Account Manager Lead, Client Success (CSM)

FIS•Atlanta, GA
•Hybrid

About The Position

The Client Success Manager (CSM) drives client satisfaction, solution adoption, and overall success for a specific solution. Acting as a strategic partner, the CSM helps clients realize the full value of their investment, builds long-term relationships, and aligns solution outcomes with business goals. The role requires a hybrid schedule at one of FIS’s talent centers in Jacksonville, Atlanta, or Milwaukee.

Requirements

  • 5–7 years of experience in Client Success, Client Service/Support, Account Management, or similar roles.
  • Bachelor’s degree.
  • Ability to clearly articulate business value in writing and verbally to stakeholders across client organizations.
  • Knowledge of the financial technology industry and its products, including market trends, challenges, and opportunities.
  • Strong analytical skills, including experience with Tableau or similar software and the ability to turn data into insights.
  • Strong communication and presentation skills, with confidence in customer engagements at all levels and in varied situations.
  • Strong leadership and ability to collaborate with cross-functional teams, including Sales, Renewals, and technical roles.

Nice To Haves

  • Relevant previous experience in financial technology services.

Responsibilities

  • Serve as a subject matter expert in business-specific domains and lead strategic conversations with senior stakeholders to identify partnership, growth, and expansion opportunities.
  • Collaborate with product, sales, and support teams to deliver tailored solutions that drive adoption, satisfaction, and measurable impact.
  • Build strong client relationships, engage proactively throughout the client lifecycle, and enable value realization.
  • Understand clients’ business objectives and develop joint success plans with milestones and measurable KPIs to achieve desired outcomes through product adoption.
  • Analyze client health and product usage data, then take action to mitigate risk, improve adoption, deliver business value, and reduce churn.
  • Act as a strategic advisor by identifying expansion opportunities and sharing insights with sellers, and influence product roadmaps based on client feedback.
  • Capture and communicate customer-insight-based expansion recommendations to sellers.
  • Act as a liaison between product management and clients, partnering with sales and professional services teams.
  • Participate in the renewal process and articulate the renewal value story to clients.

Benefits

  • Opportunities to make an impact in fintech
  • Internal career growth opportunities
  • Personal and professional learning
  • Inclusive, diverse work environment
  • Resources to give back to your community
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