The Client Success Manager is responsible for directly managing a book of strategic or portfolio accounts whilst leading and developing a team of Client Success Managers. This role is responsible for ...
The Client Success Manager is responsible for directly managing a book of strategic or portfolio accounts whilst leading and developing a team of Client Success Managers. This role is responsible for ...
ABOUT THIS POSITION A Waystar Client Success Manager (CSM) must effectively deliver and advise on ... insure renewal, and annual booking plans * Effective demonstration of Waystar's RCM technologies
ABOUT THIS POSITION A Waystar Client Success Manager (CSM) must effectively deliver and advise on ... insure renewal, and annual booking plans * Effective demonstration of Waystar's RCM technologies
Client Success Manager
Atlanta, GA · On-site
ABOUT THIS POSITION A Waystar Client Success Manager (CSM) must effectively deliver and advise on ... insure renewal, and annual booking plans * Effective demonstration of Waystar's RCM technologies
Client Success Manager
Atlanta, GA · On-site
ABOUT THIS POSITION A Waystar Client Success Manager (CSM) must effectively deliver and advise on ... insure renewal, and annual booking plans * Effective demonstration of Waystar's RCM technologies
Client Success Manager
Atlanta, GA · On-site
ABOUT THIS POSITION A Waystar Client Success Manager (CSM) must effectively deliver and advise on ... insure renewal, and annual booking plans * Effective demonstration of Waystar's RCM technologies
Client Success Manager
Atlanta, GA · On-site
ABOUT THIS POSITION A Waystar Client Success Manager (CSM) must effectively deliver and advise on ... insure renewal, and annual booking plans * Effective demonstration of Waystar's RCM technologies
On-Target Earnings (OTE) for this role is $80,000 to $100,000 AppraisalPRO's Client Success Managers (CSM) own the relationship with each customer from on-boarding and on-going support to account ...
On-Target Earnings (OTE) for this role is $80,000 to $100,000 AppraisalPRO's Client Success Managers (CSM) own the relationship with each customer from on-boarding and on-going support to account ...
Client Success Manager
Atlanta, GA · On-site +1
On-Target Earnings (OTE) for this role is $80,000 to $100,000 AppraisalPRO's Client Success Managers (CSM) own the relationship with each customer from on-boarding and on-going support to account ...
Client Success Manager
Atlanta, GA · On-site +1
On-Target Earnings (OTE) for this role is $80,000 to $100,000 AppraisalPRO's Client Success Managers (CSM) own the relationship with each customer from on-boarding and on-going support to account ...
Effectively manage ongoing relationships with clients in portfolio and oversee Client Success Manager. Focus of this position is to enhance and nurture existing relationships resulting in client ...
Effectively manage ongoing relationships with clients in portfolio and oversee Client Success Manager. Focus of this position is to enhance and nurture existing relationships resulting in client ...
Join Our Team as a Client Success Manager I - (CSM I) Company: Coreforce Location: Atlanta, GA (Headquarters) Job Type: Full-time Salary: Based on Experience Company Overview: Coreforce is an ...
Join Our Team as a Client Success Manager I - (CSM I) Company: Coreforce Location: Atlanta, GA (Headquarters) Job Type: Full-time Salary: Based on Experience Company Overview: Coreforce is an ...
CLIENT SUCCESS MANAGER I - (CSMI)
Atlanta, GA · On-site
$55K - $70K/yr
Join Our Team as a Client Success Manager I - (CSM I) Company: Coreforce Location: Atlanta, GA (Headquarters) Job Type: Full-time Salary: Based on Experience Company Overview: Coreforce is an ...
CLIENT SUCCESS MANAGER I - (CSMI)
Atlanta, GA · On-site
$55K - $70K/yr
Join Our Team as a Client Success Manager I - (CSM I) Company: Coreforce Location: Atlanta, GA (Headquarters) Job Type: Full-time Salary: Based on Experience Company Overview: Coreforce is an ...
Description: About Decisely: At Decisely Insurance Services, LLC, we are on a mission to ... The Client Success Manager (Enterprise Markets) owns a high-volume portfolio of client groups and ...
Quick apply
Description: About Decisely: At Decisely Insurance Services, LLC, we are on a mission to ... The Client Success Manager (Enterprise Markets) owns a high-volume portfolio of client groups and ...
The Client Success Manager (CSM) is responsible for directly managing a book of strategic or portfolio accounts. This role is responsible for driving client value, retention and growth by leading a ...
The Client Success Manager (CSM) is responsible for directly managing a book of strategic or portfolio accounts. This role is responsible for driving client value, retention and growth by leading a ...
The Client Success Manager (CSM) is responsible for directly managing a book of strategic or portfolio accounts. This role is responsible for driving client value, retention and growth by leading a ...
The Client Success Manager (CSM) is responsible for directly managing a book of strategic or portfolio accounts. This role is responsible for driving client value, retention and growth by leading a ...
Manager Client Success
Kennesaw, GA · Remote
The Client Success Manager develops, interprets and implements complex financial and/or accounting concepts for financial planning and control. The Client success manager performs economic research ...
Manager Client Success
Kennesaw, GA · Remote
The Client Success Manager develops, interprets and implements complex financial and/or accounting concepts for financial planning and control. The Client success manager performs economic research ...
Manager Client Success
Kennesaw, GA · On-site +1
The Client Success Manager develops, interprets and implements complex financial and/or accounting concepts for financial planning and control. The Client success manager performs economic research ...
Manager Client Success
Kennesaw, GA · On-site +1
The Client Success Manager develops, interprets and implements complex financial and/or accounting concepts for financial planning and control. The Client success manager performs economic research ...
The Manager, Client Success is responsible for directly managing a book of strategic or portfolio accounts while leading and developing a team of Client Success Managers. This role is responsible for ...
The Manager, Client Success is responsible for directly managing a book of strategic or portfolio accounts while leading and developing a team of Client Success Managers. This role is responsible for ...
The Manager, Client Success is responsible for directly managing a book of strategic or portfolio accounts while leading and developing a team of Client Success Managers. This role is responsible for ...
The Manager, Client Success is responsible for directly managing a book of strategic or portfolio accounts while leading and developing a team of Client Success Managers. This role is responsible for ...
The Client Success Manager (CSM) is responsible for driving client satisfaction, solution adoption, and overall success for a specific solution. By serving as a strategic partner, the CSM ensures ...
The Client Success Manager (CSM) is responsible for driving client satisfaction, solution adoption, and overall success for a specific solution. By serving as a strategic partner, the CSM ensures ...
The Client Success Manager (CSM) is responsible for driving client satisfaction, solution adoption, and overall success for a specific solution. By serving as a strategic partner, the CSM ensures ...
The Client Success Manager (CSM) is responsible for driving client satisfaction, solution adoption, and overall success for a specific solution. By serving as a strategic partner, the CSM ensures ...
Strategic Account Manager (SAM) The SAM role is an integral part of our client success strategy ... Insurance * 401K Contributions - Generous employer match * Generous Time Off - 5 weeks of PTO, 9 ...
Strategic Account Manager (SAM) The SAM role is an integral part of our client success strategy ... Insurance * 401K Contributions - Generous employer match * Generous Time Off - 5 weeks of PTO, 9 ...
... Client Success Manager to drive adoption, engagement, and value realization across a high-volume ... Generous employer sponsored subsidy towards employee's medical insurance premiums * Azalea Health ...
... Client Success Manager to drive adoption, engagement, and value realization across a high-volume ... Generous employer sponsored subsidy towards employee's medical insurance premiums * Azalea Health ...
Insurance Client Success Manager information
What is the difference between Insurance Client Success Manager vs Insurance Account Executive?
| Aspect | Insurance Client Success Manager | Insurance Account Executive |
|---|---|---|
| Primary Focus | Ensuring client satisfaction, retention, and ongoing support | Acquiring new clients and managing sales processes |
| Work Environment | Customer service, account management, client communication | Sales, prospecting, client meetings |
| Required Credentials | Insurance licenses, customer service skills, industry knowledge | Insurance licenses, sales skills, industry knowledge |
| Employer & Industry Usage | Insurance companies, brokerages, agencies | Insurance agencies, brokerages, carriers |
While both roles require insurance licenses and industry knowledge, the Insurance Client Success Manager focuses on maintaining client relationships and ensuring satisfaction, whereas the Insurance Account Executive emphasizes acquiring new clients and driving sales. Understanding these differences helps job seekers target the right roles in the insurance industry.
What are Insurance Client Success Managers?
What are the key skills and qualifications needed to thrive as an Insurance Client Success Manager, and why are they important?
How does an Insurance Client Success Manager typically collaborate with other departments to support client needs?

FIS Global rating
7.3
Based on 8 frontline employees who took The Breakroom Quiz
136th of 190 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 Client Success Manager is responsible for directly managing a book of strategic or portfolio accounts whilst leading and developing a team of Client Success Managers. This role is responsible for driving client value, retention and growth by leading a team of client success managers while also directly managing a portfolio of key accounts. The Manager blends strategic leadership with hands-on execution ensuring best practices are modeled, client relationships are strengthened and business outcomes are consistently delivered and is accountable for client outcomes, team performance, and execution of client success strategy at a portfolio or segment level.
About the team:
The Client Success Manager is part of the Client Success organization and orchestrates the post-sales experience for clients. Their priority is to use their product expertise to help clients achieve business goals, deliver measurable ROI through product adoption, and realize value from products. CSMs are also responsible for minimizing churn/compression risk and identifying expansion opportunities.
What you will be doing:
Client Ownership
Manage a defined portfolio of highvalue or complex clients as the primary Client Success Manager
Drive adoption, measurable value realization, retention, and expansion within owned accounts
Serve as an escalation point for critical client risks and relationship challenges
Build trusted relationships with senior client stakeholders and act as a strategic advisor
Develop and execute joint success plans with milestones and KPIs aligned to client business outcomes
Team Leadership
Lead, coach, mentor, and performancemanage a team of Client Success Managers
Set clear expectations, objectives, and success plans aligned to Client Success strategy
Conduct regular onetoones, deal reviews, and client health deep dives
Build team capability across onboarding, adoption, risk management, renewals, and expansion motions
Model bestinclass client engagement while empowering team members to lead
CrossFunctional Collaboration
Partner closely with Sales on renewals, upsell, and expansion opportunities
Collaborate with Product, Support, and Professional Services to resolve systemic client issues
Act as a critical link between clients and internal teams, translating client needs into actionable insights
Advocate for the voice of the customer to inform product and gotomarket strategies
Execution & Operational Excellence
Translate Client Success strategy into daytoday execution
Monitor portfolio health, retention, NPS, and adoption metrics
Proactively analyze client health and usage data to identify risk and drive corrective action plans
Ensure consistent use of CRM tools, playbooks, and engagement standards
Operate effectively in ambiguity; test, learn, and iterate to improve outcomes
Required Qualifications
Bachelor's degree or equivalent experience required, MBA or another advanced degree preferred
8-12+ years of experience in customer success, account management or related roles
Relevant previous experience in financial technology services
Knowledge of financial technology industry and products, including market trends, challenges, and opportunities
Proven experience managing enterprise or strategic client relationships
Prior people-management experience or strong player/ coach readiness
Strong commercial acumen
Data-driven mindset with experience using CRM and client health metrics
Excellent stakeholder management and executive-level communication skills
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.
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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