The Team
fintech
CSM,StrategicAccounts
“CSM, Strategic Accounts at The Team. Skills: Client Success, Account Management, financial technology. 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”
Industry & Context.
Strong analytical skills, including experience with Tableau or similar software, and turning data into insights
What They're Looking For.
Must Have
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, 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
What You'll Do.
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
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 is achieving desired ROI
Team Coordination: Ensures alignment across internal teams by facilitating collaboration and maintaining a united front during client engagements
Client Engagements: Leads weekly client check-ins
monthly performance reviews
and partners on strategic discussions including but not limited to product adoption
expansion opportunities
and other commercial endeavors
Commercial Partnership: Collaborates with sales teams to strengthen renewal strategies and identify expansion opportunities
Contractual Visibility: Understands contractual obligations with regard to resources
roles and responsibilities
Account Performance: is an expert on that client’s impact to FIS financial performance which includes but is not limited to revenue visibility
Client Advocacy: Represent the client’s voice internally
ensuring their needs and concerns are addressed as well as managing various escalations
Client Health Monitoring: Understands overall client health to proactively identify risks and opportunities.
Reporting & Documentation: Maintain accurate and timely documentation in various systems to support reporting and leadership visibility
How You'll Work.
Team & Collaboration
Ensures alignment across internal teams by facilitating collaboration and maintaining a united front during client engagements; Collaborates with sales teams to strengthen renewal strategies and identify expansion opportunities; Strong leadership and ability to 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; Strong communication/presentation skills and confidence in all levels of customer engagement/situations
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