Account Manager II, Client Success (CSM)

FIS; Brown Deer (WI); Ibrido; USD 80.000 - 110.000; Tempo pieno

Vantaggi offerti da questo lavoro

Internal career growth opportunities

Opportunities to innovate in fintech

Inclusive and diverse team atmosphere

Professional and personal development

Resources to contribute to your commu

Descrizione del lavoro

FIS is seeking a Client Success Manager to drive client satisfaction and engagement across a defined portfolio. You will act as a trusted advisor, align outcomes with client objectives, and collaborate with product, sales, and support to deliver value and reduce churn.

The role emphasizes proactive relationship management, expansion opportunities, and measurable business outcomes through data-driven adoption and strategic partnerships.

Competenze

• 5 years of experience in Client Success, Relationship/Account Management, or similar roles in Financial Technology.
• Bachelor's degree; relevant previous experience in financial technology services.
• Ability to clearly articulate business value (written/verbal) to various stakeholders within clients' organizations.
• Knowledge of financial technology industry and products, including market trends, challenges, and opportunities.
• Strong analytical skills, including experience with Tableau or similar software, and turning data into insights.
• Strong communication/presentation skills and confidence in all levels of customer engagement/situations.
• Strong leadership and ability to collaborate with cross-functional teams incl. Sales, Renewals, technical roles.

Mansioni

• Act as a subject matter expert in technical solution and business-specific domains.
• Collaborate cross-functionally with product, sales, and support teams to deliver tailored solutions that drive adoption, satisfaction, and measurable impact.
• Build strong relationships with clients, proactively engage across the lifecycle, and enable value realization
• Develop a deep understanding of clients' business objectives and collaborate with clients to build a joint success plan with milestones and measurable KPIs to achieve desired outcomes through product adoption
• Proactively analyze client health and product usage data, and take necessary actions to mitigate risk, improve product adoption, deliver business value outcomes, and reduce churn
• Act as a strategic advisor, bringing forward expansion opportunities and insights to sellers, and influencing product roadmaps based on client feedback
• Capture, communicate, and bring forward expansion recommendations from customer insights to sellers
• Act as a liaison between product management and clients; partner with sales & professional services teams
• Participate in the renewal process and articulate the renewal value story to clients

Conoscenze

Client Success

Relationship Mgmt

Communication

Analytics

Cross-functional

Strategic thinking

Formazione

Bachelor's degree

Strumenti

Tableau

Descrizione del lavoro

Position Type

Full time

Type Of Hire

Experienced (relevant combo of work and education)

Job Description

Every day at FIS, innovators, problem solvers and changemakers work together to create technology that advances the world of finance. We embrace new ideas, challenge what's possible and empower our teams to make a lasting impact. If you're ready to help shape the future of fintech, unlock your next chapter with FIS.

Role location

Required hybrid schedule in one of our talent centers, Milwaukee or New York

About the Role

The Client Success Manager (CSM) is responsible for driving client satisfaction, engagement, and successful business outcomes within their assigned area of specialization. Serving as a trusted advisor and strategic partner, the CSM helps clients maximize the value of their solutions and services while aligning outcomes to their operational and business objectives. Through proactive relationship management, advocacy, and collaboration, the CSM fosters long-term partnerships that support client growth, adoption, and overall success.

Your Key Responsibilities

• Act as a subject matter expert in technical solution and business-specific domains.


• Collaborate cross-functionally with product, sales, and support teams to deliver tailored solutions that drive adoption, satisfaction, and measurable impact.


• Build strong relationships with clients, proactively engage across the lifecycle, and enable value realization


• Develop a deep understanding of clients' business objectives and collaborate with clients to build a joint success plan with milestones and measurable KPIs to achieve desired outcomes through product adoption


• Proactively analyze client health and product usage data, and take necessary actions to mitigate risk, improve product adoption, deliver business value outcomes, and reduce churn


• Act as a strategic advisor, bringing forward expansion opportunities and insights to sellers, and influencing product roadmaps based on client feedback


• Capture, communicate, and bring forward expansion recommendations from customer insights to sellers


• Act as a liaison between product management and clients; partner with sales & professional services teams


• Participate in the renewal process and articulate the renewal value story to clients

What You Bring

Required Qualifications

• 5 years of experience in Client Success, Relationship/Account Management, or similar roles in Financial Technology


• Bachelor's degree; relevant previous experience in financial technology services


• Ability to clearly articulate business value (written/verbal) to various stakeholders within clients' organizations


• Knowledge of financial technology industry and products, including market trends, challenges, and opportunities


• Strong analytical skills, including experience with Tableau or similar software, and turning data into insights


• Strong communication/presentation skills and confidence in all levels of customer engagement/situations


• Strong leadership and ability to collaborate with cross-functional teams incl. Sales, Renewals, technical roles

Bring your ideas. Build your future. At FIS, you'll find the support, resources and opportunities to develop your career while helping shape the future of financial technology.

We offer

• Internal career growth opportunities


• Opportunities to innovate in fintech


• Inclusive and diverse team atmosphere


• Professional and personal development


• Resources to contribute to your community

Privacy Statement

FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice.

EEOC Statement

FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here

Conditions

For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis.

Sourcing Model

Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.