersonal and relationship-building skills. 

• Comfortable engaging customers by phone, video calls, and email. 

• Highly proactive with strong follow-through and organizational skills. 

• Ability to work independently within a remote environment. 

• Curiosity and willingness to learn about financial services and payment solutions. 

Preferred:

• Experience within fintech, payments, software, SaaS, or financial services. 

• Exposure to contract renewals, account expansion, or customer retention activities. 

• Experience using CRM platforms such as Salesforce. 

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.