FIS

Financial Technology

AccountManagerSrLead,ClientSuccess(CSM)

$135–195k ~AI est. Milwaukee, Wisconsin, United States FULL TIME
The Brief

“Account Manager Sr Lead, Client Success (CSM) at FIS. Skills: Client Success, Account Management, Financial Technology. Drive client satisfaction. Drive solution adoption”

What You'll Achieve.

Deliver measurable ROI; Achieve desired outcomes; Improve product adoption; Deliver business value outcomes; Reduce churn

Industry & Context.

Financial Technology
Problems you'll solve

Analytical skills; Turning data into insights

What They're Looking For.

Must Have

5-7 years experience in Client Success, 5-7 years experience in Client Service/Support, 5-7 years experience in Account Management, Bachelor's degree, Previous experience in financial technology services, Ability to articulate business value, Knowledge of financial technology industry, Knowledge of financial technology products, Strong analytical skills, Strong communication/presentation skills, Strong leadership skills, Ability to collaborate with cross-functional teams

What You'll Do.

Drive client satisfaction

Drive solution adoption

Drive overall success

Serve as strategic partner

Ensure clients realize full value

Foster long-term relationships

Align solution outcomes with business goals

Use product expertise to help clients achieve goals

Deliver ROI through product adoption

Realize value from products

Minimize churn/compression risk

Identify expansion opportunities

Act as subject matter expert

Lead strategic conversations

Identify partnership opportunities

Identify growth opportunities

Identify expansion opportunities

Collaborate cross-functionally

Deliver tailored solutions

Drive measurable impact

Build relationships with clients

Proactively engage across lifecycle

Enable value realization

Develop deep understanding of clients' business objectives

Build joint success plan

Achieve desired outcomes through product adoption

Proactively analyze client health

Analyze product usage data

Take necessary actions to mitigate risk

Improve product adoption

Deliver business value outcomes

Act as strategic advisor

Bring forward expansion opportunities

Bring forward insights to sellers

Influence product roadmaps

Capture expansion recommendations

Communicate expansion recommendations

Bring forward expansion recommendations

Act as liaison between product management

Partner with sales teams

Partner with professional services teams

Participate in renewal process

Articulate renewal value story

How You'll Work.

Team & Collaboration

Cross-functional teams; Product teams; Sales teams; Support teams; Renewal teams; Professional services teams

Communication Scope

Business value articulation; Presentation skills; Customer engagement

Free ATS check

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