FIS

Financial Technology

AccountManagerLead,ClientSuccess(CSM)

$115–165k ~AI est. Milwaukee, Wisconsin, United States FULL TIME
The Brief

“Account Manager Lead, Client Success (CSM) at FIS. Skills: Client Success Management, Team Leadership, Account Management. Manage a defined portfolio of high-value or complex. Drive adoption, measurable value realization, retention, and expansion”

What You'll Achieve.

Drive client value; Drive client retention; Drive client growth; Deliver measurable ROI; Realize value from products; Minimize churn risk; Minimize compression risk; Identify expansion opportunities; Achieve business goals; Deliver business outcomes

Industry & Context.

Financial Technology
Problems you'll solve

Risk management; Problem-solving

What They're Looking For.

Must Have

Bachelor's degree or equivalent experience, 8-12+ years of experience, Previous experience in financial technology services, Knowledge of financial technology industry and products, Proven experience managing enterprise or strategic client relationships, Prior people-management experience or player/coach readiness, Commercial acumen, Data-driven mindset, Experience using CRM and client health metrics, Excellent stakeholder management, Executive-level communication skills

Nice to Have

MBA or another advanced degree preferred

What You'll Do.

Manage a defined portfolio of high-value or complex

measurable value realization

Serve as an escalation point for critical client

Build trusted relationships with senior client stakeholders

Act as a strategic advisor

Develop and execute joint success plans

and performance-manage a team

Set clear expectations

Conduct regular one-to-ones

Build team capability across onboarding

Model best-in-class client engagement

Empower team members to lead

Partner closely with Sales on renewals

Collaborate with Product

and Professional Services

Resolve systemic client issues

Act as a critical link between clients and

Translate client needs into actionable insights

Advocate for the voice of the customer

Inform product and go-to-market strategies

Translate Client Success strategy into day-to-day execution

Monitor portfolio health

Proactively analyze client health and usage data

Identify risk and drive corrective action plans

Ensure consistent use of CRM tools

Operate effectively in test

How You'll Work.

Team & Collaboration

Cross-functional collaboration; Partner with Sales; Collaborate with Product; Collaborate with Support; Collaborate with Professional Services; Internal teams

Communication Scope

Executive-level communication

Free ATS check

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