Client Success Manager – II

FIS

Client Success Manager responsible for driving client satisfaction and product adoption in fintech solutions. Collaborating with teams to help clients achieve business goals and deliver measurable ROI.

Posted 7/16/2026full-timeNew York City • Florida, New York, Wisconsin • 🇺🇸 United StatesMid-LevelSenior💰 $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 financial technology services. Capable of analyzing client data to drive product adoption and deliver measurable business outcomes.

Highest-signal resume keywords

Client Success ManagementFinancial Technology KnowledgeData Analysis with TableauCross-Functional CollaborationStrategic Advisory Skills

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills

Client SuccessAccount ManagementData AnalysisBusiness Value ArticulationKPI Development

Soft Skills

Strong Communication SkillsLeadershipRelationship BuildingPresentation SkillsStakeholder Engagement

Tools & Technologies

TableauFinancial Technology Products

Industry Keywords

Financial Technology ServicesMarket TrendsClient EngagementProduct AdoptionChurn Reduction

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

3-5 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

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