Client Success Manager Illinois (Hybrid) · Intermediate · Full-time

BlueSnap, Inc; Colorado; Remote; USD 80,000 - 100,000; Full time

Job summary

A leading marketing transformation partner is seeking a Client Success Manager to empower financial institution clients and their SMB partners. This remote role involves designing training solutions, collaborating with internal teams, and driving client success through effective enablement strategies.

Qualifications

• 3-4 years in training or client education, ideally in B2B or fintech.
• Strong presentation and facilitation skills required.

Responsibilities

• Serve as a point of contact for financial institutions and SMB customers.
• Design and deliver training sessions tailored to client needs.
• Collaborate with teams to align training strategies with business goals.

Skills

Presentation Skills

Facilitation Skills

Communication Skills

Collaboration

Organization

Self-Motivation

Education

B2B Experience

Financial Services Experience

Tools

Microsoft Office

CRM Systems

Job description

Fusion92 is building the future of marketing through an unparalleled, data-driven approach to solving our clients' toughest problems. We call ourselves a Marketing Transformation Partner for clients, as through a culture of curiosity, fearlessness, teamwork and leadership, we turn our expertise toward creating new paths forward where our services and technology together unlock unprecedented growth.

We’re an independent, national enterprise based in Chicago with hubs in Detroit, Austin and Denver. Fusion92 is committed to a diverse, equitable, inclusive workplace that drives a positive impact in our global community.

We are experts across every field and discipline in marketing.

Fusion92 is for those who are obsessed with curiosity and innovation. We unite data scientists, media buyers, copywriters, technologists, developers, consultants, coders, UX/UI specialists, designers, strategists, producers, operations pros and more to deliver real results and to give answers to the unanswerable.

We launch products, we have patented innovations, we create award-winning ideas — we transform businesses. We are dreamers and doers, and we are ready for you to join us.

Our difference is our people. That's where you come in.

If you're curious and looking for a remote-flexible, integrated team where you can fearlessly collaborate and deliver best-in-class work, join us!

JOB SUMMARY:

TheClient Success Managerwill serve as the go-to enablement resource for our financial institution (FI) clients and their small to mid-sized business (SMB) partners. This client-facing role is responsible for identifying needs, building enablement strategies, and executing comprehensive training solutions to empower partners and drive success.

This person will work cross-functionally with internal teams—sales, marketing, and product—to ensure that clients have the tools, insights, and support to effectively activate, sell, and promote Fiserv products. From building and delivering training materials to facilitating white-glove onboarding, this individual is a key player in delivering impactful experiences and growing client relationships.

This role is part of our Fiserv Consulting group, Fiserv is a global fintech and payments company with solutions for banking, global commerce, merchant aquiring, bill and payments, and point-of-sale.

Bringing our core values — Curiosity, Fearlessness, Teamwork and Leadership —to life will be critical to the success of this individual.

Location:

Candidates must be located in Illinois, Texas, Colorado, Michigan, Georgia, or Ohio. For individuals based in our Michigan and Illinois locations, this will be a hybrid role, requiring both in-office and remote work. For candidates in Texas, Colorado, Georgia, or Ohio, this position will be fully remote.

GENERAL RESPONSIBILITIES:

• Serve as a dedicated point of contact for FIs, their SMB customers, and internal partners
• Design and deliver engaging training sessions, workshops, and webinars tailored to client needs
• Collaborate with sales, marketing, product management, and operational teams to align training strategies to business goals
• Execute go-to-market strategies and identify cross-sell and upsell opportunities
• Collect feedback and assess training program effectiveness to continuously improve content and delivery
• Provide real-time support for partner enablement, onboarding, and seller training
• Lead demos, presentations, and product education sessions to support client sales success
• Create and maintain training documentation, tools, and digital assets
• Promote product awareness and drive client engagement by sharing best practices and industry insights
• Track and report enablement activity and outcomes, aligning with leadership on cadence and distribution

Requirements

KNOWLEDGE/SKILLS/ATTRIBUTES REQUIRED:

• 3–4 years of training, enablement, or client education experience, ideally in a B2B or fintech environment
• 3+ years of sales or sales support experience, including pipeline-building strategies
• Strong presentation and facilitation skills, with experience in adult education or cognitive learning techniques
• Excellent interpersonal, written, and verbal communication skills
• Ability to collaborate across teams and influence stakeholders at all levels
• High level of organization, self-motivation, and ownership
• Experience supporting go-to-market initiatives and onboarding programs
• 2+ years in the banking or financial services industry
• Familiarity with consultative sales and negotiating techniques
• Proficiency in tools like Microsoft Office, webinar platforms, and CRM systems
• Experience working in high-touch, white-glove service environments

Travel Requirement:

Up to 50% travel required for client meetings, enablement sessions, and in-person training support

The hiring range for this discipline within our industry is $80,000 to $100,000. Where an employee is paid within this range will depend on multiple factors including, but not limited to location, years of experience, education, internal pay structure, and other contributing factors.

Disclaimer: All qualified candidates will receive consideration for employment without regard to age, race, creed, color, national origin, ancestry, marital status affectional or sexual orientation, gender identity or expression, disability, nationality, or sex.