Equifax

Customer Success Manager - Insurance Indirect

Equifax$133K — $160K *
US-Anywhere
+ 4 other locationsRemote
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 7-10 years of customer-facing experience in management consulting, customer success, or account management in insurance or credit industries
  • Bachelor's degree in a related discipline or equivalent experience
  • Proven track record in enhancing customer experience and promoting value
  • Experience managing complex, multi-divisional, and multi-geographical accounts
  • Strong background in cross-functional teamwork and collaboration

Responsibilities

  • Drive adoption, usage, and retention through optimized customer experiences with Insurance partners
  • Act as the main liaison for internal teams and partners throughout the customer journey
  • Resolve partner issues from onboarding through value realization
  • Serve as a trusted adviser and advocate for partner needs
  • Develop and execute collaboration and success plans tailored to each partner
  • Monitor partnership health and facilitate communication on status and issues
  • Educate partners on the business value of solutions offered by Equifax

Benefits

  • Comprehensive compensation package including healthcare
  • 401k matching program
  • Generous paid time off policy
  • Access to organizational growth opportunities via an online learning platform
  • Remote work flexibility
Full Job Description
Customer Success Manager who will be responsible for optimizing the customer experience lifecycle, handling post-sales implementation program management and collaborating with Insurance Indirect partners to ensure the partner and their end customers are realizing expected value from Equifax solutions, as well as driving adoption and retention.

What you'll do
  • Proactively drive adoption, usage, net retention, and renewals by optimizing customer experience for complex Insurance partnerships across lines of business
  • Act as the connecting thread for internal teams with the partner across the partner and end customer journey
  • Drive partner advocacy in resolving issues from new/expanded business acquisition to adoption to use to value realization
  • Serve as a trusted adviser and advocate for partner
  • Create collaboration plan and success plan with each partner
  • Monitor and maintain partnership health
  • Educate partners on business value of solutions
  • Assist in coordinating marketing efforts to fuel partner GTM campaigns involving Equifax solutions or co-developed solutions
  • Aid partners in usage and value realization of solutions
  • Partner with Relationship Manager(s) in preparing and conducting quarterly business reviews
  • Drive partner advocacy within Equifax
  • Utilize voice of the end customer and partner to inform product roadmaps
  • Coordinate internal COE teams to benefit of partner
  • Provide partner transparency on status of issues/requests
  • Assist with resolution of partner and end customer support issues


What experience you need

Experience
  • 7-10 years of customer-facing experience in management consulting, customer success, account management, ideally in the insurance or credit industry
  • Bachelor's degree in related discipline or equivalent experience
  • Experience promoting value through the customer experience
  • Experience working with complex, multi-divisional, multi-geographical customers
  • Experience working with cross-functional teams


Knowledge
  • Knowledge of customer success processes
  • Strong understanding of market segments and market data trends - ideally in the Insurance industry


Skills
  • Ability to create structure in ambiguous situations and design effective processes and creatively solve problems
  • Bias for action
  • Exceptional ability to communicate and foster positive business relationships
  • Ability to establish milestones and keep all team members on task; strong project management skills
  • Self-driven and proactive


What could set you apart
  • Masters or advanced degree preferred
  • Insurance experience strongly preferred


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 base salary range is $133,770.00 to $160,000.00. This position is also eligible for our annual incentive compensation program at approximately 15%. The application window is anticipated to close on Monday, August 10, 2026. This date is a good faith estimate only and may be modified where necessary.

#LI-LMEFX

#LI-REMOTE

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.

Primary Location:
USA-Georgia-Remote

USA-Florida-Remote, USA-Illinois-Remote, USA-West Virginia-Remote

Function:
Function - Sales and Account Management

Schedule:
Full time

About Equifax

Equifax Inc. is a data analytics and technology company that assists organizations and individuals in making informed business and personal decisions. Headquartered in Atlanta, Ga., Equifax operates or has investments in 24 countries in North America, Central and South America, Europe and the Asia Pacific region. It is a member of Standard & Poor's (S&P) 500® Index, and its common stock is traded on the New York Stock Exchange (NYSE) under the symbol EFX. Equifax employs approximately 11,000 employees worldwide.
Learn more about Equifax
Size
12,700 employees
Market Cap
$23.6 billion
Industry
Net Income
$520.1 million
Founded
1899
5 Year Trend
+9.4%
Revenue
$4.1 billion
NASDAQ

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