Strategic Customer Success Manager - Mortgage

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 Strategic Customer Success Manager - Mortgage is responsible for optimizing the customer experience lifecycle, handling post-sales implementation program management, and collaborating with the customer to ensure they are realizing expected value from Equifax solutions, as well as driving adoption and retention.
What you will do

• Proactively drive adoption, usage, net retention, and assist with renewals by optimizing customer experience
• Act as the connecting thread for internal teams with the customer across the customer journey
• Drive customer advocacy in resolving customer issues from acquisition to adoption to use to value realization
• Serve as a trusted adviser and advocate for clients
• Create customer success plan with each client
• Monitor and maintain customer health
• Become SME for how Equifax products work within the ecosystem and educate clients on business value of solutions
• Aid customers in usage and value realization of solutions 
• Partner with Relationship Manager in preparing and conducting quarterly business reviews
• Drive customer advocacy within Equifax
• Utilize voice of the customer to inform product roadmaps
• Coordinate internal COE teams to benefit of customers
• Provide clients transparency on status of issues/requests
• Assist with resolution of customer support issues
• Act as point person for internal and external  stakeholders in coordination with technology and product to ensure successful enhancements to partner platforms and technical matters

What experience you need

• Bachelor's degree in related discipline or equivalent experience
• 7+ years of B2B sales or customer success experience in primary or secondary mortgage market or mortgage technology partner experience
• Knowledge of customer success and project management best practices
• Ability to provide resolutions to a wide range of complex problems that require the frequent use ingenuity and creativity
• Experience promoting value through the customer experience and working with complex, multi-divisional, multi-geographical customers 
• Ability to create structure in ambiguous situations and design effective processes and creatively solve problems
• Experience working with cross-functional teams

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What could set you apart

• 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
• Bias for action
• Curiosity to learn and grow

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 $129,830.00 to $165,000.00. This position is also eligible for our annual incentive compensation program at approximately 15%. The application window is anticipated to close on Friday, November 21, 2025. This date is a good faith estimate only and may be modified where necessary.

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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!

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