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.

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

• 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

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.

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