FIS

Senior Client Success Manager – Trading and Asset Services

FIS

full-time

Posted on:

Location Type: Office

Location: Jacksonville • Florida • New York • United States

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Salary

💰 $0 - $999,999,999 per year

Job Level

Senior

About the role

  • 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

Requirements

  • 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, Electronic Trading and Investment Banks.
  • Clear understanding of features & services (functional & technical) used in Trade Execution, Securities Finance, Portfolio Management, Fund Accounting, Post Trade Settlements, a must
  • Knowledge of financial instruments, including Derivatives, Private Assets and Crypto preferred
  • 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 strongly 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.
Benefits
  • A voice in the future of fintech
  • Always-on learning and development
  • Collaborative work environment
  • Opportunities to give back
  • Competitive salary and benefits
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
Client SuccessAccount ManagementTrade ExecutionSecurities FinancePortfolio ManagementFund AccountingPost Trade SettlementsFinancial InstrumentsData AnalysisPowerBI
Soft Skills
Analytical SkillsCommunication SkillsPresentation SkillsLeadershipCollaborationStakeholder EngagementRelationship ManagementStrategic AdvisoryProblem SolvingProactive Engagement