Client Success Manager, Commercial Lending and Asset Financing
FIS, New York, New York, us, 10261
Position Type
Full time
Type Of Hire
Experienced (relevant combo of work and education)
Job Description 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?
About the role The Client Success Manager (CSM) is responsible for driving client satisfaction, solution adoption, and overall success for a specific solution. By serving as a strategic partner, the CSM ensures clients realize the full value of their investment, fostering long‑term relationships and aligning solution outcomes with business goals. This role will be aligned to the
FIS Commercial Lending Suite and Asset Financing
solutions. Our commercial lending technology supports both the customer's interactions and the full process behind the scenes.
About the team 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 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
Act as a subject matter expert
in business‑specific 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 & professional services teams
Participate in the renewal process
and articulate the renewal value story to clients
What you will need
5-7 years of
experience in Client Success, Client Service/Support, Account Management, or similar roles
Have an understanding of the entire
commercial loan process , and the individual needs of small‑to‑medium‑sized business customers, financial institutions and specialty lenders, our commercial lending technology supports both the customer's interactions and the full process behind the scenes. In addition to a basic understanding of operations related to Asset Financing between lessors and lessees.
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 analytical skills , including experience with Tableau or similar software, and turning data into insights
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, technical roles
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:
A voice in the future of fintech
Always‑on learning and development
Collaborative work environment
Opportunities to give back
Competitive salary and benefits
FIS is committed to providing its employees with an exciting career opportunity and competitive compensation. The pay range for this full‑time position is $0.00 - $999,999,999.00 and reflects the minimum and maximum target for new hire salaries for this position based on the posted role, level, and location. Within the range, actual individual starting pay is determined by additional factors, including job‑related skills, experience, and relevant education or training. Any changes in work location will also impact actual individual starting pay. Please consult with your recruiter about the specific salary range for your preferred location during the hiring process.
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.
EEOC Statement FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here
Sourcing Model Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.
#J-18808-Ljbffr
Full time
Type Of Hire
Experienced (relevant combo of work and education)
Job Description 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?
About the role The Client Success Manager (CSM) is responsible for driving client satisfaction, solution adoption, and overall success for a specific solution. By serving as a strategic partner, the CSM ensures clients realize the full value of their investment, fostering long‑term relationships and aligning solution outcomes with business goals. This role will be aligned to the
FIS Commercial Lending Suite and Asset Financing
solutions. Our commercial lending technology supports both the customer's interactions and the full process behind the scenes.
About the team 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 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
Act as a subject matter expert
in business‑specific 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 & professional services teams
Participate in the renewal process
and articulate the renewal value story to clients
What you will need
5-7 years of
experience in Client Success, Client Service/Support, Account Management, or similar roles
Have an understanding of the entire
commercial loan process , and the individual needs of small‑to‑medium‑sized business customers, financial institutions and specialty lenders, our commercial lending technology supports both the customer's interactions and the full process behind the scenes. In addition to a basic understanding of operations related to Asset Financing between lessors and lessees.
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 analytical skills , including experience with Tableau or similar software, and turning data into insights
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, technical roles
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:
A voice in the future of fintech
Always‑on learning and development
Collaborative work environment
Opportunities to give back
Competitive salary and benefits
FIS is committed to providing its employees with an exciting career opportunity and competitive compensation. The pay range for this full‑time position is $0.00 - $999,999,999.00 and reflects the minimum and maximum target for new hire salaries for this position based on the posted role, level, and location. Within the range, actual individual starting pay is determined by additional factors, including job‑related skills, experience, and relevant education or training. Any changes in work location will also impact actual individual starting pay. Please consult with your recruiter about the specific salary range for your preferred location during the hiring process.
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.
EEOC Statement FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here
Sourcing Model Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.
#J-18808-Ljbffr