Customer Success Manager at IMAIOS ensuring the successful onboarding and use of medical e - learning solutions for B2B clients in healthcare. Focused on relationship management and client satisfaction.
FI
Onsite Client Success Management Principal – Strategic Accounts, Wealth & Retirement
Posted 6 hours ago
About the role
- Client Success Manager responsible for ensuring client satisfaction and driving solution adoption for a strategic FIS client in wealth management. Leading executive communications and cross-functional collaboration.
Responsibilities
- 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
Requirements
- 7-10 years of experience in Client Success, Client Service/Support, Account Management, or similar roles
- In-depth knowledge of the Wealth and Retirement industry, including 401k recordkeeping.
- Bachelor’s degree; relevant previous 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
- Strong analytical skills , including experience with Tableau or similar software, and turning data into insights
- Strong communication/presentation skills and confidence in all levels of customer engagement/situations
- Strong leadership and ability to collaborate with cross-functional teams incl. Sales, Renewals, technical roles
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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