Full-Time Customer Success Manager - Financial Services (Remote)

The Customer Success Manager, Financial Services Vertical will 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

Requirements:

• 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

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