Account Manager Lead, Client Success (CSM)

About the role

The Client Success Manager (CSM) is responsible for driving client satisfaction, solution adoption, and overall success as it relates to the client's use of a specific solution(s) from the Treasury & Risk portfolio of Capital Markets. By serving as a strategic partner, the CSM ensures clients realize the full value of their investment, fostering long-term relationships and aligning product usage with business goals. The Client Success Manager is part of the Client Success organization and orchestrates the post-sales experience for clients. Their priority is to use their product and business expertise to help clients achieve goals, deliver measurable ROI through product adoption, and realize value from products. CSMs are also responsible for minimizing churn and identifying expansion opportunities.

Responsibilities

• Act as a subject matter expert in Treasury and/or Risk domains, leading strategic conversations with senior stakeholders to identify partnership, growth, and expansion opportunities
• Collaborate cross-functionally with product, sales, and support teams to deliver tailored solutions that drive adoption, satisfaction, and measurable impact.
• Build strong relationships with clients, proactively engage across the lifecycle, and enable value realization
• Develop a deep understanding of clients' business objectives and collaborate with clients to build a joint success plan with milestones and measurable KPIs to achieve desired outcomes through product adoption
• Proactively analyze client health and product usage data, and take necessary actions to mitigate risk, improve product adoption, deliver business value outcomes, and reduce churn
• Act as a strategic advisor, bringing forward expansion opportunities and insights to sellers, and influencing product roadmaps based on client feedback
• Capture, communicate, and bring forward expansion recommendations from customer insights to sellers
• Act as a liaison between product management and clients; partner with sales, support & professional services teams
• Participate in the renewal process and articulate the renewal value story to clients

Requirements

• 5-7 years of experience in Client Success, Client Service, Professional Services/Implementation, Presales, Account Management, or similar roles
• Bachelor's degree; 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 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, professional services, support and technical roles
• Bonus if you have:
• What we offer you:
• A career at FIS is more than just a job. It's the chance to shape the future of fintech. At FIS, we offer you:
• Always-on learning and development
• Collaborative work environment
• Competitive salary with subsidised medical, personal insurances and ESPP
• #LI-TC2
• Privacy Statement
• FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice .
• Sourcing Model
• #pridepass

Benefits

Additional Information

As the world works and lives faster, FIS is leading the way. Our fintech solutions touch nearly every market, company and person on the planet. Our teams are inclusive and diverse. Our colleagues work together and celebrate together. If you want to advance the world of fintech, we'd like to ask you: Are you FIS?

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