FIS
fintech
AccountManagerII,ClientSuccess(Wealth)
“Account Manager II, Client Success (Wealth) at FIS. Skills: Client Success, Account Management, Wealth. driving full post-sale client value and operational excellence. acting as liaison between client and product, support, professional services, and sales teams”
What You'll Achieve.
help clients achieve business goals; deliver measurable ROI through product adoption; realize value from products; minimizing churn/compression risk; identifying expansion opportunities; deliver business value outcomes; reduce churn; achieve desired outcomes through product adoption; enable value realization
Industry & Context.
analytical skills; turning data into insights; Assist in client issue resolution; Proactively analyze client health and product usage data; mitigate risk
required hybrid schedule in the posted location, Current and/or future sponsorships are not available for this role.
What They're Looking For.
Must Have
Experience focused on Wealth, 5-7 years of experience in Client Success, Client Service/Support, Account Management, or similar roles, Bachelor’s 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, analytical skills, including experience with Tableau or similar software, and turning data into insights, communication/presentation skills and confidence in all levels of customer engagement/situations, leadership and ability to collaborate with cross-functional teams incl. Sales, Renewals, technical roles
What You'll Do.
driving full post-sale client value and operational excellence
acting as liaison between client and product
professional services
Assist in client issue resolution
Proactively analyze client health and product usage data
improve product adoption
deliver business value outcomes
Develop a deep understanding of clients’ business objectives
collaborate with clients to build a joint success plan with milestones and measurable KPIs
Build relationships with clients
develop success plans
proactively engage across the lifecycle
enable value realization
driving product adoption of their specific product “major”
Act as a strategic advisor
bringing forward expansion opportunities and insights to EAM and sellers
influencing product roadmaps based on client feedback
Sources and hands off upsell/cross-sell opportunities to sellers
Participate in the renewal process
articulate the renewal value story to clients
How You'll Work.
Team & Collaboration
acting as liaison between client and product, support, professional services, and sales teams; collaborate with cross-functional teams incl. Sales, Renewals, technical roles
Communication Scope
Ability to clearly articulate business value (written/verbal) to various stakeholders within clients’ organizations; communication/presentation skills; confidence in all levels of customer engagement/situations
Process & Methodology
build a joint success plan with milestones and measurable KPIs
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