Customer Success Manager - Financial Services (Remote)

New York, New York, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Data and Technology, Marketing ServicesIndustries

Requirements

Candidates must possess a Bachelor's Degree or equivalent experience, with at least 5 years of sales or marketing experience and a minimum of 3 years in a Partner Manager, Customer Success Manager, or Account Manager role. Experience managing a portfolio of $5-15M+ in annual revenue and specifically with financial service clients such as Credit Unions, Central Banks, Regional Banks, Housing and Mortgage companies, Wealth Management Firms, and Fintech is required. The role also requires experience in customer service, developing client relationships, organizing and prioritizing tasks, managing a large project portfolio, analyzing data to present industry-specific insights, and a genuine curiosity and experience with ad tech and marketing. Ability to travel approximately 25% of the time is also necessary.

Responsibilities

The Customer Success Manager will manage end-to-end customer relationships for a portfolio of financial institutions, guiding successful partnerships and driving revenue growth using Experian's Consumer Sync and Consumer View products. This role involves supporting the Account Director on strategic accounts, managing client relationships, providing education, negotiating contracts, and offering daily support. Key performance metrics include customer renewal rate, revenue retention rate, upsell/cross-sell rate, and customer satisfaction. Responsibilities also include collaborating with solutions engineering, operations, billing, and finance teams, frequent client communication via status calls, gathering industry information, and developing relationships across client organizations and internal departments to promote Experian Marketing Services across various use cases.

Skills

Client Management

Account Management

Financial Services

Data Analytics

Consumer Data

Identity Solutions

Contract Negotiation

Relationship Management

Expedia

Travel booking platform for flights, hotels, rentals

About Expedia

Expedia Group operates in the travel industry, offering a wide range of services for travelers and travel-related businesses. It connects users with options for flights, hotels, car rentals, vacation packages, and activities through its various brands, including Expedia, Hotels.com, and Vrbo. Travelers can easily find and book trips that match their preferences and budgets. The company earns revenue primarily through commissions on bookings and advertising from travel service providers looking to promote their offerings. Additionally, Expedia Group supports its partners by providing access to valuable data and technology, helping them improve their operations and grow their businesses. The goal of Expedia Group is to create a seamless travel experience for users while maximizing the potential of its partners.

Bellevue, WashingtonHeadquarters

1996Year Founded

$3,277.3MTotal Funding

IPOCompany Stage

Consumer Goods, EntertainmentIndustries

10,001+Employees