SaaS Customer Success Consultant

Posted Yesterday
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Hiring Remotely in Heredia, Ulloa, Lagunilla, CRI
Remote or Hybrid
Senior level
Big Data • Fintech • Information Technology • Business Intelligence • Financial Services • Cybersecurity • Big Data Analytics
The Role
Serve as primary operational advisor for a portfolio of premium SaaS customers, driving onboarding, adoption, fraud analysis, operational support, strategic consulting, and expansion. Monitor customer health, lead projects, translate data into recommendations, collaborate with Sales/Product, and ensure delivery and long-term value.
Summary Generated by Built In

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Team Overview

As a Customer Success Consultant, you own the operational relationship with many of our premium level customers and position yourself as a trusted advisor The Customer Success team partners with premium customers to maximize the value of TransUnion’s fraud and identity solutions. Acting as trusted advisors, the team leads customer engagements throughout the client lifecycle, including onboarding, training, adoption, operational support, fraud analysis, and strategic consulting. By building strong customer relationships and driving product utilization, the team helps clients achieve their business objectives while supporting long-term growth and retention. This is a remote position which may require occasional in-person attendance at work-related events at the discretion of management.

Role Overview And Core Responsibilities

  • Act as a trusted advisor and primary operational point of contact for a portfolio of premium customers, ensuring a positive and successful customer experience.

  • Lead customer engagements including onboarding, training, operational reviews, fraud analysis, consulting activities, and adoption initiatives.

  • Provide expertise across TransUnion’s fraud and identity platforms, helping customers identify effective and innovative solutions to meet their business goals.

  • Develop and execute customer success strategies that drive solution adoption, product utilization, and long-term customer value.

  • Monitor customer sentiment, adoption trends, and engagement opportunities, maintaining regular communication and executive-level relationships.

  • Manage all phases of customer projects and initiatives, ensuring successful delivery, stakeholder alignment, and achievement of desired outcomes.

  • Analyze customer challenges, identify root causes, and provide business-focused recommendations and data-driven solutions.

  • Collaborate with Sales, Product, and cross-functional teams to communicate customer feedback, support business growth, and influence future innovations.

  • Identify expansion opportunities and communicate insights to the Sales team to support revenue growth and customer retention.

  • Deliver operational support and issue resolution while maintaining a high standard of responsiveness, service quality, and customer satisfaction.


Required Knowledge And Experiences

  • Bachelor’s degree in Business, Finance, Computer Science, or a related field, or equivalent professional experience.

  • 5+ years of experience in consulting, customer success, project management, implementation management, fraud management, or related customer-facing roles.

  • Demonstrated ability to identify customer opportunities and challenges and develop strategic recommendations that drive measurable outcomes.

  • Strong customer relationship management, stakeholder engagement, and consultative problem-solving skills.

  • Experience managing multiple priorities and projects in a fast-paced environment while balancing strategic thinking with execution.

  • Exceptional analytical and quantitative skills with the ability to translate complex data into actionable business recommendations.

  • Ability to communicate complex ideas effectively, both verbally and in writing, to all levels of an organization.

  • Ability to work independently in a remote environment and make decisions guided by established policies, procedures, and business objectives.

  • Flexibility to support customers across multiple time zones, including occasional travel and participation in on-call rotations.

  • Consultancy and Customer Success experience 

  • Fraud management or identity and access management experience 

  • Exposure to the financial services or insurance industries 

  • Knowledge of TransUnion’s fraud and identity product and services 

  • Preferred Fluency in Spanish, Portuguese 

  • Working knowledge of JSON, Tableau, Looker and/or Databricks 

Required Technical Skills

  • Advanced proficiency in Microsoft Excel, Word, and PowerPoint for analysis, reporting, presentations, and customer communications.

  • Ability to analyze operational, fraud, and customer data to develop insights and recommendations.

  • Experience managing customer projects, implementations, and customer success initiatives using structured methodologies.

  • Strong understanding of SaaS platforms, customer adoption strategies, and customer lifecycle management.

  • Ability to effectively utilize collaboration and communication technologies in a remote work environment.

We're also looking for the preferred skills below. Whether you are proficient or could use some brushing up, we're happy to support your career development and growth in:

  • Customer Success or Management Consulting experience.

  • Fraud management, fraud prevention, identity verification, or identity and access management experience.

  • Experience supporting customers within the financial services or insurance industries.

  • Knowledge of TransUnion's Fraud and Identity solutions and services.

  • Fluency in Spanish and/or Portuguese.

  • Working knowledge of JSON, Tableau, Looker, Databricks, and Salesforce.

  • Experience translating customer feedback into product enhancement recommendations.

  • Experience partnering with Sales teams to identify growth and expansion opportunities.

#LI-PV1


TransUnion Overview:

At TransUnion, we encourage and are committed to creating a real, positive impact and shared sense of purpose within our Workforce for Good, which empowers our people to grow, innovate and contribute to a better future for our communities and customers. We strive to build an environment where our associates are in the driver’s seat of their professional development— while having access to help along the way. We recognize that success comes when our associates thrive both professionally and personally; that’s why we prioritize work/life flexibility and offer resources for our teams across the globe to collaborate and drive excellence.


Be a part of our Workforce for Good – you’ll work with great people, pioneering products and cutting-edge technology.


TransUnion Job Title


Consultant, Customer Experience

Skills Required

  • Bachelor's degree in Business, Finance, Computer Science, or related field, or equivalent experience
  • 5+ years experience in consulting, customer success, project or implementation management, fraud management, or related customer-facing roles
  • Demonstrated ability to identify customer opportunities and develop strategic, measurable recommendations
  • Strong customer relationship management, stakeholder engagement, and consultative problem-solving skills
  • Experience managing multiple priorities and projects in a fast-paced environment
  • Exceptional analytical and quantitative skills; ability to translate complex data into actionable business recommendations
  • Ability to communicate complex ideas effectively, verbally and in writing, to all levels of an organization
  • Ability to work independently in a remote environment and make decisions within established policies and objectives
  • Flexibility to support customers across multiple time zones, occasional travel, and participation in on-call rotations
  • Fraud management or identity and access management experience
  • Exposure to financial services or insurance industries
  • Knowledge of TransUnion's fraud and identity products and services
  • Working knowledge of JSON, Tableau, Looker and/or Databricks
  • Advanced proficiency in Microsoft Excel, Word, and PowerPoint
  • Experience managing customer projects, implementations, and success initiatives using structured methodologies
  • Strong understanding of SaaS platforms, customer adoption strategies, and customer lifecycle management
  • Working knowledge of Salesforce
  • Fluency in Spanish and/or Portuguese
  • Experience translating customer feedback into product enhancement recommendations and partnering with Sales to identify expansion opportunities

What the Team is Saying

Patrick
Tiana
Jason
Lauren
TC
Jay
Aayushi
Paul
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Sheetal Wathare
TransUnion
TransUnion

TransUnion Compensation & Benefits Highlights

  • Healthcare Strength Day-one eligibility for medical, dental, and vision is paired with HSA/FSA options and robust mental-health resources, including 24/7 support and therapy/EAP. Wellness programming and fitness discounts further reinforce the health offering.
  • Parental & Family Support Paid parental leave of about 12 weeks with a gradual return, adoption and caregiver assistance, a complimentary Care@Work membership, and a dependent-care FSA provide meaningful family coverage. Company materials also reference child and adult care benefits and on-demand EAP access for employees and dependents.
  • Leave & Time Off Breadth Flexible time off or PTO is complemented by paid volunteer time and 10 paid holidays plus two global wellness days. Some postings note “up to 12” holidays, reflecting role/location variability.

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The Company
HQ: Chicago, IL
13,000 Employees
Year Founded: 1968

What We Do

TransUnion is a global information and insights company that makes trust possible by ensuring that each consumer is reliably and safely represented in the marketplace. We do this by having an accurate and comprehensive picture of each person. This picture is grounded in our legacy as a credit reporting agency which enables us to tap into both credit and public record data; our data fusion methodology that helps us link, match and tap into the awesome combined power of that data; and our knowledgeable and passionate team, who stewards the information with expertise, and in accordance with local legislation around the world. Because of our work, organizations can better understand consumers in order to make more informed decisions, and earn their trust through great, personalized experiences, and the proactive extension of the right opportunities, tools and offers. In turn, consumers can be confident that their data identities will result in the opportunities they deserve. We make trust possible, so businesses and consumers can transact with confidence and achieve great things. We call this Information for Good®—it’s our purpose, and what drives us every day.

Why Work With Us

Our culture is welcoming, energetic and innovative. There’s an overall synergy that flows throughout TransUnion, creating a sense of unity in knowing that we’re all working to achieve the same overall goal. We’re dedicated to providing opportunities for our people to get involved and stay connected with their colleagues across the globe.

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TransUnion Teams

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About our Teams

TransUnion Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: Flexible
HQChicago, IL
MX
Amsterdam, NL
Bengaluru, IN
Boca Raton, FL
Bogotá, Colombia
Burlington, ON
South Africa
Cerqueira César, Sao Paulo
Chennai, IN
Cherry Hill, NJ
Cork, County Cork
Crum Lynne, PA
Denver, CO
Greenwood Village, CO
Guaynabo, PR
Gurugram, IN
Hamburg, DE
Hyderabad, IN
Johannesburg, ZA
TransUnion UK Head Office
London, GB
Louisville, KY
Madrid, ES
Makati, PH
Mumbai, IN
New York, NY
Pune, IN
Reston, VA
San Luis Obispo, CA
Santiago, CL
Sydney, NSW
Toronto, ON
Ulloa, La Aurora
Washington, US
White Plains, NY
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