Customer Success Manager

Posted Yesterday
3 Locations
In-Office or Remote
Senior level
Fintech • Consulting
The Role
Own a book of IDW customers to drive growth, engagement, retention and renewals. Act as primary customer contact, run demos/webinars/enrollment events, negotiate renewals, coordinate cross-functional teams, monitor program performance, resolve issues, and identify expansion opportunities.
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.

The ID Watchdog (IDW) Customer Success Manager will be responsible for handling key employer relationships within our Identity Theft Protection team and overall development, growth, and retention of the customers within the IDW book of business. This role will be the primary point of contact with IDW customers and will proactively work to develop strategies to drive employee engagement and enrollment growth. The Customer Success Manager is a key contributor to the overall growth of the IDW business unit and works in tandem with IDW account executives (new business growth) and customer relations managers (implementations and day-to-day customer needs).

What you’ll do:
  • Manage a book of business and identify strategies for growth and retention for the key clients within the book

  • Engage with customer leadership to ensure client satisfaction and create strategies for employee engagement.  These strategies could include the need to conduct product demos, deliver webinars, manage benefit fairs and ensure successful open enrollment

  • Manage client renewal negotiations and contract extension processes

  • Conduct frequent client and distribution partner status calls to monitor program progress, identify issues and engage Equifax & partner teams to resolve & identify new opportunities

  • Work with account teams (account executives and client relations managers) to provide feedback and help identify trends that can help with overall business growth

What experience you need: 
  • 5+ years in B2B enterprise account management

  • Understanding of sales, business strategy development, marketing strategies and end user engagement

  • Bachelor's degree in business, marketing or similar field required.

  • Experience promoting value through the customer experience

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

What could set you apart:

  • Direct experience in the employee benefits arena with benefits brokers or insurance carriers

  • Experience with Identity theft protection or other voluntary benefits

  • 10-15% travel

  • Proficient in G-Suite, Salesforce and Microsoft Office Suite

  • 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

#LI-JD1

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-Missouri-Remote

USA-Georgia-Remote, USA-Texas-Remote

Function:

Function - Sales and Account Management

Schedule:

Full time

Skills Required

  • 5+ years in B2B enterprise account management
  • Bachelor's degree in business, marketing or similar field
  • Understanding of sales, business strategy development, marketing strategies and end user engagement
  • Experience promoting value through the customer experience
  • Experience working with complex, multi-divisional, multi-geographical customers
  • Direct experience in the employee benefits arena with benefits brokers or insurance carriers
  • Experience with Identity theft protection or other voluntary benefits
  • 10-15% travel
  • Proficient in G-Suite, Salesforce and Microsoft Office Suite
  • Exceptional ability to communicate and foster positive business relationships
  • Strong project management skills; ability to establish milestones and keep team members on task
  • Self-driven and proactive

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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