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CSM, Strategic Accounts
FISDirector of Client Success managing FIS's most strategic accounts while driving client satisfaction and fostering long-term relationships. Collaborating across teams to align solutions with business goals.
Tech Stack
Tools & technologiesTableau
About the role
Key responsibilities & impact- Acts as the primary liaison for high-value clients, ensuring seamless communication, resolution of concerns for their product area, and strategic alignment between FIS and the client
- Owns and develops detailed, tailored plans for client success, retention, and expansion opportunities to ensure Client Success Plans are accurate and up to date
- Ensures FIS is delivering the stated business objectives and client is achieving desired ROI
- Ensures alignment across internal teams by facilitating collaboration and maintaining a united front during client engagements
- Leads weekly client check-ins, monthly performance reviews, and partners on strategic discussions including but not limited to product adoption, expansion opportunities, and other commercial endeavors
- Collaborates with sales teams to strengthen renewal strategies and identify expansion opportunities
- Understands contractual obligations with regard to resources, roles and responsibilities
- Is an expert on that client’s impact to FIS financial performance which includes but is not limited to revenue visibility, sales performance, renewal transactions, credits and SLAs
- Represent the client’s voice internally, ensuring their needs and concerns are addressed as well as managing various escalations
- Understands overall client health to proactively identify risks and opportunities
- Maintain accurate and timely documentation in various systems to support reporting and leadership visibility
Requirements
What you’ll need- 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
Benefits
Comp & perks- A career at FIS is more than just a job. It’s the chance to shape the future of fintech.
- Always-on learning and development
- Collaborative work environment
- Opportunities to give back
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Client SuccessAccount ManagementAnalytical skillsData analysisFinancial technologyMarket trendsProduct adoptionRenewal strategiesPerformance reviewsRisk identification
Soft Skills
Communication skillsPresentation skillsLeadershipCollaborationStakeholder engagementProblem resolutionStrategic alignmentClient advocacyDocumentationProactive identification