Account Manager Lead, Client Success (CSM)

FIS; Atlanta (GA); Hybrid; USD 90,000 - 140,000; Full time

Benefits offered by this job

Impact in fintech

Internal career growth

Learning opportunities

Inclusive work environment

Community involvement

Job summary

FIS is seeking a Client Success Manager to drive client satisfaction, adoption, and value realization for financial technology solutions. The role focuses on strategic partnerships, managing health metrics, renewals, and expansion opportunities with senior stakeholders.

You will collaborate with product, sales, and support teams while building lasting relationships and guiding customers to achieve their business goals through product adoption.

Qualifications

• 5-7 years of experience in Client Success, Client Service/Support, Account Management, or similar roles.
• Bachelor's degree; relevant previous experience in financial technology services.
• Ability to clearly articulate business value to stakeholders in clients' organizations.
• Knowledge of financial technology industry, products, trends and opportunities.
• Strong analytical skills and experience turning data into insights.

Responsibilities

• Act as a subject matter expert in business-specific domains, leading strategic conversations with senior stakeholders.
• Collaborate cross-functionally with product, sales, and support to deliver tailored solutions.
• Build strong relationships with clients and enable value realization across the lifecycle.
• Develop a joint success plan with milestones and measurable KPIs.
• Proactively analyze client health and product usage to mitigate risk and reduce churn.
• Act as a strategic advisor to identify expansion opportunities and influence product roadmaps.
• Capture and communicate expansion recommendations from customer insights to sellers.
• Serve as liaison between product management and clients; coordinate with sales & professional services.

Skills

Client Success

Account Management

Relationship Building

Business Value Articulation

Cross-functional Collaboration

Communication Skills

Education

Bachelor's degree

Tools

Tableau

Job description

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, Jacksonville, Atlanta or Milwaukee

About the role:

The Client Success Manager (CSM) is responsible for driving client satisfaction, solution adoption, and overall success for a specific solution. By serving as a strategic partner, the CSM ensures clients realize the full value of their investment, fostering long-term relationships and aligning solution outcomes with business goals.

Your key responsibilities:

• Act as a subject matter expert in business-specific domains, leading strategic conversations with senior stakeholders to identify partnership, growth, and expansion opportunities.
• 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:

• 5-7 years of experience in Client Success, Client Service/Support, Account Management, or similar roles
• 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

At FIS, your career journey is yours to shape. We provide the tools, experiences and support to help you reach what's next.

Here’s what else we offer:

• Opportunities to make an impact in fintech

• Internal career growth opportunities

• Personal and professional learning

• Inclusive, diverse work environment

• Resources to give back 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

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.

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