Manager, Client Success (CSM)
FIS
Type Of Hire Experienced (relevant combo of work and education) Education Desired Bachelor of Commerce/Business Position Type Full time Job Description The world of finance moves fast. At FIS, we’re faster. Our teams are empowered to learn, grow, and make an impact— in their careers and communities. We deliver innovation that advances the way the world pays, banks and invests. If you want to grow personally and professionally, we’d like to know are you FIS? About the Role The Manager, Client Success is responsible for directly managing a book of strategic or portfolio accounts while 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. About the Team 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. What You Will Be Doing 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 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. EEOC Statement FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here. #J-18808-Ljbffr FIS
- ...Director Of Client Success/Primary Client Success Manager 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...Suggested
- ...the posted location. Current and/or future sponsorships are not available for this role. About the role: The Client Success Manager is part of the Client Success organization and orchestrates the post-sales experience for clients. Their priority is to use...SuggestedFull timeFlexible hours
- ...Client Success Manager 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...SuggestedFull timeFlexible hours
- FIS is seeking a Manager, Client Success to lead a team and directly manage key accounts in Milwaukee, Wisconsin. The ideal candidate will drive client value, retention, and growth through strong leadership and strategic execution. A Bachelor’s degree and a minimum of 8...Suggested
- FIS is seeking a Director of Client Success in Milwaukee, WI. This role serves as the primary client-facing lead for strategic accounts, advocating for client needs and ensuring effective communication between clients and internal teams. Candidates should possess 5-7 years...Suggested
$142k - $195k
...Responsibilities Responsibilities: Lead client advisory engagements at a CFO-level,... ...operational guidance. Drive change management initiatives to modernize service delivery... ...a project-based environment Proven success leading teams through organizational change...Temporary workLocal areaRemote workFlexible hours- ...power contractor in Milwaukee is seeking a Project Manager responsible for acquiring new business and overseeing project execution. This role involves client relationship management, project budgeting, and ensuring successful delivery of services. The ideal candidate has a...For contractors
$90k - $125k
Job Description JOB DESCRIPTION The Tax Manager, Private Client & Family Office Services manages the full-life cycle of all assigned finance... ...retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to...Work at office- ...leading engineering firm in Milwaukee is seeking a Project Manager to ensure the success of engineering and EPC projects. The ideal candidate will... ...discipline teams, overseeing project budgets, and maintaining client relationships. A strong financial acumen and the ability...
- Risk Strategies Company is seeking an Account Manager to effectively manage client service requirements for a designated book of business in Milwaukee, Wisconsin. The successful candidate will collaborate with Producers and Account Executives on renewal strategies, manage...
$110k - $140k
...Smith Group is seeking an experienced Civil Engineering Project Manager based in Milwaukee, WI. You will play a pivotal role in... ...on municipal infrastructure while developing relationships with clients. The role requires a Professional Engineer license and over 10...- ...opportunity to transform lives; helping clients feel confident, empowered, and comfortable... ...Position Summary As a Traveling Clinic Manager, you will support operations across Milan... ...your entrepreneurial spirit and passion for success to capitalize on sales opportunities and...Full time
- ...professional to oversee financial reporting and analysis while managing a team. This role offers the flexibility to work remotely from... ...excellent communication skills, and a strong ability to build client relationships. The firm provides comprehensive benefits including...Remote workFlexible hours
$130k - $165k
Travelling Project Manager, Mecahincal Piping 2 days ago Be among the first 25 applicants... ...and enjoys working on-site to ensure successful project delivery. Key Responsibilities:... ...with engineering teams, contractors, and clients to ensure compliance with specifications...Full timeFor contractors$67k - $159.92k
...Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions... ...accounting in a new way? We’re looking for an experienced Manager to join our outsourced client accounting practice. In this role...Local areaWorldwide$75.19k - $90k
Opensity Solutions is seeking a Client Relationship Manager in Milwaukee to oversee operations and lead a team of up to 15 employees. This role focuses on driving operational excellence and delivering high-quality hospitality services. Candidates must have prior supervisory...- ...engineering firm is seeking an experienced Construction Project Manager to enhance its water and wastewater market share in Wisconsin.... ...have over 15 years of relevant experience and a strong focus on client relationships. You will plan and design water systems, manage...
$90 - $120 per hour
Ernst & Young Oman seeks a Seasonal Tax Manager for their Private Client Services to review complex tax returns and provide high-net-worth tax compliance. Located in Milwaukee, Wisconsin, this remote role offers flexibility and a competitive pay range of $90 to $120 per...Remote jobHourly paySeasonal work$120 - $150 per hour
Ernst & Young Oman is seeking a Seasonal Tax Senior Manager for Private Client Services. This role offers the opportunity to work remotely within the United States, where you will review complex tax returns and provide income tax planning for high-net-worth clients. Applicants...Remote jobHourly paySeasonal workFlexible hours- A sustainable landscaping company in Milwaukee, WI is seeking a Landscape Account Manager to manage client relationships, propose maintenance programs, and ensure high-quality service delivery. The ideal candidate should possess excellent communication skills, a strong...Full time
$95k
Paycom Online, located in Milwaukee, Wisconsin, is seeking a Strategic Account Manager to retain and enhance existing client relationships. The role involves partnering with clients, maximizing their use of Paycom software, and achieving revenue goals through strategic...- ...deliver the project fully compliant with the contract documents. Manage, supervise, and administer the implementation of the project-... ...representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations...Full timeContract workFor subcontractorWork at office
$125k - $150k
Overview The Tax Experienced Manager, Private Client & Family Office Services (PCS-FOS) manages the full life cycle of assigned finance and accounting outsource engagements. Responsibilities include proposal development, staff assignment and oversight, final work product...Work at office- BDO USA is seeking a Tax Manager for their Private Client & Family Office Services in Milwaukee. The role involves managing finance and accounting engagements, providing technical expertise, and maintaining client relationships. Candidates should have a Bachelor’s in Accounting...Work at officeFlexible hours
- A leading auditing firm is seeking an Audit Manager to oversee financial statement audits and manage engagement teams. The ideal candidate will have a Bachelor’s degree in accounting and a minimum of five years of public accounting experience. You must hold an active CPA...Flexible hours
- A leading accounting firm is seeking an Audit Manager in Milwaukee to oversee financial statement audits. You'll leverage your leadership... ...experience and an active CPA license. You'll work closely with clients to ensure their needs are met while fostering a collaborative...
- A family office service provider in Milwaukee is seeking a Client Special Services Accounting Manager to oversee comprehensive accounting functions. The role requires a bachelor's degree in accounting and a CPA, with at least three years of experience in an investment-...Full timeWork at office
- A dynamic healthcare staffing company is seeking an experienced Account Manager to oversee client relationships and clinician recruitment. This role includes developing strong connections with clients, ensuring accurate provider scheduling, and collaborating within a dedicated...Locum
- A reputable accounting firm located in Milwaukee, Wisconsin, is seeking an experienced individual to manage complex real estate tax compliance and consulting engagements. The ideal candidate will possess a Bachelor's degree in Accounting and a CPA or JD/LLM, with 5+ years...
$105.1k - $192.6k
A global consulting firm seeks a Manager for Tax - Indirect - Unclaimed Property and Escheat Services. This role involves leading engagements and managing client relationships, developing solutions to complex tax challenges. Ideal candidates will have a Bachelor's degree...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Manager, Client Success (CSM). Be the first to apply!
- senior director of client services Milwaukee, WI
- director of client services Milwaukee, WI
- manager customer service Milwaukee, WI
- director of customer service Milwaukee, WI
- contact centre manager Milwaukee, WI
- customer care manager Milwaukee, WI
- director client management Milwaukee, WI
- senior manager customer operations Milwaukee, WI
- manager customer success team Milwaukee, WI
- customer business manager Milwaukee, WI

