FIS

financial technology

Manager,ClientSuccess(CSM)

Milwaukee, Wisconsin, United States FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Senior candidates.

The Brief

“Manager, Client Success (CSM) at FIS. Skills: Client Success, Account Management, Team Leadership, Financial Technology. Manage a defined portfolio of high‑value or complex clients as the primary Client Success Manager. Drive adoption, measurable value realization, retention, and expansion within owned accounts”

What You'll Achieve.

driving client value, retention and growth; client outcomes; team performance; execution of client success strategy; help clients achieve business goals; deliver measurable ROI through product adoption; realize value from products; minimizing churn/compression risk; identifying expansion opportunities; measurable value realization; retention; expansion; client business outcomes; portfolio health; retention; NPS; adoption metrics

Industry & Context.

financial technology
Problems you'll solve

resolve systemic client issues; drive corrective action plans

What They're Looking For.

Must Have

Bachelor's degree or equivalent experience required, 8-12+ years of experience in customer success, account management or related roles, Relevant previous experience in financial technology services, Knowledge of financial technology industry and products, including market trends, challenges, and opportunities, Proven experience managing enterprise or strategic client relationships, Prior people-management experience or player/ coach readiness, commercial acumen, Data-driven mindset with experience using CRM and client health metrics, Excellent stakeholder management and 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 clients as the primary Client Success Manager

measurable value realization

and expansion within owned accounts

Serve as an escalation point for critical client risks and relationship challenges

Build trusted relationships with senior client stakeholders and act as a strategic advisor

Develop and execute joint success plans with milestones and KPIs aligned to client business outcomes

and performance‑manage a team of Client Success Managers

Set clear expectations

and success plans aligned to Client Success strategy

Conduct regular one‑to‑ones

and client health deep dives

Build team capability across onboarding

and expansion motions

Model best‑in‑class client engagement while empowering team members to lead

Partner closely with Sales on renewals

and expansion opportunities

Collaborate with Product

and Professional Services to resolve systemic client issues

Act as a critical link between clients and internal teams

translating client needs into actionable insights

Advocate for the voice of the customer to 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 to identify risk and drive corrective action plans

Ensure consistent use of CRM tools

and engagement standards

Operate effectively in test

and iterate to improve outcomes

How You'll Work.

Team & Collaboration

Partner closely with Sales on renewals, upsell, and expansion opportunities; Collaborate with Product, Support, and Professional Services to resolve systemic client issues; Act as a critical link between clients and internal teams, translating client needs into actionable insights; Advocate for the voice of the customer to inform product and go‑to‑market strategies

Communication Scope

executive-level communication skills

Process & Methodology

Develop and execute joint success plans with milestones and KPIs aligned to client business outcomes

Full Job Description

**Job Description** The world of finance moves fast. At FIS, we’re faster. Our teams are empowered to learn, grow, and make an impact–in their careers and communities. We deliver innovation that advances the way the world pays, banks and invests. If you want to grow personally and professionally, we’d like to know: Are you FIS? **About the role:** The Manager, Client Success is responsible for directly managing a book of strategic or portfolio accounts **while leading and developing a team** of Client Success Managers. This role is responsible for driving client value, retention and growth by leading a team of client success managers while also directly managing a portfolio of key accounts. The Manager blends strategic leadership with hands-on execution ensuring best practices are modeled, client relationships are strengthened and business outcomes are consistently delivered and is accountable for client outcomes, team performance, and execution of client success strategy at a portfolio or segment level. **About the team:** The Manager, Client Success is part of the Client Success organization and orchestrates the post-sales experience for clients. Their priority is to use their product expertise to help clients achieve business goals, deliver measurable ROI through product adoption, and realize value from products. CSMs are also responsible for minimizing churn/compression risk and identifying expansion opportunities. **What you will be doing:** **_Client Ownership_** * Manage a defined portfolio of high‑value or complex clients as the primary Client Success Manager * Drive adoption, measurable value realization, retention, and expansion within owned accounts * Serve as an escalation point for critical client risks and relationship challenges * Build trusted relationships with senior client stakeholders and act as a strategic advisor * Develop and execute joint success plans with milestones and KPIs aligned to client business outcomes ** _Team Leadership_** * Lead,

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