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

5-10 years of experience in Client Success/Service, Client Support/Help Desk, Account Management, or similar roles
7-10 years of experience in defining/using solutions for Private Equity Markets, Electronic Trading and Investment Banks.
Clear understanding of features & services (functional & technical) used in Trade Execution, Securities Finance, Portfolio Management, Fund Accounting, Post Trade Settlements, a must
Knowledge of financial instruments, including Derivatives, Private Assets and Crypto preferred
Bachelor’s degree; prior 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.
Knowledge of FIS Capital Markets’ products and services strongly preferred.
Strong analytical skills, including experience with PowerBI or similar software, and turning data into insights
Strong communication/presentation skills and confidence in all levels of customer engagement/situations.
Lead and own the relationship
Strong leadership and ability to collaborate with cross-functional teams incl. Solutions, Development, Sales, Pre-Sales, Renewals, Support, Commercials, etc.

Senior Client Success Manager – Trading and Asset Services

Key skills