Account Manager II, Client Success (Wealth)

FIS Client Success Manager
This is a full-time position with a required hybrid schedule in the posted location.

Current and/or future sponsorships are not available for this role.

About the Role
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

Accountable for driving full post‑sale client value and operational excellence, acting as liaison between client and product, support, professional services, and sales teams when required

Assist in client issue resolution, taking a portfolio‑specific lens

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

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

Build strong relationships with clients, develop success plans, proactively engage across the lifecycle, and enable value realization

Responsible for driving product adoption of their specific product "major"

Act as a strategic advisor, bringing forward expansion opportunities and insights to EAM and sellers, and influencing product roadmaps based on client feedback

Sources and hands off upsell/cross‑sell opportunities to sellers

Participate in the renewal process and articulate the renewal value story to clients

What You Bring

Experience focused on Wealth

5-7 years of experience in Client Success, Client Service/Support, 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 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

Flexible and creative work environment

Diverse and collaborative atmosphere

Professional and personal development resources

Opportunities to volunteer and support charities

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.

If you are made a conditional offer of employment, you will be required to undergo a drug test.

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