FIS

Manager, Client Success (CSM)

FIS$90K — $120K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree or equivalent experience; MBA preferred
  • 8-12+ years in customer success or related roles
  • Experience in financial technology services
  • Knowledge of market trends and challenges in financial technology
  • Proven track record managing enterprise client relationships
  • People management or strong readiness for player/coach role
  • Data-driven with CRM and client metrics expertise
  • Excellent communication skills with senior stakeholders

Responsibilities

  • Manage a portfolio of high-value clients as the primary Client Success Manager
  • Drive client adoption and measurable value within accounts
  • Serve as an escalation point for critical client issues
  • Build trusted relationships with senior client stakeholders
  • Develop joint success plans aligned with client business outcomes
  • Lead and mentor a team of Client Success Managers
  • Monitor portfolio health and key performance metrics

Benefits

  • A voice in shaping the future of fintech
  • Always-on learning and development opportunities
  • Collaborative work environment
  • Opportunities to give back to the community
  • Competitive salary and benefits packages
Full Job Description

About the role:

The Client Success Manager is responsible for directly managing a book of strategic or portfolio accounts whilst leading and developing a team of Client Success Managers. This role is responsible for driving client value, retention and growth by leading a team of client success managers while also directly managing a portfolio of key accounts. The Manager blends strategic leadership with hands-on execution ensuring best practices are modeled, client relationships are strengthened and business outcomes are consistently delivered and is accountable for client outcomes, team performance, and execution of client success strategy at a portfolio or segment level.

About the team:

The Client Success Manager 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:

Client Ownership

  • Manage a defined portfolio of highvalue or complex clients as the primary Client Success Manager

  • Drive adoption, measurable value realization, retention, and expansion within owned accounts

  • Serve as an escalation point for critical client risks and relationship challenges

  • Build trusted relationships with senior client stakeholders and act as a strategic advisor

  • Develop and execute joint success plans with milestones and KPIs aligned to client business outcomes

Team Leadership

  • Lead, coach, mentor, and performancemanage a team of Client Success Managers

  • Set clear expectations, objectives, and success plans aligned to Client Success strategy

  • Conduct regular onetoones, deal reviews, and client health deep dives

  • Build team capability across onboarding, adoption, risk management, renewals, and expansion motions

  • Model bestinclass client engagement while empowering team members to lead

CrossFunctional Collaboration

  • Partner closely with Sales on renewals, upsell, and expansion opportunities

  • Collaborate with Product, Support, and Professional Services to resolve systemic client issues

  • Act as a critical link between clients and internal teams, translating client needs into actionable insights

  • Advocate for the voice of the customer to inform product and gotomarket strategies

Execution & Operational Excellence

  • Translate Client Success strategy into daytoday execution

  • Monitor portfolio health, retention, NPS, and adoption metrics

  • Proactively analyze client health and usage data to identify risk and drive corrective action plans

  • Ensure consistent use of CRM tools, playbooks, and engagement standards

  • Operate effectively in ambiguity; test, learn, and iterate to improve outcomes

Required Qualifications

  • Bachelors degree or equivalent experience required, MBA or another advanced degree preferred

  • 8-12+ years of experience in customer success, account management or related roles

  • Relevant previous experience in financial technology services

  • Knowledge of financial technology industry and products, including market trends, challenges, and opportunities

  • Proven experience managing enterprise or strategic client relationships

  • Prior people-management experience or strong player/ coach readiness

  • Strong commercial acumen

  • Data-driven mindset with experience using CRM and client health metrics

  • Excellent stakeholder management and executive-level communication skills

What we offer you:

A career at FIS is more than just a job. Its 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


#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
Net Income
$158 million
Founded
1968
5 Year Trend
+9.5%
Revenue
$12.5 billion
NASDAQ

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