FIS
financial technology
Manager,ClientSuccess(CSM)
Neural analysis suggests this role is
optimal for Senior candidates.
“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.
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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