Client Success Manager serving financial institutions with training strategies and support. Collaborating cross-functionally to empower clients and drive success in using Fiserv products.
Responsibilities
Serve as a dedicated point of contact for FIs, their SMB customers, and internal partners
Design and deliver engaging training sessions, workshops, and webinars tailored to client needs
Collaborate with sales, marketing, product management, and operational teams to align training strategies to business goals
Execute go-to-market strategies and identify cross-sell and upsell opportunities
Collect feedback and assess training program effectiveness to continuously improve content and delivery
Provide real-time support for partner enablement, onboarding, and seller training
Lead demos, presentations, and product education sessions to support client sales success
Create and maintain training documentation, tools, and digital assets
Promote product awareness and drive client engagement by sharing best practices and industry insights
Track and report enablement activity and outcomes, aligning with leadership on cadence and distribution
Requirements
3–4 years of training, enablement, or client education experience, ideally in a B2B or fintech environment
3+ years of sales or sales support experience, including pipeline-building strategies
Strong presentation and facilitation skills, with experience in adult education or cognitive learning techniques
Excellent interpersonal, written, and verbal communication skills
Ability to collaborate across teams and influence stakeholders at all levels
High level of organization, self-motivation, and ownership
Experience supporting go-to-market initiatives and onboarding programs
2+ years in the banking or financial services industry
Familiarity with consultative sales and negotiating techniques
Proficiency in tools like Microsoft Office, webinar platforms, and CRM systems
Experience working in high-touch, white-glove service environments
Up to 50% travel required for client meetings, enablement sessions, and in-person training support
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