Customer Success Manager, Strategic Financial Institutions

Equifax is where you can power your possible. If you want to achieve your true potential, chart new paths, develop new skills, collaborate with bright minds,  and make a meaningful impact, we want to hear from you.

Equifax is looking for an experienced Customer Success Manager to join our Strategic Financial Institutions team. In this role, you will be a key partner to one of our top financial institution clients, ensuring they achieve maximum value from our solutions.

As a trusted advisor, you will manage the post-sale customer lifecycle, from solution onboarding to ongoing engagement and renewal. You will serve as a primary point of contact, ensuring our clients are successful and their needs are met.

What you’ll do

• Onboard and Optimize Clients: Lead the onboarding process to ensure a fast, seamless, and error-free launch of new and existing products. The primary goal is to get the client “up and running” fast with minimal errors, so the client receives value fast.

• Manage Client Relationships: Serve as a dedicated liaison between clients and internal teams.

• Facilitate Business Reviews: Assist with the preparation and delivery of monthly, quarterly, and annual business reviews.

• Ensure Customer Success: Proactively monitor client metrics and solution performance to confirm they are achieving their goals and getting the expected value.

• Identify Opportunities: Partner with the Account Executive (AE) and Relationship Manager (RM) to identify and close new business opportunities by understanding client needs and recommending additional Equifax products.

• Prevent Issues: Proactively engage with clients to address potential concerns and foster long-term loyalty.

• Manage Renewals: Coordinate and manage the internal processes for client renewals.

• Advocate for Clients: Serve as a client advocate within Equifax, ensuring their feedback and needs are considered by internal teams.

• Provide support: Offer personalized support to customers, including training, product recommendations, and addressing concerns.

What experience you’ll need  

• Bachelor's degree in related discipline or equivalent experience

• 7+ years of experience in a B2B customer success, account management or similar Enterprise-level client-facing sales role

• Proven success in a relationship building type role, able to maintain internal and external relationships

• Ability to establish milestones and keep all team members on task; strong project management and organizational skills

• Experience promoting value through the customer experience

• Experience working with complex, multi-divisional, multi-geographical customers

What could set you apart

• Experience on data and analytic-based projects

• Credit or data industry or product knowledge

Equifax is required by law to include a good-faith salary range for this role. This compensation range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to: skill sets; experience and training; and other business and organizational needs. At Equifax, it is not typical for an individual to be hired at or near the top of the range for their role. A reasonable estimate of the current base salary range is $129,000.00 to $170,000.00. This position is also eligible for our annual incentive compensation program.

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We offer comprehensive compensation and healthcare packages, 401k matching, paid time off, and organizational growth potential through our online learning platform with guided career tracks.

Are you ready to power your possible?  Apply today, and get started on a path toward an exciting new career at Equifax, where you can make a difference!

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