Customer Success Manager - Insurance Indirect

Posted Yesterday
4 Locations
In-Office or Remote
134K-160K Annually
Senior level
Fintech • Consulting
The Role
Manage post-sale partner relationships for Insurance Indirect accounts: drive adoption, retention, renewals, and value realization; coordinate cross-functional teams, create success plans, monitor partnership health, support GTM campaigns, and represent partner needs to product and support teams.
Summary Generated by Built In

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 seeking a Customer Success Manager who will be responsible for optimizing the customer experience lifecycle, handling post-sales implementation program management and collaborating with Insurance Indirect partners to ensure the partner and their end customers are realizing expected value from Equifax solutions, as well as driving adoption and retention.

What you’ll do

  • Proactively drive adoption, usage, net retention, and renewals by optimizing customer experience for complex Insurance partnerships across lines of business
  • Act as the connecting thread for internal teams with the partner across the partner and end customer journey
  • Drive partner advocacy in resolving issues from new/expanded business acquisition to adoption to use to value realization
  • Serve as a trusted adviser and advocate for partner
  • Create collaboration plan and success plan with each partner 
  • Monitor and maintain partnership health
  • Educate partners on business value of solutions
  • Assist in coordinating marketing efforts to fuel partner GTM campaigns involving Equifax solutions or co-developed solutions
  • Aid partners in usage and value realization of solutions
  • Partner with Relationship Manager(s) in preparing and conducting quarterly business reviews
  • Drive partner advocacy within Equifax 
  • Utilize voice of the end customer and partner to inform product roadmaps
  • Coordinate internal COE teams to benefit of partner
  • Provide partner transparency on status of issues/requests
  • Assist with resolution of partner and end customer support issues 

What experience you need

Experience

  • 7-10 years of customer-facing experience in management consulting, customer success, account management, ideally in the insurance or credit industry
  • Bachelor's degree in related discipline or equivalent experience  
  • Experience promoting value through the customer experience
  • Experience working with complex, multi-divisional, multi-geographical customers
  • Experience working with cross-functional teams

Knowledge

  • Knowledge of customer success processes
  • Strong understanding of market segments and market data trends - ideally in the Insurance industry

Skills 

  • Ability to create structure in ambiguous situations and design effective processes and creatively solve problems
  • Bias for action
  • Exceptional ability to communicate and foster positive business relationships
  • Ability to establish milestones and keep all team members on task; strong project management skills
  • Self-driven and proactive

What could set you apart

  • Masters or advanced degree preferred 
  • Insurance experience strongly preferred

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 $133,770.00 to $160,000.00. This position is also eligible for our annual incentive compensation program at approximately 15%. The application window is anticipated to close on Monday, August 10, 2026. This date is a good faith estimate only and may be modified where necessary.

#LI-LMEFX

#LI-REMOTE

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!

Primary Location:

USA-Georgia-Remote

USA-Florida-Remote, USA-Illinois-Remote, USA-West Virginia-Remote

Function:

Function - Sales and Account Management

Schedule:

Full time

Skills Required

  • 7-10 years customer-facing experience in management consulting, customer success, or account management
  • Bachelor's degree in a related discipline or equivalent experience
  • Experience promoting value through the customer experience (driving adoption, usage, retention, renewals)
  • Experience working with complex, multi-divisional, multi-geographical customers
  • Experience working with cross-functional teams
  • Knowledge of customer success processes
  • Strong understanding of market segments and market data trends (ideally in Insurance)
  • Ability to create structure in ambiguous situations and design effective processes; strong problem solving
  • Strong communication and relationship-building skills
  • Project management skills; ability to establish milestones and keep teams on task
  • Self-driven and proactive work style
  • Master's or advanced degree
  • Insurance industry experience

Equifax Inc. Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Equifax Inc. and has not been reviewed or approved by Equifax Inc..

  • Retirement Support Savings programs include a 401(k) with company matching and, in some contexts, profit-sharing or pension components. These are described as solid parts of the total package.
  • Parental & Family Support Programs include paid parental leave for birth and non-birthing parents and adoption assistance. Company materials highlight these benefits as part of a family-supportive offering.
  • Flexible Benefits Multiple medical plan choices, dental and vision options, FSAs/HSAs, and voluntary supplemental coverages enable customization. The company publishes plan summaries and SPDs to help compare cost and coverage by location and tier.

Equifax Inc. Insights

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The Company
HQ: Atlanta, GA
16,742 Employees

What We Do

At Equifax (NYSE: EFX), we believe knowledge drives progress. As a global data, analytics, and technology company, we play an essential role in the global economy by helping financial institutions, companies, employers, and government agencies make critical decisions with greater confidence. Our unique blend of differentiated data, analytics, and cloud technology drives insights to power decisions to move people forward. Headquartered in Atlanta and supported by nearly 15,000 employees worldwide, Equifax operates or has investments in 24 countries in North America, Central and South America, Europe, and the Asia Pacific region. For more information, visit Equifax.com.

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