Senior Client Success & Account Manager — FinTech

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

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