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Customer Success Manager


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 is looking for a Customer Success Manager (CSM) to join our Mortgage Inside Sales Team. The CSM partners with clients to identify and meet business objectives, ensures clients receive maximum value from our solutions, and provides proactive support with the goal of promoting overall customer satisfaction, product adoption, retention, and revenue expansion. An ideal candidate is a self-starter who demonstrates an owner’s attitude towards our clients, able to work both autonomously and collaboratively as part of a team and exhibits a calm confidence under pressure. This role will follow a hybrid schedule requiring in-office presence if the selected candidate is located in the Metro-Atlanta area and may include up to 10% travel.

What you’ll do

  • Develop strong relationships with our clients by maintaining a high level of engagement, aligning business objectives, and providing raving fan service

  • Maintain a deep understanding of our solutions, client base, and best practices

  • Act as a trusted advisor and advocate for the client, ensuring success and maximum value as they adopt a new platform/service

  • Educate clients on business value of solutions and application of best practices

  • Provide business insights through client value presentations, Quarterly Business Reviews, and other methods

  • Identify potential growth and upsell opportunities to expand revenue, engaging the Account Executive at the appropriate time to hand off the opportunity.

  • Assess customer health by monitoring product usage, reported issues, and other success metrics

  • Act as a liaison between internal COE teams to ensure customer needs are being met and to create solutions to client pain points; coordinating amongst technology, sales, marketing, finance, and product teams

  • Identify trends and relay feedback internally to appropriately address underlying issues

  • Provide clients full transparency on status of issues / requests from submission through resolution, working across teams and driving the escalation process as needed

  • Actively participate in the customer life cycle process, from prospect to renewal

  • Participate in CSM program development and improvement activities

  • Facilitate customer account changes, product set up and billing research/corrections

  • Work with Sales and other Learning & Development teams to facilitate customer training as needed

What experience you’ll need  

  • Bachelor’s degree or equivalent work experience

  • Minimum of 3 years experience in an Account Management, Customer Success, Customer Service, Sales Support or similar client-facing role

  • Intermediate to advanced Excel/Google Sheets skills


What could set you apart

  • Prior experience working within the Mortgage Industry

  • Experience utilizing Salesforce, Gainsight, or similar CRM systems

  • Strong analytical skills, process improvement and/or project management capabilities


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!


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. 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 range is $61,200 to $91,800. This position is also eligible for our incentive compensation program.

Equifax is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Who is Equifax? 

At Equifax, we believe knowledge drives progress. As a global data, analytics and technology company, we play an essential role in the global economy by helping employers, employees, financial institutions and government agencies make critical decisions with greater confidence. ​​​​​​​ 

We work to help create seamless and positive experiences during life’s pivotal moments: applying for jobs or a mortgage, financing an education or buying a car. Our impact is real and to accomplish our goals we focus on nurturing our people for career advancement and their learning and development, supporting our next generation of leaders, maintaining an inclusive and diverse work environment, and regularly engaging and recognizing our employees. Regardless of location or role, the individual and collective work of our employees makes a difference and we are looking for talented team players to join us as we help people live their financial best. 

Working at Equifax

We believe in a growth mindset. At Equifax, this includes providing our employees opportunities to perform at their best and learn new skills along the way to inspire and build fulfilling careers.

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