Senior Client Success Manager, FinTech

FIS Management Services LLC

Milwaukee (WI)

Hybrid

USD 90,000 - 130,000

Full time

2 days ago
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Benefits offered by this job

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

Job summary

FIS Management Services LLC is seeking a Client Success Manager in a hybrid role based in Milwaukee or New York. You will drive client satisfaction, adoption, and business outcomes by acting as a trusted advisor and partnering with product, sales, and support teams.

The role requires 5 years in client success or related fields within financial technology, with strong analytical and communication skills to articulate value to stakeholders across organizations.

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.

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
Account Management
Financial Technology
Tableau
Data Analysis
Cross-functional Collaboration
Communication Skills

Education

Bachelor’s degree

Tools

Tableau

Job description

FIS Management Services LLC is seeking a Client Success Manager in a hybrid role based in Milwaukee or New York. You will drive client satisfaction, adoption, and business outcomes by acting as a trusted advisor and partnering with product, sales, and support teams.

The role requires 5 years in client success or related fields within financial technology, with strong analytical and communication skills to articulate value to stakeholders across organizations.

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