Client Success Manager II
About the role
The Client Success Manager (CSM) is responsible for driving client satisfaction, engagement, and successful business outcomes within their assigned area of specialization. Serving as a trusted advisor and strategic partner, the CSM helps clients maximize the value of their solutions and services while aligning outcomes to their operational and business objectives. Through proactive relationship management, advocacy, and collaboration, the CSM fosters long-term partnerships that support client growth, adoption, and overall success.
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
- Participate in the renewal process and articulate the renewal value story to clients
Requirements
- 2-5 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
Qualifications
- Experience in financial technology services
Skills
- Business-specific domain expertise
- Strategic conversation facilitation
- Client relationship building
- Data analysis and reporting
- Communication and presentation skills
- Collaboration with cross-functional teams
Benefits
- A career at FIS is more than just a job. It’s the chance to shape the future of fintech.
- Affordable health insurance
- Paid time off
- Professional development opportunities
- Flexible work arrangements
Pay
The pay range for this full-time position is $56,310.00 - $95,740.00 and reflects the minimum and maximum target for new hire salaries for this position based on the posted role, level, and location. Within the range, actual individual starting pay is determined by additional factors, including job-related skills, experience, and relevant education or training. Any changes in work location will also impact actual individual starting pay.
Schedule
Full-time position.