Working student supporting Customer Success at VAARHAFT, a young startup focused on the authentication of digital media. Engage with customers to ensure smooth product usage and build relationships.
FI
Onsite Senior Client Success Manager – Strategic Accounts, Capital Markets Segment
Posted last week
About the role
- Client Success Manager position at FIS focusing on Capital Markets and client relationships. Lead strategic initiatives and enhance product adoption and satisfaction for top clients.
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
- 5-7 years of experience in Client Success, Client Service/Support, Account Management, or similar roles
- Knowledge and experience with the investment management lifecycle (front, middle, and back office) of different vehicles and asset classes.
- In-depth knowledge in one or more of the following areas: electronic trading, risk and compliance, securities finance, derivatives trading and processing, bank loans and CLOs, private equity, portfolio accounting, data management (pricing, corporate action, proxy voting) and reconciliation.
- 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 leadership and ability to collaborate with cross-functional teams incl. Sales, Renewals, technical roles
Benefits
- A voice in the future of fintech
- Always-on learning and development
- Collaborative work environment
- Opportunities to give back
- Competitive salary and benefits
Job title
Job type
Experience level
Salary
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Degree requirement
Tech skills
Location requirements
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