FIS

Financial Technology

TeamLead,ClientSuccessManager

$145–205k ~AI est. New York, New York, United States FULL TIME
The Brief

“Team Lead, Client Success Manager at FIS. Skills: Client Success Management, Team Leadership, Financial Technology. Lead a team of CSMs. Manage a portfolio of clients”

What You'll Achieve.

Maximize value of FIS software; Achieve business goals; Deliver measurable ROI; Realize value from products; Minimize churn risk; Identify expansion opportunities; Drive adoption; Drive satisfaction; Drive measurable impact; Enable value realization; Achieve desired outcomes; Mitigate risk; Improve product adoption; Deliver business value outcomes; Reduce churn

Industry & Context.

Financial Technology
Problems you'll solve

Analytical skills

What They're Looking For.

Must Have

8+ years Client Success experience, 8+ years Client Service/Support experience, 8+ years Account Management experience, Prior people-management experience, Player/coach readiness, Understanding of commercial loan process, Understanding of Asset Financing, Bachelor's degree or equivalent experience, 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

Nice to Have

MBA or advanced degree preferred

What You'll Do.

Manage a portfolio of clients

Drive client satisfaction

Drive solution adoption

Drive value realization

Drive expansion of FIS software solutions

Operate as strategic advisor

Operate as hands-on leader

Ensure client outcomes

Ensure team performance

Execute scalable client success model

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

Collaborate with clients to build success plan

Achieve desired outcomes through product adoption

Proactively analyze client health

Proactively analyze product usage data

Take necessary actions to mitigate risk

Improve product adoption

Deliver business value outcomes

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-functionally with product; Cross-functionally with sales; Cross-functionally with support teams; With sales teams; With professional services teams

Communication Scope

Business value articulation; Presentation skills; Customer engagement

Free ATS check

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