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 a minimum of 5 years in sales/marketing and at least 3 years as a Partner Manager, Customer Success Manager, or Account Manager. Experience managing a client portfolio worth $5 - $15M+ annually and a background working with financial service clients like Credit Unions, Central Banks, Regional Banks, Housing and Mortgage companies, Wealth Management Firms, and Fintech are essential. The role requires customer service experience, proven ability to develop client relationships, and strong organizational skills to manage a large project portfolio. Candidates should also demonstrate data analysis capabilities, a genuine curiosity for ad tech and marketing, and the ability to travel approximately 25% of the time.

Responsibilities

The Customer Success Manager will manage end-to-end client relationships for a portfolio of financial institutions, guiding successful partnerships and driving revenue. This includes supporting Account Directors on strategic accounts, educating clients, negotiating contracts, and providing daily support. Key performance indicators include customer renewal rate, revenue retention, upsell/cross-sell rates, and customer satisfaction. Responsibilities also involve collaborating with internal teams like solutions engineering, operations, billing, and finance, and frequently communicating with clients through status calls and occasional travel. The role requires gathering industry information, developing relationships across client organizations and internal departments, and promoting Experian's solutions across multiple 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