Customer Success Manager

Reposted 2 Days Ago
Be an Early Applicant
Louisville, KY
In-Office
Senior level
Fintech • Consulting
The Role
The Strategic Customer Success Manager maximizes customer value and retention by building relationships, overseeing contract renewals, and collaborating internally while fostering customer engagement and growth. This involves delivering training, managing executive communications, and driving product optimization based on customer feedback.
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 Workforce Solutions’ Public Safety vertical delivers breakthrough technology powered by data and analytics capabilities to reduce people-based risk, mitigate fraud and meet compliance mandates. As the nation’s most comprehensive and trusted source of risk and criminal justice intelligence, we offer timely, reliable insights through vertical partners on AI-driven, SaaS-based cloud architecture. We enable commercial enterprises and government agencies to build trust and safety while improving operational efficiencies.  

The Strategic Customer Success Manager is the trusted partner responsible for maximizing customer value and driving account retention within an assigned portfolio of clients across their entire experience lifecycle. This role is laser-focused on building deep, high-level relationships, leading all contract renewal strategies, and ensuring customers realize the full, expected value from their Equifax solutions. Leveraging the Four Pillars of Success—Strategic Customer Engagement, Product & Process Optimization, High-Impact Internal Collaboration, and Customer Relationship & Growth Strategy—this role ensures customers achieve their long-term business objectives.

Our ideal candidate will thrive in a hybrid work environment, splitting their time between our Louisville, KY office (Tuesday, Wednesday, and Thursday) and remote work (Monday and Friday).

What you’ll do:

Strategic Customer Engagement

  • Consultative Partnership: Serve as the primary trusted advisor and advocate for key client stakeholders, ensuring long-term success, strategic alignment, and maximum value realization from Equifax solutions.

  • Value Delivery & Retention: Proactively monitor and maintain customer health, leading executive service reviews (QBRs/ABRs) to quantify realized business value and drive adoption, usage, and net retention.

  • Strategic Liaison: Act as the high-level point of contact for complex issues, providing clients transparency on the status of issues/requests and translating customer needs into technical requirements for internal teams.

  • Onboarding Awareness: Participate in the implementation process solely to build foundational relationships and ensure a seamless hand-off to the post-implementation phase (implementation team manages project execution).

Customer Relationship & Growth Strategy (Retention & Expansion)

  • Contract Renewal Ownership: Own the full strategic contract renewal cycle for the assigned portfolio, developing data-backed retention strategies and utilizing relationship health indicators to drive successful deal closure.

  • Account Growth: Actively identify and position opportunities for product penetration and expansion, working with Account Executives (AEs) using strategic account planning frameworks (e.g., GOST) to drive growth.

  • Business Acquisition Support: Provide critical customer context and data to assist in the development of Request for Proposal (RFP) responses and support the broader sales organization.

Product & Process Optimization

  • Product Influence: Champion the voice of the customer to inform product roadmaps, coordinate internal Center of Excellence (COE) teams, and drive enhancement prioritization based on documented user needs.

  • Customer Enablement: Educate clients on the business value of solutions and deliver comprehensive training and subject matter expertise, including periodic travel for on-site customer training sessions and conferences.

  • Support Translation: Drive customer advocacy in resolving issues and serve as the strategic liaison for complex support tickets, translating technical issues and solutions to drive long-term process improvements.

High-Impact Internal Collaboration

  • Internal Advocacy: Serve as a subject matter expert, acting as the connecting thread for internal teams with the customer and advocating for the customer's best interests in cross-functional meetings (Product, Engineering, Sales).

  • Risk Management: Act as the primary communicator during major incidents, providing timely updates, delivering Root Cause Analyses (RCAs), and representing the customer's interests during system migrations and major projects.

What experience you need:
  • 5-7 years of experience in Customer Success, Account Management, or a Strategic Consulting role (required) within the SaaS or Public Sector technology space (preferred).

  • Proven track record of managing and successfully renewing multi-year, large-scale enterprise contracts, demonstrating strong financial acumen in retention.

  • Demonstrated experience in developing and delivering data-driven business reviews (QBRs/ABRs) and value presentations to executive-level stakeholders.

  • Expertise in leveraging CRM systems (e.g., Salesforce) for account planning, forecasting, and tracking customer health metrics.

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

  • Bachelor's degree in a related discipline or equivalent experience.

  • Ability to travel periodically for client meetings, business reviews, conferences, and training events.

What could set you apart:
  • Exceptional ability to communicate and foster positive business relationships.

  • Experience operating within the Public Safety or Government sector.

  • Demonstrated experience in strategic account planning, value realization, and adopting structured methodologies to drive customer outcomes.

  • A background in product management or technical consulting, enabling strong translation between customer needs and technical teams.

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

  • Self-driven, proactive, and a bias for action.

#LI-JD1

#LI-Hybrid

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-KY-Louisville

USA-St. Louis-Clayton

Function:

Function - Sales and Account Management

Schedule:

Full time

Top Skills

CRM
SaaS
Salesforce
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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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