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Client Success Project Manager Jobs in Wisconsin

... success of projects. You will take a leadership role in developing project proposals and vetting ... Manage Client Communication - Ensure effective communication between the client, the project team ...

Job Title Senior Client Project Manager What does a successful Senior Client Project Manager do at ... Shown success in effectively driving delivery * Working understanding of business financial ...

... success of projects. You will take a leadership role in developing project proposals and vetting ... Manage Client Communication - Ensure effective communication between the client, the project team ...

... success of projects. You will take a leadership role in developing project proposals and vetting ... Manage Client Communication - Ensure effective communication between the client, the project team ...

... client success. Your Impact As a Project Manager, you will be responsible for leading complex industrial facilities projects from planning through execution, while managing client relationships ...

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Client Success Project Manager information

What does a Client Success Project Manager do?

A Client Success Project Manager is responsible for ensuring that clients achieve their desired outcomes while using a company’s products or services. They act as the main point of contact between the client and the company, coordinating project timelines, managing deliverables, and addressing any concerns or issues that arise. Their role combines elements of project management and customer relationship management, aiming to enhance client satisfaction, retention, and long-term success.

What are the key skills and qualifications needed to thrive as a Client Success Project Manager, and why are they important?

To thrive as a Client Success Project Manager, you need a strong background in project management, client relations, and a relevant bachelor's degree, often supplemented by experience in customer-facing roles. Familiarity with project management tools (such as Asana, Trello, or Jira), CRM systems, and certifications like PMP or CSM are commonly required. Excellent communication, problem-solving, and relationship-building skills help you manage client expectations and drive project success. These competencies are crucial for ensuring projects are delivered on time, clients remain satisfied, and long-term partnerships are fostered.

How does a Client Success Project Manager typically balance client expectations with project deliverables?

Client Success Project Managers play a crucial role in ensuring that client needs are met while also keeping projects on track and within scope. This often involves setting clear communication channels, proactively managing timelines, and regularly updating clients on progress or potential roadblocks. They work closely with cross-functional teams, such as sales, product, and support, to align client goals with achievable deliverables and ensure a smooth project lifecycle. Strong relationship-building skills and the ability to manage multiple priorities are essential for success in this role.

What is the difference between Client Success Project Manager vs Customer Success Manager?

AspectClient Success Project ManagerCustomer Success Manager
Primary FocusManaging client projects, ensuring delivery and implementationBuilding ongoing relationships, ensuring customer satisfaction
CertificationsProject management certifications (PMP, CAPM)Customer success or account management certifications
Work EnvironmentCollaborates with project teams, handles timelinesEngages directly with clients, focuses on retention
Industry UsageCommon in SaaS, IT, consultingCommon in SaaS, tech, service industries

While both roles aim to enhance client satisfaction, the Client Success Project Manager primarily manages specific projects and deliverables, whereas the Customer Success Manager focuses on long-term client relationships and retention. Understanding these differences helps organizations assign the right roles for client success initiatives.

What are popular job titles related to Client Success Project Manager jobs in Wisconsin? For Client Success Project Manager jobs in Wisconsin, the most frequently searched job titles are:
What cities in Wisconsin are hiring for Client Success Project Manager jobs? Cities in Wisconsin with the most Client Success Project Manager job openings:
Infographic showing various Client Success Project Manager job openings in Wisconsin as of June 2026, with employment types broken down into 82% Full Time, 12% Part Time, 1% Temporary, and 5% Contract. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution.
Account Manager Sr Lead, Client Success (CSM)

Account Manager Sr Lead, Client Success (CSM)

FIS

Milwaukee, WI

Full-time

Posted 7 days ago


FIS Global rating

7.3

Company rating: 7.3 out of 10

Based on 8 frontline employees who took The Breakroom Quiz

135th of 188 rated software companies


Job description

Job Description

As the world works and lives faster, FIS is leading the way. Our fintech solutions touch nearly every market, company and person on the planet. Our teams are inclusive and diverse. Our colleagues work together and celebrate together. If you want to advance the world of fintech, we'd like to ask you: Are you FIS?

About the Role

The Director of Client Success/Primary Client Success Manager serves as the primary client-facing lead for FIS's most strategic accounts. Acting as a strategic partner to clients and a bridge between internal teams and external stakeholders, this role is responsible for advocating for the client internally and representing a unified FIS externally. The DCS/PCSM drives client satisfaction, solution adoption, and overall value realization. By serving as a strategic partner, the DCS/PCSM ensures clients realize the full value of their investment, fosters long-term relationships, and aligns FIS solutions with business goals all while supporting the broader mission of client advocacy and partnership.

About the team:

The Director of Client Success/Primary Client Success Manager is part of the Client Success organization and orchestrates the post-sales experience for clients. Their priority is to use their market and product expertise to help clients achieve business goals, deliver measurable ROI through product adoption, and realize value from our products. The DCS/PCSM is also responsible for minimizing churn/compression risk and identifying expansion opportunities.

What you will be doing:

  • Client Point of Contact: Acts as the primary liaison for high-value clients, ensuring seamless communication, resolution of concerns for their product area, and strategic alignment between FIS and the client

  • Strategic Planning: Owns and develops detailed, tailored plans for client success, retention, and expansion opportunities to ensure Client Success Plans are accurate and up to date

  • Value Realization: Ensures FIS is delivering the stated business objectives and client is achieving desired ROI

  • Team Coordination: Ensures alignment across internal teams by facilitating collaboration and maintaining a united front during client engagements

  • Client Engagements: Leads weekly client check-ins, monthly performance reviews, and partners on strategic discussions including but not limited to product adoption, expansion opportunities, and other commercial endeavors

  • Commercial Partnership: Collaborates with sales teams to strengthen renewal strategies and identify expansion opportunities

  • Contractual Visibility: Understands contractual obligations with regard to resources, roles and responsibilities

  • Account Performance: is an expert on that client's impact to FIS financial performance which includes but is not limited to revenue visibility, sales performance, renewal transactions, credits and SLAs

  • Client Advocacy: Represent the client's voice internally, ensuring their needs and concerns are addressed as well as managing various escalations

  • Client Health Monitoring: Understands overall client health to proactively identify risks and opportunities.

  • Reporting & Documentation: Maintain accurate and timely documentation in various systems to support reporting and leadership visibility

What you will need:

  • 5-7 years of experience in Client Success, Client Service/Support, Account Management, or similar roles

  • 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

What we offer you:

A career at FIS is more than just a job. It's the chance to shape the future of fintech. At FIS, we offer you:

  • A voice in the future of fintech

  • Always-on learning and development

  • Collaborative work environment

  • Opportunities to give back

  • Competitive salary and benefits


Privacy Statement

FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice.

EEOC Statement

FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here


For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis.

Sourcing Model

Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.

#pridepass


FIS logo

About FIS

Sourced by ZipRecruiter

FIS is a leader in technology and services that helps businesses and communities thrive by advancing commerce and the financial world. For over 50 years, FIS has continued to drive growth for clients around the world by creating tomorrow’s technology, solutions and services to modernize today’s businesses and customer experiences. By connecting merchants, banks and capital markets, we use our scale, apply our deep expertise and data-driven insights, innovate with purpose to solve for our clients’ future, and deliver experiences that are more simple, seamless and secure to advance the way the world pays, banks and invests. Headquartered in Jacksonville, Florida, FIS employs more than 55,000 people across 50+ countries, dedicated to helping our clients be ahead of what’s next. FIS offers more than 450 solutions and processes over $75b of transactions around the planet. FIS is a Fortune 500® company and is a member of Standard & Poor’s 500® Index.

Industry

It services

Company size

10,000+ Employees

Headquarters location

Jacksonville , FL, US

Year founded

1968

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