FIS

Team Lead, Client Success Manager

FIS • $90K — $120K *
Milwaukee, WI 53215In-Person
Finance & Insurance
8 - 10 years of experience
Yesterday
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Job Overview by Ladders

Qualifications

  • 8+ years in Client Success, Client Service/Support, or Account Management roles
  • Previous experience in people management or player/coach readiness
  • Strong understanding of the commercial loan process and asset financing
  • Bachelor's degree required; MBA or advanced degree preferred
  • Experience in financial technology services
  • Ability to articulate business value to stakeholders
  • Knowledge of fintech industry trends and products
  • Strong analytical skills with experience in data visualization tools
  • Excellent communication and presentation skills
  • Proven leadership and collaboration skills with cross-functional teams

Responsibilities

  • Act as a subject matter expert in FIS software and engage senior stakeholders
  • Collaborate with product, sales, and support teams for tailored solutions
  • Build strong relationships and proactively engage clients across their lifecycle
  • Develop a joint success plan with milestones and measurable KPIs for clients
  • Analyze client health and product usage to mitigate risk and improve adoption
  • Act as a strategic advisor for expansion opportunities and client insights
  • Serve as a liaison between product management and clients during renewals

Benefits

  • A voice in shaping the future of fintech
  • Ongoing learning and development opportunities
  • Collaborative work environment
  • Chance to contribute to community initiatives
Full Job Description
Job Description

About the role:

The Client Success Manager (CSM) Team Lead is responsible for leading a team of CSMs while directly managing a portfolio of clients driving client satisfaction, solution adoption, value realization, and expansion of FIS software solutions across both hosted and SaaS environments. The Team Lead operates as both a strategic advisor and a hands-on leader, accountable for client outcomes, team performance, and the execution of a scalable, software-driven client success model.

This role will be aligned to the FIS® Commercial Lending Suite and Asset Financing solutions. Our commercial lending technology supports both the customer's interactions and the full process behind the scenes.

About the team:

This role is part of the Client Success organization and orchestrates the post-sales experience for clients. This role combines people leadership with deep product and platform expertise to ensure clients maximize the value of FIS software.

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 FIS software, including hosted and SaaS delivery models, 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:
  • 8 + years of experience in Client Success, Client Service/Support, Account Management, or similar roles
  • Prior people-management experience or strong player/coach readiness
  • Have an understanding of the entire commercial loan process, and the individual needs of small- to medium-sized business customers, financial institutions and specialty lenders, our commercial lending technology supports both the customer's interactions and the full process behind the scenes. In addition to a basic understanding of operations related to Asset Financing between lessors and lessees.
  • Bachelor's degree or equivalent experience required, MBA or another advanced degree preferred
  • 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


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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