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Account manager lead, client success (csm)

Sydney
FIS
Accountancy Manager
Posted: 11 March
Offer description

Type Of Hire

Experienced (relevant combo of work and education)

Education Desired

Bachelor's Degree

Position Type

Full time

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?

About The Role

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.

About The Team

The Client Success Manager 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.

What You Will Be Doing

* Act as a subject matter expert in business‐specific domains, leading strategic conversations with senior stakeholders to identify partnership, growth, and expansion opportunities
* Collaborate cross‐functionally with product, sales, and support teams to deliver tailored solutions that drive adoption, satisfaction, and measurable impact
* Build strong relationships with clients, proactively engage across the lifecycle, and enable value realization
* Develop a deep understanding of clients' business objectives and collaborate with clients to build a joint success plan with milestones and measurable KPIs to achieve desired outcomes through product adoption
* Proactively analyze client health and product usage data, and take necessary actions to mitigate risk, improve product adoption, deliver business value outcomes, and reduce churn
* Act as a strategic advisor, bringing forward expansion opportunities and insights to sellers, and influencing product roadmaps based on client feedback
* Capture, communicate, and bring forward expansion recommendations from customer insights to sellers
* Act as a liaison between product management and clients; partner with sales & professional services teams
* Participate in the renewal process and articulate the renewal value story to clients

What You Will Need

* 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, Electronic Trading and Investment Banks. Clear understanding of features & services (functional & technical) used in Trade Execution, Securities Finance, Portfolio Management, Fund Accounting, Post Trade Settlements, a must
* Knowledge of financial instruments, including Derivatives, Private Assets and Crypto preferred
* 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 strongly 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. Lead and own the relationship
* Strong leadership and ability to collaborate with cross‐functional teams incl. Solutions, Development, Sales, Pre‐Sales, Renewals, Support, Commercials, etc

What We Offer You

A career at FIS is more than just a job. It's the chance to shape the future of fintech. At FIS, we offer you~

* Always‐on learning and development
* Hybrid and collaborative work environment
* Competitive salary and benefits including medical and personal insurances and ESPP

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.

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