Revenue at Risk Officer Lisboa

Overview

Join to apply for the Revenue at Risk Officer role at my
Gwork - LGBTQ+ Business Community (with Finastra, an inclusive employer and a member of my
Gwork). This job is with Finastra, a global provider of open finance software solutions dedicated to expanding access to financial services. Our applications span Lending, Payments, Treasury and Capital Markets, and Universal Banking. We serve over 8, 000 customers, including 45 of the world's top 50 banks, and strive to boost financial inclusion. We value diverse perspectives and inclusion.

Note: Please do not contact the recruiter directly.

Responsibilities

• Work closely with Sales Leadership across assigned region and/or line of business to form best practices for the organization.
• Partner with senior leaders to advance opportunities and remove obstacles impacting customer satisfaction and sales.
• Facilitate quarterly account reviews with ROO and sales leaders; establish, develop artifacts, and track/report progress.
• Work with field sales to ensure accounts are appropriately classified in terms of risk and identify actionable remediation plans.
• Develop a tracking mechanism and reporting dashboard for the Account Governance program.
• Review and manage the ARCR (At Risk Customer Review) process.
• Manage the retention forecast to maintain an accurate view of the
  - risk client portfolio and take actions to minimize terminations.
• Leverage customer engagement and satisfaction data; partner with internal teams to prioritize improvements and efficiencies.
• Collaborate with Customer Success and Support on escalations (high value, high impact, complex) as a contributor to war room efforts.
• Drive specific initiatives as required by the Sales Leadership Team.
• All other duties as assigned.

Knowledge & Skills

• Strong interpersonal skills with ability to build
  - level relationships in a large organization.
• Strong presentation and writing skills with the ability to present effectively in English at a minimum.
• Proactive
  - starter, able to work unsupervised within agreed timeframes.
• Experience driving teams of multiple stakeholders to achieve measurable outcomes.
• Experience attaining internal
  - in and securing commitments from stakeholders.

Experience

• Minimum of 5 years' relevant experience in professional services management in a software organization, sales operations management, Client Success, or similar area.
• Experience working in a global software company.
• Background in change management, project management or program management is advantageous.

Education & Certifications

• Bachelor's degree in Business or equivalent experience.

Benefits

• Flexibility: unlimited vacation based on location and business priorities; hybrid working; policies for voting leave, bereavement, and sick leave.
• Well-being: confidential therapy through Employee Assistance Program, coaching via coaching app, Gather Groups for support.
• Medical, life & disability insurance, retirement plan, and other benefits.
• ESG: paid time off for volunteering and donation matching.
• DEI: multiple DE&I groups (e. g. , Count Me In, Culture@Finastra, Proud@Finastra, Disabilities@Finastra, Women@Finastra).
• Career Development: online learning via Skills & Career Navigator.
• Recognition: Finastra Celebrates program and regular employee surveys.
• Specific benefits may vary by location.

At Finastra, each individual is unique, bringing ideas, thoughts, and experiences together. We learn from one another, celebrate differences, and create an environment where everyone feels safe to be themselves. Be unique, be exceptional, and help us make a difference at Finastra!

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance and Sales