Revenue at Risk Officer Lisboa

Revenue at Risk Officer
Lisboa
Lisboa, Lisboa, Portugal

Who are we?
At Finastra, we are a dynamic global provider of open finance software solutions, dedicated to expanding access to financial services. Our innovative applications span Lending, Payments, Treasury and Capital Markets, and Universal Banking. Proudly serving over 8, 000 customers, including 45 of the world's top 50 banks, we aim to boost financial inclusion for all. Join us and be part of a vibrant company that embraces diverse perspectives, and is committed to doing well by doing good.

• Work closely with Sales Leadership across assigned region and/or line of business forming best practice for the organization.
• Partner with senior leaders to advance opportunities and remove obstacles which impact customer satisfaction and sales.
• At a minimum of once a quarter, the ROO, along with specified sales leaders will facilitate account reviews. The ROO will establish this process, develop artifacts, and track/report on progress.
• The ROO will work directly with field sales to ensure that their accounts are appropriately classified in terms of risk and that an actionable remediation plan is identified.
• Develop a tracking mechanism and reporting dashboard on the Account Governance program.
• Review and manage the ARCR (At Risk Customer Review) process
• Manage the Retention forecast, making sure we have an accurate view of our client portfolio at risk while taking actions to minimize client terminations.
• Leverage customer engagement & satisfaction data, partner with internal teams to prioritize and implement improvements and efficiencies.
• Partner with Customer Success and Support on specified customer escalations (high value, high impact, and complex escalations) as a contributor to war room efforts and activities.
• 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 organisation.
• Strong presentation and writing skills with proven ability to present compellingly in English at a minimum.
• Proactive
  - starter, able to work unsupervised within agreed timeframes.
• Record of successfully driving teams of multiple stakeholders to the achievement of measurable outcomes.
• Experience attaining internal
  - in and securing commitments from stakeholders.

Experience

• A minimum of 5 year's relevant experience in professional services management in a software organization, sales operations management, Client Success or similar area.
• Experience of working in a global software company.
• A background in change management, project management or program management would be adventitious for this role.

EDUCATION
/
CERTIFICATIONS

• Bachelor's degree in Business or equivalent experience.

Benefits
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 uphold:

• 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 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, , , , ).
• 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.
• Specific benefits may vary by location.

At Finastra, each individual is unique, bringing their own ideas, thoughts, cultural beliefs, backgrounds, and experiences together. We learn from one another, embrace and celebrate our differences, and create an environment where everyone feels safe to be themselves.

Be unique, be exceptional, and help us make a difference at Finastra