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Customer Success Manager, Insurance


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 to join our Insurance team.  The Customer Success Manager 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 EFX solutions. In addition, they are responsible for driving client adoption and retention while identifying areas of relationship expansion. This position requires the ability to travel up to 25% of the time

What you’ll do

  • Proactively drive adoption, usage, net retention, and renewals by optimizing customer experience for complex Auto customers and partners

  • Identify opportunities for upsell/cross-sell across assigned portfolio of existing Auto customers and partners

  • 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

  • Educate clients on business value of solutions 

  • Aid customers in usage and value realization of solutions

  • Partner with Account Executive(s) in preparing and conducting quarterly business reviews

  • Drive customer advocacy within Equifax 

  • Utilize voice of the customer to inform product roadmaps

  • Coordinate internal teams to benefit of customers

  • Provide clients transparency on status of issues/requests

  • Assist with resolution of customer support issues

What experience you’ll need  

  • Minimum of 5 years experience in management consulting, customer service, customer success, account management, business development or similar client-facing role

  • Bachelor’s degree or equivalent experience

What could set you apart

  • 3 years experience working in a client-facing role within the Risk, Data, Insurance or SaaS industries

  • Experience working within complex, highly matrixed organizations and multi-geographical customers

  • Project Management Certification

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 $106,000 to $159,000. 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.

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