FIS

Account Manager Lead, Client Success

FIS • $90K — $120K *
Jay, FL 32565In-Person
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • 7-10 years in Client Success, Client Service/Support, Account Management, or similar roles.
  • Bachelor's degree with experience in financial technology services.
  • Ability to articulate business value to various stakeholders.
  • Knowledge of financial technology industry and products.
  • Strong analytical skills, experience with Tableau or similar tools.
  • Strong communication and presentation skills for customer engagement.
  • Leadership skills and ability to collaborate with cross-functional teams.

Responsibilities

  • Act as a subject matter expert to lead strategic conversations with senior stakeholders.
  • Collaborate cross-functionally to deliver tailored solutions for client satisfaction.
  • Build strong client relationships and help realize value across the lifecycle.
  • Develop client success plans with measurable KPIs aligned to business objectives.
  • Analyze client health data to mitigate risk and improve product adoption.
  • Act as a strategic advisor to identify expansion opportunities for clients.
  • Capture and communicate expansion recommendations based on client insights.

Benefits

  • A voice in the future of fintech.
  • Always-on learning and development.
  • Collaborative work environment.
  • Opportunities to give back.
Full Job Description
Job Description

About the role:

The Client Success Manager (CSM) Lead 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.

About the team:

The Client Success Manager Lead is part of the Client Success organization and orchestrates the post-sales experience for clients. Their priority is to use their product expertise to help clients achieve business goals, deliver measurable ROI through product adoption, and realize value from products. CSMs are also responsible for minimizing churn/compression risk and identifying expansion opportunities.

What you will be doing:
  • 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


What you will need:
  • 7-10 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


What we offer you:

A career at FIS is more than just a job. It's the chance to shape the future of fintech. At FIS, we offer you:
  • A voice in the future of fintech
  • Always-on learning and development
  • Collaborative work environment
  • Opportunities to give back
  • Competitive salary and benefits


Sourcing Model

Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.

#pridepass

About FIS

Fidelity National Information Solutions is the nation’s most comprehensive source for real estate-related data, technology solutions.

FIS Careers

Join the vibrant team at FIS, a global leader in financial services technology. With a workforce of over 55,000 worldwide, FIS fosters a culture of innovation and leadership, offering unmatched opportunities for growth and professional development. Work You’ll Do At FIS, we empower the financial world with cutting-edge technology solutions, and we need your unique skills to help us redefine the future of finance. Whether you're looking for a position in software development, project management, or client services, FIS offers a dynamic range of job opportunities. Transform the Industry Be part of a team that is at the forefront of driving innovation in banking, payments, capital markets, and wealth management. FIS is where finance meets technology. By joining us, you will not only transform businesses but shape the way the world uses money. Innovative Work Environment FIS is committed to fostering a workplace where diverse perspectives and experiences are welcomed and respected. With diversity training and leadership programs, employees are encouraged to thrive both personally and professionally. Our commitment to diversity and inclusion is integral to our mission to empower the world with better financial technology. Career Growth and Development FIS believes in nurturing talent and leadership from within. With a plethora of training programs, workshops, and seminars, FIS is dedicated to your career advancement. From internships to leadership roles, your journey at FIS is filled with endless possibilities. Our robust networking events and professional development sessions ensure you have the tools to succeed in your career. Benefits and Culture Choosing a career at FIS means joining a family that values work-life balance and offers substantial benefits. Enjoy health, vision, and dental insurance, competitive retirement plans, and generous paid time off. Our culture promotes not just professional growth but personal well-being. Join Our Team Explore the numerous job opportunities at FIS where your skills can lead to meaningful outcomes. We are continuously hiring curious, creative, and motivated individuals who are ready to drive change in the fintech industry. Stay Connected Keep up to date with the latest in career opportunities and company news by joining our FIS Careers Network. Tailor your job search with personalized alerts and get insider tips that can help you craft the perfect resume and ace your interviews. Discover how your career can flourish by joining a team that’s dedicated to redefining the financial services landscape. Search FIS jobs today and see where your ambition can take you! [SEARCH FIS JOBS] Stay ahead with career tips, insider perspectives, and industry-leading insights you can put to use today—all from the people who work here. [READ CAREERS BLOG] Job Alert Emails Customize your subscription to receive job alerts, the latest news, and insider tips tailored to your preferences. Explore the exciting and rewarding opportunities that await at FIS.
Learn more about FIS
Size
65,000 employees
Market Cap
$39.7 billion
Industry
Finance & Insurance
Net Income
$158 million
Founded
1968
5 Year Trend
+9.5%
Revenue
$12.5 billion
NASDAQ
FIS
* Ladders Estimates

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