FIS
financial technology
TeamLead,ClientSuccessManager(CSM)
“Team Lead, Client Success Manager (CSM) at FIS. Skills: Client Success Management, Team Leadership, Account Management, Financial Technology. Manage a defined portfolio of high‑value or complex clients. Drive adoption, measurable value realization, retention, and expansion within owned accounts”
Industry & Context.
Resolve systemic client issues; Analyze client health and usage data to identify risk and drive corrective action plans
What They're Looking For.
Must Have
Bachelor's degree or equivalent experience, 8-12+ years of experience in customer success, account management or related roles, 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
What You'll Do.
Manage a defined portfolio of high‑value or complex clients
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
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
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
Communication Scope
Executive-level communication skills
Process & Methodology
Develop and execute joint success plans with milestones and KPIs aligned to client business outcomes
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