FIS
Financial Technology
CSM,StrategicAccounts
Neural analysis suggests this role is
optimal for Mid+ candidates.
“CSM, Strategic Accounts at FIS. Skills: Client Success Management, Account Management, Value Realization. Act as primary liaison for high-value clients. Ensure seamless communication”
What You'll Achieve.
Deliver measurable ROI; Minimize churn risk; Minimize compression risk
Industry & Context.
Analytical skills
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, Ability to articulate business value, Knowledge of financial technology industry, Strong analytical skills, Strong communication/presentation skills, Strong leadership skills, Ability to collaborate with cross-functional teams
Nice to Have
Previous experience in financial technology services
What You'll Do.
Act as primary liaison for high-value clients
Ensure seamless communication
Resolve client concerns
Ensure strategic alignment
Develop client success plans
Develop client retention plans
Develop expansion opportunity plans
Ensure clients achieve desired ROI
Facilitate collaboration across internal teams
Maintain united front during client engagements
Lead weekly client check-ins
Lead monthly performance reviews
Partner on strategic discussions
Collaborate with sales teams
Strengthen renewal strategies
Identify expansion opportunities
Understand contractual obligations
Understand client financial performance
Represent client voice internally
Address client needs and concerns
Manage client escalations
Monitor client health
Identify client risks
Identify client opportunities
Maintain accurate documentation
Support leadership visibility
How You'll Work.
Team & Collaboration
Internal teams; Sales teams; Cross-functional teams
Communication Scope
Verbal communication; Written communication; Presentation skills
Full Job Description
**Job Description** As the world works and lives faster, FIS is leading the way. Our fintech solutions touch nearly every market, company and person on the planet. Our teams are inclusive and diverse. Our colleagues work together and celebrate together. If you want to advance the world of fintech, we’d like to ask you: Are you FIS? **About the Role** The Primary Client Success Manager serves as the primary client-facing lead for FIS 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. **About the team:** The Client Success Manager is part of the Client Success organization and orchestrates the post-sales experience for clients. Their priority is to **use their market and product expertise to help clients achieve business goals, deliver measurable ROI through product adoption, and realize value from our products.** CSMs are also responsible **for minimizing churn/compression risk and identifying expansion opportunities.** **What you will be doing:** * **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 * **Strategic Planning** : Owns and develops detailed, tailored plans for client success, retention, and expansion opportunities to ensure Client Success Plans are accurate and up to date * **Value Realization** : Ensures FIS is delivering the stated business objectives and client i
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