Client Success Manager II
FIS•Atlanta, GA
•$56,310 - $95,740
About The Position
The Client Success Manager (CSM) II is responsible for driving client satisfaction, solution adoption, and overall success for a specific solution. By serving as a strategic partner, the CSM ensures clients realize the full value of their investment, fostering long-term relationships and aligning solution outcomes with business goals.
Requirements
- 3-5 years of experience in Client Success, Client Service/Support, Account Management, or similar roles
- 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 business-specific domains, leading strategic conversations with senior stakeholders to identify partnership, growth, and expansion opportunities.
- 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
Benefits
- A voice in the future of fintech
- Always-on learning and development
- Collaborative work environment
- Opportunities to give back
- Competitive salary and benefits
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
