Senior Client Success Manager (Fintech) Hybrid

FIS Management Services LLC

Milwaukee (WI)

Hybrid

USD 90,000 - 120,000

Full time

6 days ago
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Benefits offered by this job

Internal career growth opportunities
Innovation in fintech
Inclusive and diverse team

Job summary

FIS Management Services LLC is seeking a Client Success Manager to drive client satisfaction and business outcomes in a hybrid role based in Milwaukee or Jacksonville. You will act as a trusted advisor, collaborating with product, sales, and support to ensure adoption and measurable impact.

You will analyze client health, craft joint success plans with KPIs, and identify expansion opportunities while reducing churn through data-driven insights and strong client partnerships.

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 to various stakeholders
  • Knowledge of financial technology industry and products, including trends and opportunities
  • Strong analytical skills, including experience with Tableau or similar software
  • Strong communication/presentation skills and confidence in all levels of customer engagement
  • 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
  • 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
Financial Technology
Data analysis
Tableau
Communication
Cross-functional collaboration
Leadership

Education

Bachelor's degree

Tools

Tableau

Job description

FIS Management Services LLC is seeking a Client Success Manager to drive client satisfaction and business outcomes in a hybrid role based in Milwaukee or Jacksonville. You will act as a trusted advisor, collaborating with product, sales, and support to ensure adoption and measurable impact.

You will analyze client health, craft joint success plans with KPIs, and identify expansion opportunities while reducing churn through data-driven insights and strong client partnerships.

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