Analysis Skills, Communication Skills, Cross-Functional, Customer Relations, Leadership, Return on Investment (ROI), Risk Management, Sales Management, Team Lead/Manager, Technical Sales
LOCATION
Milwaukee, WI
POSTED
1 day ago
The Director of Client Success/Primary Client Success Manager leads strategic, high-value client relationships, ensuring satisfaction, solution adoption, and value realization. They act as the main point of contact, develop tailored success plans, and advocate for clients internally while representing their needs externally. The role involves coordinating cross-functional teams, leading client check-ins and reviews, identifying expansion opportunities, and monitoring client health to mitigate risks. With 5-7 years of experience in client success or account management within fintech, the ideal candidate has strong communication, analytical, and leadership skills, along with industry knowledge. They collaborate closely with sales and technical teams to maximize client ROI and support long-term partnerships. Offers include growth opportunities, a collaborative environment, competitive benefits, and a chance to shape the future of fintech.
About the Company
F
Fidelity Investments
We help over ~40 million people feel more confident in their most important financial goals, manage employee benefit programs for nearly 23,000 businesses, and support more than 3,600 advisory firms* with innovative investment and technology solutions to grow their businesses.
Our diverse businesses and independence give us insight into the entire market and the stability needed to think and act for the long term as we deliver value to you.