Customer Success Manager - Financial Services (Remote)

Company Description

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.

Description

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

Qualifications

• 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

Additional Information

Perks

• Great compensation package and incentive plan
• Paid time off
• 401K with a 4% company match with immediate vesting
• Comprehensive health, dental, and vision plans
• 12 paid company holidays, 5 sick days, and 2 paid volunteer days

Our uniqueness is that we celebrate yours. Experian's culture and people are important differentiators. We take our people agenda very seriously and focus on what matters; DEI, work/life balance, development, authenticity, collaboration, wellness, reward & recognition, volunteering... the list goes on. Experian's people first approach is award-winning; World's Best Workplaces™ 2024 (Fortune Top 25), Great Place To Work™ in 24 countries, and Glassdoor Best Places to Work 2024 to name a few. Check out Experian Life on social or our Careers Site to understand why.

Experian is proud to be an Equal Opportunity and Affirmative Action employer. Innovation is an important part of Experian's DNA and practices, and our diverse workforce drives our success. Everyone can succeed at Experian and bring their whole self to work, irrespective of their gender, ethnicity, religion, colour, sexuality, physical ability or age. If you have a disability or special need that requires accommodation, please let us know at the earliest opportunity.

#LI-Remote

Client-provided location(s): New York, NY, Flexible / Remote

Job ID: Experian-744000080052945

Employment Type: FULL_TIME

Posted: 2025-09-05T18:34:49