Account Manager Lead, Client Success (CSM)

fis; Milwaukee (WI); On-site; USD 90,000 - 130,000; Full time

Job summary

FIS in Milwaukee is seeking a Client Success Manager to drive client satisfaction, adoption, and expansion for fintech solutions. You will partner with clients and internal teams to deliver measurable ROI and value realization throughout the post-sales journey.

The role requires strategic advisory skills, the ability to analyze usage data, and cross-functional collaboration with product, sales, and support teams to minimize churn and grow accounts.

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 articulate business value to various stakeholders in 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

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

Skills

Client success

Stakeholder management

Data analysis

Communication skills

Cross-functional collaboration

Leadership

Education

Bachelor's degree

Tools

Tableau

Job description

Job Description

As the world works and lives faster, FIS is leading the way. Our fintech solutions touch nearly every market, company and person on the planet. Our teams are inclusive and diverse. Our colleagues work together and celebrate together. If you want to advance the world of fintech, we'd like to ask you: Are you FIS?

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.

About the team:

The Client Success Manager is part of the Client Success organization and orchestrates the post-sales experience for clients. Their priority is to use their product expertise to help clients achieve business goals, deliver measurable ROI through product adoption, and realize value from products. CSMs are also responsible for minimizing churn/compression risk and identifying expansion opportunities.

What you will be doing:

• 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 will need:

• 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

What we offer you:

• A career at FIS is more than just a job. It's the chance to shape the future of fintech. At FIS, we offer you:
• A voice in the future of fintech
• Always-on learning and development
• Collaborative work environment
• Opportunities to give back
• Competitive salary and benefits

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.