Account Manager II, Client Success (CSM)

FIS is seeking an Account Manager II, Client Success (CSM) to drive post-sale client value and operational excellence. The role involves developing strong relationships with clients, building success plans, and enabling value realization. The CSM will be responsible for driving product adoption, minimizing churn/compression risk, and identifying expansion opportunities. The ideal candidate will have 5-7 years of experience in Client Success, Client Service/Support, Account Management, or similar roles, with a focus on Wealth. A Bachelor’s degree and relevant previous experience in financial technology services are also required.

Requirements

• 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

• Flexible and creative work environment
• Diverse and collaborative atmosphere
• Professional and personal development resources
• Opportunities to volunteer and support charities