Analysis Skills, Best Practices, Business Administration, Business Skills, Coaching, Communication Skills, Corrective Action, Cross-Functional, Customer Experience, Customer Relations, Customer Relationship Management (CRM), Customer Relationship Management (CRM) Systems, Customer Retention/Renewal, Finance, Financial Services, Leadership, Market Entry Strategy, Market Trend Analysis, Mentoring, Metrics, Onboarding, Partner Sales, Performance Metrics, Post-Sales, Product Support, Professional Services, Resolve Customer Issues, Return on Investment (ROI), Risk Analysis, Risk Management, Sales, Sales Management, Strategic Accounts, Team Building, Team Lead/Manager, Team Player, Up-Selling
FIS Manager, Client Success
As the world works and lives faster, FIS is leading the way. Our fintech solutions touch nearly every market, company and person on the planet. Our teams are inclusive and diverse. Our colleagues work together and celebrate together. If you want to advance the world of fintech, we'd like to ask you: Are you FIS?
The Manager, Client Success is responsible for directly managing a book of strategic or portfolio accounts whilst leading and developing a team of Client Success Managers. This role is responsible for driving client value, retention and growth by leading a team of client success managers while also directly managing a portfolio of key accounts. The Manager blends strategic leadership with hands-on execution ensuring best practices are modeled, client relationships are strengthened and business outcomes are consistently delivered and is accountable for client outcomes, team performance, and execution of client success strategy at a portfolio or segment level.
The Manager, Client Success is part of the Client Success organization and orchestrates the post-sales experience for clients. Their priority is to use their product expertise to help clients achieve business goals, deliver measurable ROI through product adoption, and realize value from products. CSMs are also responsible for minimizing churn/compression risk and identifying expansion opportunities.
Client Ownership
- Manage a defined portfolio of high-value or complex clients as the primary Client Success Manager
- Drive adoption, measurable value realization, retention, and expansion within owned accounts
- Serve as an escalation point for critical client risks and relationship challenges
- Build trusted relationships with senior client stakeholders and act as a strategic advisor
- Develop and execute joint success plans with milestones and KPIs aligned to client business outcomes
Team Leadership
- Lead, coach, mentor, and performance-manage a team of Client Success Managers
- Set clear expectations, objectives, and success plans aligned to Client Success strategy
- Conduct regular one-to-ones, deal reviews, and client health deep dives
- Build team capability across onboarding, adoption, risk management, renewals, and expansion motions
- Model best-in-class client engagement while empowering team members to lead
Cross-Functional Collaboration
- Partner closely with Sales on renewals, upsell, and expansion opportunities
- Collaborate with Product, Support, and Professional Services to resolve systemic client issues
- Act as a critical link between clients and internal teams, translating client needs into actionable insights
- Advocate for the voice of the customer to inform product and go-to-market strategies
Execution & Operational Excellence
- Translate Client Success strategy into day-to-day execution
- Monitor portfolio health, retention, NPS, and adoption metrics
- Proactively analyze client health and usage data to identify risk and drive corrective action plans
- Ensure consistent use of CRM tools, playbooks, and engagement standards
- Operate effectively in ambiguity; test, learn, and iterate to improve outcomes
Required Qualifications
- Bachelor's degree or equivalent experience required, MBA or another advanced degree preferred
- 8-12+ years of experience in customer success, account management or related roles
- Relevant previous experience in financial technology services
- Knowledge of financial technology industry and products, including market trends, challenges, and opportunities
- Proven experience managing enterprise or strategic client relationships
- Prior people-management experience or strong player/coach readiness
- Strong commercial acumen
- Data-driven mindset with experience using CRM and client health metrics
- Excellent stakeholder management and executive-level communication skills
What we offer you:
- A voice in the future of fintech
- Always-on learning and development
- Collaborative work environment
- Opportunities to give back
- Competitive salary and benefits
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.
10,000 employees or more
https://jobs.fidelity.com/