Client Success Manager

Posted 3 Days Ago
Be an Early Applicant
3 Locations
Senior level
eCommerce • Fintech • Information Technology • Payments • Software
We are the leader in financial technology and services for financial institutions and businesses of all sizes, globally.
The Role
The Client Success Manager builds and maintains client relationships, drives product adoption, manages service delivery, and strategizes for client success and retention.
Summary Generated by Built In

At FIS, our technology and our people are moving forward. We advance the way the world pays, banks and invests. We believe in building inclusive, diverse teams. Together, we innovate to help our colleagues, clients and communities succeed. If you’re ready to grow your career and make an impact in fintech, we have one question: Are you FIS?
About the role:
As a Client Relations Account Manager, you will be responsible for ensuring excellent and consistent rapport with FIS clients. You will act as the primary liaison for the service side of the client relationship, including ongoing relationship management, escalations, project oversight and service delivery

Responsibilities:

  • Client Management: Regularly schedule and conduct meetings with clients to discuss their needs, challenges, and opportunities. Establish and maintain an escalation procedure to address and resolve any issues promptly.

  • Client Success Plans (CSPs): Develop and maintain detailed Client Success Plans for each client, outlining their goals, success metrics, and action items. Collaborate with clients to define success and elevate planning conversations to drive real business solutions.

  • Strategic Planning: Develop and implement strategies to drive client success and service excellence.  Collaborate with internal stakeholders to align client management strategies with overall business objectives.

  • Operational Efficiency: Drive client-specific root cause and remediation for clients with the service delivery manager. Support and drive self-service channel adoptions.

  • Partnerships and Process Improvements: Engage partners for process improvements and warm handoffs, ensuring smooth transitions and collaboration with projects, implementations, and sales opportunities. Re-socialize/emphasize standard escalation management and leverage partnerships to address client needs.

  • Proactive Client Care: Ensure proactive and timely routing for new products/services, accurate first invoices, and proactive care for product migrations. Provide regular updates and support to clients during product migrations and other significant changes.

  • Risk Management: Identify and mitigate risks related to client engagement and service delivery.  Handle escalations and resolve client issues in a timely and effective manner.

Success Criteria:

  • Client Retention & Revenue Expansion: Achieve high renewal rates and net new ACV (Annual Contract Value). Complete action plans and convert opportunities to leads.

  • Client Growth and Product Usage: Drive product revenue growth and achieve CSP goals. Improve NPS (Net Promoter Score) and complete client health scores.

  • Operational Consistency: Revise and review CSPs regularly. Ensure operational consistency and efficiency.

  • Colleague Career Development: Complete development plans and improve colleague job satisfaction. Reduce colleague attrition rates

Qualifications:

    • 5-7 years of experience in Client Success, Client Service/Support, or similar roles

    What you will need:

    • Extensive relevant existing relationships and exceptional client relationship-building skills.

    • Growth mindset with the ability to collaborate across functions to drive optimal client results and product expansion.

    • "White glove" service experience.

    • C-suite executive-ready written and verbal communication.

    • Distinctive ability to identify and predict clients’ business needs.

    • Comfortable with analytics and dashboards.

    • Deep experience in a specific client segment and extensive knowledge of that segment’s strategic challenges, opportunities, and competitive environment.

    • Exemplary understanding of the primary products and services most relevant to their client segment, and significant knowledge of financial and payments technology, including systems, applications, and banking practices.

    What we offer you:
    At FIS, we are as committed to growing our employees’ careers as our own business. We offer:
    • Opportunities to innovate in fintech
    • Inclusive and diverse team atmosphere
    • Professional and personal development
    • Resources to contribute to your community
    • Competitive salary and benefits

    #LI-LT1

    Privacy Statement

    FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice.

    Sourcing Model

    Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.

    #pridepass

    Top Skills

    Analytics
    Banking Practices
    Dashboards
    Financial Technology
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    The Company
    HQ: Jacksonville, FL
    57,000 Employees
    Hybrid Workplace
    Year Founded: 1968

    What We Do

    FIS is a leading provider of technology solutions for financial institutions and businesses of all sizes and across any industry, globally. We enable the movement of commerce by unlocking the financial technology that powers the world’s economy. Our employees are dedicated to advancing the way the world pays, banks and invests through our trusted innovation, proven performance and flexible architecture. We help our clients use technology in innovative ways to solve business-critical challenges and deliver superior experiences for their customers. Headquartered in Jacksonville, Florida, FIS ranks #241 on the 2021 Fortune 500 and is a member of Standard & Poor’s 500® Index. To learn more, visit www.fisglobal.com. Follow FIS on Facebook, LinkedIn and Twitter (@FISGlobal).

    Why Work With Us

    The world of fintech is changing fast. Our core values and behaviors give us the power to have a positive
    impact on the world we share. We work together, connecting to achieve outcomes with speed. We are inclusive and embrace our diverse strengths. We make things happen and celebrate together

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