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Account Manager Sr Lead, Client Success (CSM)

Role overview

Qualifications

  • 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

Responsibilities

  • Acts as the primary liaison for high-value clients, ensuring seamless communication and strategic alignment
  • Ensures alignment across internal teams by facilitating collaboration during client engagements
  • Develop a deep understanding of clients’ business objectives and collaborate to build a joint success plan
  • Proactively analyze client health and product usage data, taking necessary actions to mitigate risk and improve product adoption

Key facts

Hard skills

Other skills

  • Analytical Skills
  • Communication
  • Leadership
  • Collaboration
  • Relationship Building
  • Problem Solving

About the company

FIS logo

FIS

Financial Services

FIS is at the heart of the commerce and financial transactions that power the world’s economy. We are passionate about helping businesses and communities thrive by advancing the way the world pays, banks and invests, serving more than 20,000 clients and more than one million merchant locations in over 130 countries. For more information about FIS, visit http://www.fisglobal.com.

Company details

Company typeXLarge
IndustryFinancial Services
Company size10001

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Job description

Job Description

Every day at FIS, innovators, problem solvers and changemakers work together to create technology that advances the world of finance. We embrace new ideas, challenge what's possible and empower our teams to make a lasting impact. If you're ready to help shape the future of fintech, unlock your next chapter with FIS.


About the Role:

The Director of Client Success/Primary Client Success Manager serves as the primary client-facing operational excellence lead for FIS’s most strategic accounts. Acting as a strategic partner to clients and a bridge between internal teams and external stakeholders, this role is responsible for advocating for the client internally and representing a unified FIS externally. The DCS/PCSM drives client satisfaction, solution adoption, and overall value realization. By serving as a strategic partner, the DCS/PCSM ensures clients realize the full value of their investment, fosters long-term relationships, and aligns FIS solutions with business goals all while supporting the broader mission of client advocacy and partnership.

Key responsibilities:

  • Client Point of Contact: 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.
  • Team Coordination: Ensures alignment across internal teams by facilitating collaboration and maintaining a united front during client engagements.
  • 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 bring:

  • 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

At FIS, your career journey is yours to shape. We provide the tools, experiences and support to help you reach what's next.


Here’s what else we offer:

  • Opportunities to make an impact in fintech
  • Internal career growth opportunities
  • Personal and professional learning
  • Inclusive, diverse work environment
  • Resources to give back to your community

FIS is committed to providing its employees with an exciting career opportunity and competitive compensation. The pay range for this full-time position is $151,020.00 - $256,740.00 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. Please consult with your recruiter about the specific salary range for your preferred location during the hiring process.. This position may be eligible for bonus and/or commission.

Privacy Statement

FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice.

EEOC Statement

FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here


For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis.

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.

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
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