Talent.com
Customer Success Manager - Financial Services (Remote)

Customer Success Manager - Financial Services (Remote)

ExperianNew York, NY, US
30+ days ago
Job type
  • Full-time
  • Remote
Job description

Customer Success Manager - Financial Services (Remote)

Experian is a global data and technology company, powering opportunities for people and businesses around the world. We help to redefine lending practices, uncover and prevent fraud, simplify healthcare, create marketing solutions, and gain deeper insights into the automotive market, all using our unique combination of data, analytics, and software. We also assist millions of people to work towards their financial goals and help them save time and money.

We operate across a range of markets, from financial services to healthcare, automotive, agribusiness, insurance, and many more industry segments.

We invest in people and new advanced technologies to unlock the power of data. As a FTSE 100 Index company listed on the London Stock Exchange (EXPN), we have a team of 22,500 people across 32 countries. Our corporate headquarters are in Dublin, Ireland. Learn more at experianplc.com.

Job Description

As a leader in consumer data and identity-based marketing solutions, Experian Marketing Services is improving the business and consumer experience by offering a complete identity solution. We're doing so through a clearer view across the digital customer buying journey and with acquisitions of leading AdTech and MarTech providers with the most recent being Audigent, the leader in sell-side data and curation.

The Customer Success Manager, Financial Services Vertical will meaningfully contribute to EMS's commercial team managing client relationships such as banks, credit unions, and other financial institutions to guide successful partnerships driving revenue across the business.

  • Manage end-to-end customer relationships across a portfolio of customers using Experian's Consumer Sync and Consumer View products
  • Work with and support your assigned Account Director on a set of named strategic accounts to drive continued growth and success
  • Responsibilities include client management, education, contract negotiation, and daily support
  • Key metrics for success are customer renewal rate, revenue retention rate, upsell / cross-sell rate, and customer satisfaction
  • Work with your counterparts across solutions engineering, operations, billing, and finance to ensure continuity across the business
  • Communication with clients is frequent - includes weekly status calls with and occasional travel to client locations.
  • Gather industry information within assigned portfolio. Including subscribing to industry newsletters, trade magazines.
  • Develop relationships across all client / prospect base and internal departments.
  • Cast wide and deep net at existing clients know how to navigate organizations, ask for introductions and help; promote EMS across many use cases at client.
  • You will report to the Sales Director

Qualifications

  • Bachelor's Degree or equivalent experience
  • 5+ years sales / marketing experience required; Minimum 3 years' experience as a Partner Manager, Customer Success Manager, or Account Manager
  • Experience managing portfolio of revenue between $5 - $15M+ annually
  • Experience managing financial service clients such as : Credit Unions, Central Banks, Regional Banks, Housing and Mortgage companies, Wealth Management Firms, and Fintech.
  • Experience in customer service. Experience developing client relationships
  • Experience organizing and prioritizing your own tasks and managing a large project portfolio with varying levels of details
  • Ability to analyze data and present industry specific insights to clients
  • Genuine curiosity and experience with ad tech and marketing and drive to grow career in this industry
  • Ability to travel approx. 25% of time
  • Additional Information

    Benefits / Perks :

  • Great compensation package and bonus plan
  • Core benefits including medical, dental, vision, and matching 401K
  • Flexible work environment, ability to work remote, hybrid or in-office
  • Flexible time off including volunteer time off, vacation, sick and 12-paid holidays
  • At Experian, our people and culture set us apart. We're deeply committed to creating an environment where everyone feels they belong and can excel. From inclusion and authenticity to work / life balance, development, wellness, collaboration, and recognition, we focus on what truly matters. Our people-first approach has earned us global recognition : World's Best Workplaces 2024 (Fortune Top 25), Great Place To Work 2025 in 26 countries, and Glassdoor Best Places to Work 2024, among others.

    Want to see what life at Experian is really like? Explore Experian Life on social or visit our Careers Site.

    Our compensation reflects the cost of labor across several U.S. geographic markets. The base pay range for this position is listed above. Within this range, individual pay is determined by work location and additional factors such as job-related skills, experience, and education. You will be also eligible for a variable pay opportunity.

    Experian is proud to be an Equal Opportunity Employer for all groups protected under applicable federal, state and local law, including protected veterans and individuals with disabilities. Innovation is an important part of Experian's DNA and practices, and our inclusive workforce allows everyone to succeed and bring their whole self to work. If you have a disability or special need that requires accommodation, please let us know at the earliest opportunity.

    #LI-Remote

    Create a job alert for this search

    Customer Service Remote • New York, NY, US

    Related jobs
    • Promoted
    Scaled Customer Success Manager

    Scaled Customer Success Manager

    VirtualVocationsPaterson, New Jersey, United States
    Full-time
    A company is looking for a Scaled Customer Success Manager.Key Responsibilities Design and deliver scalable customer success programs for a large portfolio of accounts Leverage AI and automation...Show moreLast updated: 30+ days ago
    • Promoted
    Client Success Manager

    Client Success Manager

    VirtualVocationsNewark, New Jersey, United States
    Full-time
    A company is looking for a Client Success Manager.Key Responsibilities Manage and strengthen relationships with K12 clients, ensuring satisfaction and retention Identify upselling and cross-sell...Show moreLast updated: 30+ days ago
    • Promoted
    Digital Client Success Manager

    Digital Client Success Manager

    VirtualVocationsJamaica, New York, United States
    Full-time
    A company is looking for a Digital Client Success Manager to drive engagement, retention, and growth within their Build and execute client journey campaigns in HubSpot to enhance onboarding and pr...Show moreLast updated: 30+ days ago
    • Promoted
    Customer Success Associate Manager

    Customer Success Associate Manager

    VirtualVocationsPaterson, New Jersey, United States
    Full-time
    A company is looking for an Associate Manager- Customer Success.Key Responsibilities Manage client relationships and oversee the opportunity management cycle Ensure delivery assurance by collabo...Show moreLast updated: 30+ days ago
    • Promoted
    Customer Success Manager

    Customer Success Manager

    TabsNew York, NY, US
    Full-time
    Tabs is an AI-powered accounts receivable platform for B2B businesses.Using the power of AI, Tabs is able to understand and extract elements from even the most complex B2B contracts and then power ...Show moreLast updated: 30+ days ago
    • Promoted
    Customer Success Manager

    Customer Success Manager

    VirtualVocationsJackson Heights, New York, United States
    Full-time
    A company is looking for a Customer Success Manager.Key Responsibilities Own the customer success motion for enterprise accounts, ensuring fast time to value and strong adoption Build and manage...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Customer Success Manager

    Senior Customer Success Manager

    VirtualVocationsPaterson, New Jersey, United States
    Full-time
    A company is looking for a Senior Customer Success Manager.Key Responsibilities Focus on high-value strategic accounts and develop comprehensive account strategies for long-term success Proactiv...Show moreLast updated: 30+ days ago
    • Promoted
    Customer Success Manager, Financial Services

    Customer Success Manager, Financial Services

    AlphaSenseNew York, NY, US
    Full-time
    Customer Success Manager, Financial Services.The Customer Success Manager (CSM) role at AlphaSense is central to ensuring our clients realize measurable outcomes from their investment in our platfo...Show moreLast updated: 7 days ago
    • Promoted
    Customer Success Manager

    Customer Success Manager

    RillaNew York, NY, US
    Full-time
    Rilla's Customer Success Team sits at the unique intersection of customers, product, and go to market.In this role, your mission will be to deeply understand our customers' most pressing challenges...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Manager, Customer Success

    Senior Manager, Customer Success

    VirtualVocationsFlushing, New York, United States
    Full-time
    A company is looking for a Senior Manager, Customer Success (Audit, Risk & Compliance).Key Responsibilities Lead and develop a team of Customer Success Managers, fostering accountability and cont...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Customer Success Manager, Service Provider

    Senior Customer Success Manager, Service Provider

    RelativityNewark, NJ, United States
    Full-time
    The Service Provider Customer Success Management Team supports our partners in meeting their goals using the Relativity suite of products. The team guides overall value and product adoption based on...Show moreLast updated: 17 days ago
    • Promoted
    Customer Success Manager

    Customer Success Manager

    DocereeShort Hills, NJ, US
    Full-time
    HCP-only programmatic messaging.AI-enabled proprietary technology.VCs : Creaegis, Eight Roads Ventures and F-Prime Capital. We are seeking exceptional, ambitious, and multifaceted teammates ready to ...Show moreLast updated: 1 day ago
    • Promoted
    Customer Success Manager

    Customer Success Manager

    Method FinancialNew York, NY, US
    Full-time
    We built Method to propel the next decade of consumer finance.Method's APIs are redefining financial connectivity with real-time read-write access to consumer liability accounts and bringing consum...Show moreLast updated: 3 days ago
    • Promoted
    Customer Success Manager

    Customer Success Manager

    impact.comNew York, NY, US
    Full-time
    We are passionate about our people, our technology, and are obsessed with customer success.Working together enables us to grow rapidly, win, and serve the largest brands in the world.We use cutting...Show moreLast updated: 8 days ago
    • Promoted
    Customer Success Manager

    Customer Success Manager

    TennrNew York, NY, US
    Full-time
    As a Customer Success Manager at Tennr, your mission is simple : make our customers deliriously happy.That means delivering more than just great software it means being a trusted, strategic partner...Show moreLast updated: 30+ days ago
    • Promoted
    Customer Success Manager

    Customer Success Manager

    Cartful SolutionsNew York, NY, US
    Full-time
    Cartful is changing the way that brands engage with their shoppers online.Using interactive shopping experiences, we build shopper confidence while delivering valuable "zero-party" data back to our...Show moreLast updated: 30+ days ago
    • Promoted
    Program Manager, Customer Success

    Program Manager, Customer Success

    VirtualVocationsFlushing, New York, United States
    Full-time
    A company is looking for a Program Manager, Scaled Customer Success & Support.Key Responsibilities Build and lead the Scaled Tier 3 program, ensuring continuous evolution and effective management...Show moreLast updated: 2 days ago
    • Promoted
    Onboarding Success Manager

    Onboarding Success Manager

    VirtualVocationsFlushing, New York, United States
    Full-time
    A company is looking for an Onboarding Success Manager (APAC).Key Responsibilities Guide and support Customers and Team Members through the onboarding journey Provide documentation and organize ...Show moreLast updated: 1 day ago