Account Manager Senior, Client Success (CSM)

Fidelity Information Services, LLC; Florida; Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Internal career growth opportunities

Innovate in fintech

Inclusive and diverse team atmosphere

Professional and personal development

Community involvement resources

Job summary

Fidelity Information Services, LLC (FIS) is seeking a Client Success Manager (CSM) to drive client satisfaction, adoption, and outcomes within a defined specialization. You will act as a trusted advisor, partnering with clients to maximize value from our fintech solutions and services while aligning to strategic objectives.

As a CSM, you will collaborate with product, sales, and support teams to deliver tailored solutions, monitor health metrics, and enable value realization across the customer

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.

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.

Skills

Client Success

Relationship management

Communication

Leadership

Data analysis

Education

Bachelor's degree

Tools

Tableau

CRM software

Job description

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 or Milwaukee.

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

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.