Account Manager Senior, Client Success (CSM)

The Client Success Manager (CSM) is responsible for driving client satisfaction, solution adoption, and overall success for a specific solution. By serving as a strategic partner, the CSM ensures clients realize the full value of their investment, fostering long-term relationships and aligning solution outcomes with business goals.

Requirements

• 5-10 years of experience in Client Success/Service, Client Support/Help Desk, Account Management, or similar roles
• 7-10 years of experience in defining/using solutions for Private Equity Markets and Investment Banks
• Clear understanding of features & services (functional & technical) used in Private Equity Markets and Investment Banks
• Bachelor’s degree; prior 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
• Knowledge of FIS Capital Markets products and services preferred
• Strong analytical skills, including experience with PowerBI 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

Benefits

• Competitive salary and benefits

Tagged as: Data Analysis, Power BI