Client Success Manager – II

FIS

Client Success Manager driving client satisfaction and engagement for fintech solutions. Collaborating with clients to achieve business objectives and improve product adoption.

Posted 7/16/2026full-timeJacksonville • Florida, New York, Wisconsin • 🇺🇸 United StatesJuniorMid-Level💰 $56,310 - $95,740 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Client Success and Account Management, with a strong focus on driving product adoption and delivering measurable business outcomes. Proficient in analyzing client data to mitigate risks and enhance value realization through strategic partnerships.

Highest-signal resume keywords

Client Success ManagementFinancial Technology KnowledgeAnalytical SkillsCross-Functional CollaborationCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client SuccessAccount ManagementData AnalysisKPI DevelopmentProduct Adoption Strategies

Soft Skills

Strong CommunicationLeadershipRelationship BuildingStrategic Thinking

Tools & Technologies

TableauFinancial Technology Products

Industry Keywords

Financial Technology ServicesMarket TrendsCustomer InsightsRenewal Process

Tech Stack

Tools & technologies

Tableau

About the role

Key responsibilities & impact

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

What you’ll need

2-5 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 voice in the future of fintech
Always-on learning and development
Collaborative work environment
Opportunities to give back
Competitive salary and benefits