FIS · 19 hours ago
Customer Success Manager I or II
FIS is a leading provider of technology solutions for merchants, banks, and capital markets. The Customer Success Manager is responsible for overseeing enterprise-level support and service activities for clients, ensuring quality service, and developing strong client relationships. This role involves coordinating service incidents, identifying client needs, and driving opportunities for growth within assigned accounts.
BankingFinancial ServicesFinTechPayments
Responsibilities
Leverage industry, market, and TSYS product and service expertise to strengthen mutually beneficial strategic client relationships. Be the expert on your client’s business, strategy, goals, objectives, and organization, develop and execute tailored Account Growth Plan and Playbook, identify whitespace, and drive opportunities through Salesforce stages to closure
Is responsible and accountable for totality of client relationship for assigned accounts; all FIS products and services including TMS, Value Added Products (VAPs), and Core across all platforms including Commercial, Consumer and Debit. Participates in and ensures the appropriate support and service activities are provided for company products and services for clients of varying sizes. Is responsible for ensuring tactical initiatives are implemented successfully. On call 24 hours a day, 7 days a week, and responds appropriately to ensure FIS support groups respond and react accordingly and with empathy to the client impact. Update client business groups as necessary during and after severity one incidents. Required to carry a cell phone and travel to client site(s) as necessary. (Client Management)
Supports the client by acting as the voice of the customer, identifying product support and development needs and communicating needs internally. (Client Management)
Maintains long-term relationships with clients. Ensures understanding of the client business and product installations to identify service needs, plan service delivery, and drive use of proactive service and support mechanisms to reduce client downtime and support costs. Identifies new product services based on strategic direction of the client's business. (Client Management)
Acts as a single point of client contact to coordinate resolution of service incidents and escalation of technical issues and escalates issues that pose substantial regulatory or financial impacts to leadership. (Client Management)
Provides quality service and operational performance within the parameters of the client's projects and service delivery standards. (Client Management)
For the North America segment, supports the Client Business Review and acts as an advocate for the client. Aligns client's needs with internal solutions. Conducts the complete setup and preparation for the client review, including collecting reporting from other areas, generating certain types of reporting, and understanding the output from that reporting. Assists with presenting specified sections of this information to the client with the intent to improve the client's business. For the International Segment, owns the organization and delivery of client business reviews. Aligns client's needs with internal solutions. Manages the complete setup and preparation for the client review, monthly and/or quarterly and annual Executive reviews, including collecting reporting from other areas, generating certain types of reporting, and understanding the output from that reporting. Manages the implementation, execution and follow up of actions associated to monthly/quarterly balanced scorecards and Global Payments Inc. client survey. Assists with presenting specified sections of this information to the client with the intent to improve the client's business. (Client Management)
For the North America segment, is accountable for invoice accuracy, including research and dispute resolution and understands the financial and compliance impacts of client support. Consistently analyzes and monitors the client's processing environment to identify and implement strategies for operational efficiency and cost savings. For the International segment, ensures the accurate and timely forecasting of all revenue and lines, on a monthly and quarterly reporting basis for assigned accounts. Validates monthly billing to the client ensuring accuracy and timely issuance of invoices. Ensures client stays current with no bad debt. Accountable for the negotiation and settlement of any direct loss claims or billing disputes for assigned accounts. (Client Management)
For the International segment, has revenue targets for new and existing accounts. Identifies and owns the successful closure of cross sell opportunities of FIS and partner products and services to extend FIS revenues and footprint with the clients to meet individual account revenue and strategic growth targets as set by your manager. Creates business case for Executive approval. Tracks and Reports Performance. Is accountable for the profitability of new commercial deals; achieve agreed revenue and margin targets and adhere to them whilst adopting a Senior Executive exception approval process. (Client Growth)
For the International segment, develops an Account Plan and Contact Plans; Fully understands the client organization and strategy to enable FIS to engage and navigate throughout the enterprise. Defines relevant propositions for each client and qualify opportunities to ensure high probability of win and successful delivery. Is accountable for the profitability of the client; achieve agreed revenue targets. (Client Growth)
Supports the renewal of client contracts and addenda to agreed retention, deal parameters, and financial and commercial points for assigned accounts. Receives support from legal and other key stakeholders for areas outside of the Relationship Management’s area of expertise. (Client Growth)
Manages sales support resources and work with internal stakeholders to create and deliver propositions. (Client Growth)
Stays abreast of industry trends, regulations and competitive products in order to strategically identify and target sales opportunities. (Client Growth)
For the International segment, implements creative strategies and work with SMEs and other RM’s to seek new client solutions where appropriate. Works to develop initiatives to improve communications, processes and workflow with clients and within Global Payments to create and maintain positive relationships. Delivers reports that provide revenue projection, product penetration rates and sales forecasts for senior executive management. (Client Growth)
For the North America segment, maintains customer profile of client's architecture and processing environment, product matrix, and custom processes to track client interactions. (Client Management)
Qualification
Required
Bachelor's Degree
Relevant Experience or Degree in: Degree in Finance, Marketing, Business, etc.; Combination of relevant training and/ or experience in lieu of degree
Typically Minimum 6 Years Relevant Exp
Experience in client facing roles and/or financial industry
Preferred
Prior TSYS Experience
Company
FIS
FIS is a fintech firm that provides advance integrated banking, wealth management, risk and compliance, and other solutions.
Funding
Current Stage
Public CompanyTotal Funding
$10.5BKey Investors
Goldman Sachs
2025-05-01Post Ipo Debt· $8B
2022-07-06Post Ipo Debt· $2.5B
2018-05-22Post Ipo Equity
Leadership Team
Recent News
2026-01-23
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