Equifax is a company focused on empowering individuals to reach their potential. They are seeking a Customer Success Manager who will partner with clients to ensure they achieve their business objectives and receive maximum value from Equifax's solutions, while promoting customer satisfaction and revenue expansion.
Responsibilities:
- 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
Requirements:
- 3-5 years of experience in a Customer Success, Account Management, or other Client-Facing role
- Bachelor's degree (or higher) required, or the equivalent years of industry experience
- Self-starting, high-energy go-getter who takes the initiative to own a problem/request and get things done
- Ability to effectively manage daily client communications, including escalations and problem management situations
- Proven ability to interface and consult proficiently and professionally with production teams, technology, sales representatives and clients to provide the total solution
- Must be able to work autonomously and collaborate as part of a team
- Displays passion for the customer experience and the desire to look for and uncover opportunities to improve customer satisfaction
- Ability to travel occasionally (up to 25% of the time)
- Possesses strong analytic skills; process improvement and project management capabilities a plus
- Excellent verbal and written communication skills, including formal as well as informal client and internal presentations
- Exhibits confidence and is calm under pressure
- Ability to troubleshoot and solve business and basic technical problems