Client Success Manager – Lead

🔥 3 hours ago

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FIS

10,000+ employees

💳 Fintech

🏦 Banking

🤝 B2B

💰 $8G Post IPO debt on 2025-05

Fintech • Banking • B2B

FIS is a global financial technology company that provides payments, banking, asset management and related software and services to financial institutions, merchants and partners. Its technology powers mobile banking, processes payments and asset management transactions (the company cites processing $40 trillion on its asset management technology), accepts hundreds of payment methods across more than 125 countries, and supports banks with risk, compliance and back-office systems. FIS primarily sells enterprise-grade financial technology to other businesses and financial institutions and operates worldwide.

📋 Description

• Acts as the primary liaison for high-value clients, ensuring seamless communication, resolution of concerns for their product area, and strategic alignment between FIS and the client • Owns and develops detailed, tailored plans for client success, retention, and expansion opportunities to ensure Client Success Plans are accurate and up to date • Ensures FIS is delivering the stated business objectives and client is achieving desired ROI • Ensures alignment across internal teams by facilitating collaboration and maintaining a united front during client engagements • Leads weekly client check-ins, monthly performance reviews, and partners on strategic discussions including but not limited to product adoption, expansion opportunities, and other commercial endeavors • Collaborates with sales teams to strengthen renewal strategies and identify expansion opportunities • Understands contractual obligations with regard to resources, roles and responsibilities • Is an expert on that client’s impact to FIS financial performance which includes but is not limited to revenue visibility, sales performance, renewal transactions, credits and SLAs • Represents the client’s voice internally, ensuring their needs and concerns are addressed as well as managing various escalations • Understands overall client health to proactively identify risks and opportunities • Maintain accurate and timely documentation in various systems to support reporting and leadership visibility

🎯 Requirements

• 5-7 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

🏖️ 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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