Account Manager Lead, Client Success

FIS

Client Success Manager at FIS managing strategic accounts and leading a team of client success managers. Driving client value, retention, and expansion for financial technology services.

Posted 6/4/2026full-timeMilwaukee • Florida, New York, Wisconsin • 🇺🇸 United StatesSeniorWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

customer successaccount managementdata analysisKPI developmentrisk managementperformance managementonboardingadoption strategiesretention strategiesexpansion strategies

Soft Skills

relationship buildingstrategic advisingcoachingmentoringstakeholder managementcommunicationcommercial acumenteam leadershipproblem-solvingdata-driven mindset

Tools & Technologies

CRM toolsclient health metricsengagement standardsplaybooks

Certifications & Qualifications

Bachelor's degreeMBAadvanced degree

Industry Keywords

financial technologyenterprise client relationshipsmarket trendsclient retentionNPSclient success strategy

About the role

Key responsibilities & impact

Manage a defined portfolio of high‑value or complex clients as the primary Client Success Manager
Drive adoption, measurable value realization, retention, and expansion within owned accounts
Serve as an escalation point for critical client risks and relationship challenges
Build trusted relationships with senior client stakeholders and act as a strategic advisor
Develop and execute joint success plans with milestones and KPIs aligned to client business outcomes
Lead, coach, mentor, and performance‑manage a team of Client Success Managers
Set clear expectations, objectives, and success plans aligned to Client Success strategy
Conduct regular one‑to‑ones, deal reviews, and client health deep dives
Build team capability across onboarding, adoption, risk management, renewals, and expansion motions
Monitor portfolio health, retention, NPS, and adoption metrics
Proactively analyze client health and usage data to identify risk and drive corrective action plans
Ensure consistent use of CRM tools, playbooks, and engagement standards

Requirements

What you’ll need

Bachelor’s degree or equivalent experience required, MBA or another advanced degree preferred
8-12+ years of experience in customer success, account management or related roles
Relevant previous experience in financial technology services
Knowledge of financial technology industry and products , including market trends, challenges, and opportunities
Proven experience managing enterprise or strategic client relationships
Prior people-management experience or strong player/ coach readiness
Strong commercial acumen
Data-driven mindset with experience using CRM and client health metrics
Excellent stakeholder management and executive-level communication skills.

Benefits

Comp & perks

Health insurance
Retirement plans
Paid time off