Account Manager Senior, Client Success (CSM)
Fisglobal, Milwaukee, WI, United States
Client Success Manager
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. 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: 5-10 years of experience in Client Success/Service, Client Support/Help Desk, Account Management, or similar roles 7-10 years of experience in defining/using solutions for Private Equity Markets and Investment Banks. Clear understanding of features & services (functional & technical) used in Private Equity Markets and Investment Banks, a must Bachelor's degree; prior 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. Knowledge of FIS Capital Markets products and services preferred. Strong analytical skills, including experience with PowerBI or similar software, and turning data into insights Strong communication/presentation skills and confidence in all levels of customer engagement/situations. Lead and own the relationship Strong leadership and ability to collaborate with cross-functional teams incl. Solutions, Development, Sales, Pre-Sales, Renewals, Support, Commercials, etc. What 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
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. 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: 5-10 years of experience in Client Success/Service, Client Support/Help Desk, Account Management, or similar roles 7-10 years of experience in defining/using solutions for Private Equity Markets and Investment Banks. Clear understanding of features & services (functional & technical) used in Private Equity Markets and Investment Banks, a must Bachelor's degree; prior 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. Knowledge of FIS Capital Markets products and services preferred. Strong analytical skills, including experience with PowerBI or similar software, and turning data into insights Strong communication/presentation skills and confidence in all levels of customer engagement/situations. Lead and own the relationship Strong leadership and ability to collaborate with cross-functional teams incl. Solutions, Development, Sales, Pre-Sales, Renewals, Support, Commercials, etc. What 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