Client Success Manager - Digital Banking

Fidelity Information Services, LLC

Florida

Hybrid

USD 75,000 - 110,000

Full time

3 days ago
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Benefits offered by this job

Internal career growth opportunities
Fintech innovation opportunities
Diverse team atmosphere
Professional and personal development
Community involvement resources

Job summary

Fidelity Information Services, LLC is seeking a Client Success Manager to drive satisfaction, engagement, and outcomes for assigned clients in a hybrid role based in one of our talent centers (Jacksonville or Milwaukee). You will be the trusted advisor, collaborating with product, sales, and support to maximize value and reduce churn.

Leverage your fintech background and analytics skills to understand client objectives, craft joint success plans, and identify expansion opportunities while

Qualifications

  • 2–5 years in Client Success or related roles in financial tech.
  • Bachelor's degree; fintech service experience is a plus.
  • Ability to articulate business value to stakeholders.

Responsibilities

  • Act as SME in technical solutions and business domains.
  • Collaborate with product, sales, and support to drive adoption and impact.
  • Build client relationships, enable value realization across lifecycle.
  • Understand client objectives and co-create measurable success plans.
  • Monitor health data, mitigate risk, improve product adoption and value.
  • Highlight expansion opportunities and influence roadmaps with client feedback.
  • Bridge product management and clients; partner with sales & services teams.
  • Support renewal discussions and articulate renewal value.

Skills

Client Success
Relationship Management
Financial Tech knowledge
Communication skills
Data analysis

Education

Bachelor's degree

Tools

Tableau

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

  • 2-5 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

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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