Customer Success Manager - Financial Services (Remote)
- New York
- Sales & Business Development
- Permanent
- Home
- Full Time
- See Pay Range
- $115,000 - $185,000
This vacancy has now expired. Please see similar roles below...
As a leader in consumer data and identity-based marketing solutions, Experian Marketing Services is improving the business and consumer experience by offering a complete identity solution. We're doing so through a clearer view across the digital customer buying journey and with acquisitions of leading AdTech and MarTech providers with the most recent being Audigent, the leader in sell-side data and curation
The Customer Success Manager, Financial Services Vertical will meaningfully contribute to EMS's commercial team managing client relationships such as banks, credit unions, and other financial institutions to guide successful partnerships driving revenue across the business.
- Manage end-to-end customer relationships across a portfolio of customers using Experian's Consumer Sync and Consumer View products
- Work with and support your assigned Account Director on a set of named strategic accounts to drive continued growth and success
- Responsibilities include client management, education, contract negotiation, and daily support
- Key metrics for success are customer renewal rate, revenue retention rate, upsell/cross-sell rate, and customer satisfaction
- Work with your counterparts across solutions engineering, operations, billing, and finance to ensure continuity across the business
- Communication with clients is frequent - includes weekly status calls with and occasional travel to client locations.
- Gather industry information within assigned portfolio. Including subscribing to industry newsletters, trade magazines.
- Develop relationships across all client/prospect base and internal departments.
- Cast wide and deep net at existing clients – know how to navigate organizations, ask for introductions and help; promote EMS across many use cases at client.
- You will report to the Sales Director
Experian is a global data and technology company, powering opportunities for people and businesses around the world. We help to redefine lending practices, uncover and prevent fraud, simplify healthcare, create marketing solutions, and gain deeper insights into the automotive market, all using our unique combination of data, analytics and software. We also assist millions of people to work towards their financial goals and help them save time and money.
We operate across a range of markets, from financial services to healthcare, automotive, agribusiness, insurance, and many more industry segments.
We invest in people and new advanced technologies to unlock the power of data. As a FTSE 100 Index company listed on the London Stock Exchange (EXPN), we have a team of 22,500 people across 32 countries. Our corporate headquarters are in Dublin, Ireland. Learn more at experianplc.com.
- Bachelor's Degree or equivalent experience
- 5+ years sales/marketing experience required; Minimum 3 years' experience as a Partner Manager, Customer Success Manager, or Account Manager
- Experience managing portfolio of revenue between $5 - $15M+ annually
- Experience managing financial service clients such as: Credit Unions, Central Banks, Regional Banks, Housing and Mortgage companies, Wealth Management Firms, and Fintech.
- Experience in customer service. Experience developing client relationships
- Experience organizing and prioritizing your own tasks and managing a large project portfolio with varying levels of details
- Ability to analyze data and present industry specific insights to clients
- Genuine curiosity and experience with ad tech and marketing and drive to grow career in this industry
- Ability to travel – approx. 25% of time
Benefits/Perks:
- Great compensation package and bonus plan
- Core benefits including medical, dental, vision, and matching 401K
- Flexible work environment, ability to work remote, hybrid or in-office
- Flexible time off including volunteer time off, vacation, sick and 12-paid holidays
At Experian, our people and culture set us apart. We're deeply committed to creating an environment where everyone feels they belong and can excel. From inclusion and authenticity to work/life balance, development, wellness, collaboration, and recognition, we focus on what truly matters. Our people-first approach has earned us global recognition: World's Best Workplaces™ 2024 (Fortune Top 25), Great Place To Work™ 2025 in 26 countries, and Glassdoor Best Places to Work 2024, among others.
Want to see what life at Experian is really like? Explore Experian Life on social or visit our Careers Site.
Our compensation reflects the cost of labor across several U.S. geographic markets. The base pay range for this position is listed above. Within this range, individual pay is determined by work location and additional factors such as job-related skills, experience, and education. You will be also eligible for a variable pay opportunity.
Experian is proud to be an Equal Opportunity Employer for all groups protected under applicable federal, state and local law, including protected veterans and individuals with disabilities. Innovation is an important part of Experian's DNA and practices, and our inclusive workforce allows everyone to succeed and bring their whole self to work. If you have a disability or special need that requires accommodation, please let us know at the earliest opportunity.
#LI-Remote
Explore Experian's award winning 'people first' culture.
Being part of Experian is exciting. Every day brings new challenges, new opportunities, new ways for us to do what we do best: using our innovative technologies and data to work in new and surprising ways. All brought together in a single thought: Discover the Unexpected.
Learn moreRecommended Jobs
Salary
Location
Düsseldorf, Germany
Experience Level
Not Applicable
Employment
Permanent
Location
Dusseldorf
Role Type
Hybrid
Schedule
Full Time
Department
Sales & Business Development
Brand
Experian
Remote working available
No
Description
As Service Delivery Manager (m/f/d) for the DACH market, you will be responsible for all delivery‑related topics across the region. You will lead delivery teams, ensure high‑quality execution for our
Reference
1fb90404-e5f5-46ca-a94b-2fd1dffac2f7
Expiry Date
01/01/0001
Salary
Location
London, England
Experience Level
Not Applicable
Employment
Permanent
Location
London
Role Type
Hybrid
Schedule
Full Time
Department
Marketing and Communications
Brand
Experian
Remote working available
No
Description
When you think of Experian, you may think of credit. But our Experian Marketing Services (EMS) business works with leading brands, retailers, agencies, and media owners to help them understand audienc
Reference
938f5e06-1a38-4f5d-8d6a-7cdacc2d52b7
Expiry Date
01/01/0001
Salary
Location
Southbank, Australia
Experience Level
Not Applicable
Employment
Permanent
Location
Southbank
Role Type
Hybrid
Schedule
Full Time
Department
Sales & Business Development
Brand
Experian
Remote working available
No
Description
Experian is looking for a Presales Consultant to join our Data Quality and Governance team in ANZ. You will focus on delivering a high-quality experience to our customers during the acquisition and
Reference
ccdc48c1-b128-432d-919a-eb10a26c3285
Expiry Date
01/01/0001
Salary
Location
North Sydney, Australia
Experience Level
Not Applicable
Employment
Permanent
Location
Sydney
Role Type
Hybrid
Schedule
Full Time
Department
Sales & Business Development
Brand
Experian
Remote working available
No
Description
Experian is looking for a Presales Consultant to join our Data Quality and Governance team in ANZ. You will focus on delivering a high-quality experience to our customers during the acquisition and
Reference
64b6629e-667c-4b71-9c0b-4825d95a2e82
Expiry Date
01/01/0001
Salary
Location
United States
Experience Level
Mid-Senior Level
Employment
Permanent
Location
United States
Role Type
Home
Salary Range
See Pay Range
Schedule
Full Time
Department
Sales & Business Development
Pay Range
$90,000 - $150,000
Brand
Experian
Remote working available
Yes
Description
You will report to Experian Health and preferably reside in MO, MN, IA. This is a remote role with approximately 50%+ travel.You will take on this growth-oriented, enterprise sales role, driving net-n
Reference
35109c45-81d8-4425-bd44-2c888b378a88
Expiry Date
01/01/0001
Salary
Location
United States
Experience Level
Associate
Employment
Permanent
Location
United States
Role Type
Home
Salary Range
$80,237 - $139,077
Schedule
Full Time
Department
Sales & Business Development
Brand
Experian
Remote working available
Yes
Description
The Senior Deal Desk Specialist governs complex, high-value, and non-standard sales opportunities to ensure they are complete, compliant, and ready to progress through the sales lifecycle. You will be
Reference
9e8e23e4-b5a4-4817-96f0-5c2e218af44e
Expiry Date
01/01/0001
Salary
Location
Austin, United States
Experience Level
Mid-Senior Level
Employment
Permanent
Location
Austin
Role Type
Home
Salary Range
$63,964 - $110,872
Schedule
Full Time
Department
Administration & Office Support
Brand
Experian
Remote working available
Yes
Description
As an Executive Assistant, you will report to Experian Health and provide high-level administrative and strategic support to C-suite executives.You will excel by demonstrating organization and judgmen
Reference
b9c375b8-5b61-4260-88e3-dbb1a15d790b
Expiry Date
01/01/0001
Salary
Location
Heredia, Costa Rica
Experience Level
Not Applicable
Employment
Permanent
Location
Heredia
Role Type
Hybrid
Schedule
Full Time
Department
Legal & Compliance
Brand
Experian
Remote working available
No
Description
Position Overview: The Experian Consumer Services (ECS) Business Governance team is looking for a dynamic and Risk & Business Governance Expert Analyst. This Analyst will lead our governance efforts a
Reference
b717d234-59a2-4b3f-bb02-95897529c0be
Expiry Date
01/01/0001
Salary
Location
São Paulo, Brazil
Experience Level
Not Applicable
Employment
Permanent
Location
Sao Paulo
Role Type
Roam
Schedule
Full Time
Department
Sales & Business Development
Brand
Serasa Experian
Remote working available
No
Description
Quais serão suas principais entregas? Desenvolver relacionamento próximo com os principais interlocutores nos clientes buscando sempre o nível de cargo mais alto do Setor de Pagamentos; Assegurar a ma
Reference
9c08e528-786e-402e-bfd4-b6f19257d924
Expiry Date
01/01/0001
Salary
Location
Heredia, Costa Rica
Experience Level
Mid-Senior Level
Employment
Permanent
Location
Heredia
Role Type
Hybrid
Schedule
Full Time
Department
Analytics
Brand
Experian
Remote working available
Yes
Description
The Senior Application Database Administrator plays a key role in designing, supporting, and improving cloud-based databases that power modern applications. This person partners closely with engineeri
Reference
20fe00d2-3fe4-4a7d-840f-8c6a2e4e1318
Expiry Date
01/01/0001
Salary
Location
Düsseldorf, Germany
Experience Level
Associate
Employment
Permanent
Location
Dusseldorf
Role Type
Hybrid
Schedule
Part Time
Department
Product Management
Brand
Experian
Remote working available
No
Description
Diese Rolle ist ein zentraler Bestandteil von Experians Engagement zur Stärkung von Verbraucher/-innen.Ziel ist es sicherzustellen, dass Einzelpersonen Zugang zu ihren Finanzdaten erhalten, diese vers
Reference
0894e9f5-3ba4-4484-9f38-3bd9a68bb7b8
Expiry Date
01/01/0001
Salary
Location
Mumbai, India
Experience Level
Not Applicable
Employment
Permanent
Location
Mumbai
Remote working available
No
Description
About the RoleWe are seeking an experienced Backend / Full Stack Developer to design and build scalable hybrid (on-prem + cloud) enterprise data platforms. The ideal candidate will have strong experti
Reference
1d401430-4141-43be-b6bb-e719f1ad3bca
Expiry Date
01/01/0001
Salary
Location
Cyberjaya, Malaysia
Experience Level
Entry Level
Employment
Permanent
Location
Cyberjaya
Role Type
Hybrid
Schedule
Full Time
Department
Product Development
Brand
Experian
Remote working available
No
Description
Requirements Analysis & DesignActively participate in backlog refinement, design discussions, and technical planning.Translate functional and business requirements into clear technical designs.Contri
Reference
4955a993-7f33-45cd-8b78-d3518ceec8ce
Expiry Date
01/01/0001
Salary
Location
Nottingham, England
Experience Level
Not Applicable
Employment
Permanent
Location
Nottingham
Role Type
Hybrid
Schedule
Full Time
Department
Administration & Office Support
Brand
Experian
Remote working available
No
Description
We are looking for an experienced Executive Assistant to report into our Chief Product Officer within Experian's Credit Verification Services team, who help businesses make faster, smarter, and more c
Reference
c5d80f52-3538-4ecc-8780-48b2720f1877
Expiry Date
01/01/0001
Salary
Location
São Paulo, Brazil
Experience Level
Not Applicable
Employment
Permanent
Location
Sao Paulo
Role Type
Home
Schedule
Full Time
Department
Sales & Business Development
Brand
PagueVeloz
Remote working available
No
Description
Região: Uberlândia/MGVenha fazer parte do time mais veloz desse Brasilzão com PagueVeloz by Serasa ExperianVocê já domina a rotina comercial e quer dar o próximo passo, construindo sua história em um
Reference
f7b8661e-c353-4b30-beef-33bcf66ee831
Expiry Date
01/01/0001
Salary
Location
São Paulo, Brazil
Experience Level
Not Applicable
Employment
Permanent
Location
Sao Paulo
Role Type
Home
Schedule
Full Time
Department
Sales & Business Development
Brand
PagueVeloz
Remote working available
No
Description
Região: Uberaba/MGVenha fazer parte do time mais veloz desse Brasilzão com PagueVeloz by Serasa ExperianBuscamos uma pessoa sênior, estratégica e influente, com domínio em adquirência e forte capacida
Reference
1736a253-3b4f-40b9-bf0e-0c07761fbdfa
Expiry Date
01/01/0001