Account Manager Senior, Client Success (CSM)
About The Position
The Client Success Manager (CSM) drives client satisfaction, engagement, and successful business outcomes within an assigned area of specialization. As a trusted advisor and strategic partner, the CSM helps clients maximize the value of FIS solutions and services while aligning outcomes with their operational and business objectives. Through proactive relationship management, client advocacy, and collaboration, the CSM fosters long-term partnerships that support client growth, adoption, and success. The position follows a required hybrid schedule at a FIS talent center in Jacksonville or Milwaukee. The CSM works with clients throughout their lifecycle, develops joint success plans, monitors client health and product usage, identifies risks and opportunities, supports renewals, and shares client feedback with internal teams.
Requirements
- At least 5 years of experience in Client Success, Relationship/Account Management, or similar roles in financial technology.
- Bachelor’s degree and relevant previous experience in financial technology services.
- Ability to clearly communicate business value in writing and verbally to varied client stakeholders.
- Knowledge of the financial technology industry and 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 engaging customers at all levels and in varied situations.
- Strong leadership and ability to collaborate with cross-functional teams, including Sales, Renewals, and technical roles.
Responsibilities
- Act as a subject matter expert in technical solutions and business-specific domains.
- Collaborate with product, sales, and support teams to deliver tailored solutions that drive adoption, satisfaction, and measurable impact.
- Build strong client relationships, proactively engage throughout the client lifecycle, and enable value realization.
- Understand clients’ business objectives and work with them to create joint success plans with milestones and measurable KPIs to achieve desired outcomes through product adoption.
- Analyze client health and product usage data, taking action to mitigate risk, improve product adoption, deliver business value, and reduce churn.
- Serve as a strategic advisor by identifying expansion opportunities and insights for sellers and influencing product roadmaps through client feedback.
- Capture and communicate expansion recommendations based on customer insights to sellers.
- Liaise between product management and clients, and partner with sales and professional services teams.
- Participate in the renewal process and communicate the renewal value story to clients.
Benefits
- Internal career growth opportunities
- Opportunities to innovate in fintech
- Inclusive and diverse team atmosphere
- Professional and personal development
- Resources to contribute to your community
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What This Job Offers
Job Type
Full-time
Career Level
Senior
