Customer Success Advisor - IXI Network

Posted 3 Days Ago
Be an Early Applicant
Hiring Remotely in Atlanta, GA
Remote
86K-129K Annually
Senior level
Fintech • Consulting
The Role
The Customer Success Advisor will optimize the customer experience lifecycle, manage post-sales implementations, and collaborate with IXI Network members to enhance value from Equifax solutions while driving adoption and retention. Responsibilities include providing personalized support, monitoring metrics, educating clients, and advocating for their needs.
Summary Generated by Built In

Equifax is where you can power your possible. If you want to achieve your true potential, chart new paths, develop new skills, collaborate with bright minds,  and make a meaningful impact, we want to hear from you.

This Customer Success Advisor position will be responsible for optimizing the customer experience lifecycle, handling post-sales implementation program management and collaborating with our IXI Network members to ensure they are realizing expected value from Equifax solutions, as well as driving adoption and retention. IXI is a network of over 95+  leading financial institutions.  Through this network, Equifax directly measures approximately $30.6 trillion in anonymous U.S. consumer assets, representing approximately 45 percent of all U.S. consumer-invested assets. 

What you will do

  • Provide support: Offer personalized support to IXI members, including training, product recommendations, white glove service, Data and Analytics discovery sessions, and addressing concerns

  • Monitor metrics: Track customer metrics to ensure that customers are achieving their goals and are utilizing the installed products and services (as expected)

    • Monitor account overviews and look for opportunities for business development

    • Monitor and communicate program measures of success, plans, status, issues and risks in a timely manner to team members, stakeholders and management

    • Ensure clients are successful; products and services are performing well and delivering the expected results and value

    • Derive new value propositions based on customers needs

  • Educate and identify opportunities: Use their understanding of Equifax products and services and customer needs to identify opportunities for additional services or upgrade products through coordination with the account team (Account Executive, Relationship Manager and team Customer Success Manager)

  • Prevent issues: Proactively engage with customers to prevent support issues and foster customer loyalty

  • Be the client advocate: Build connections with internal teams to advocate for clients and ensure that their needs are considered

What experience you need

  •  5+ years of experience cultivating and maintaining strong, long-term relationships with clients

  • Knowledge of macro economics in the financial services/brokerage industry and trend analysis

  • Ability to build and nurture relationships with key stakeholders to understand their needs and ensure their ongoing success with solutions

  • Excellent communication skills and ability to translate clients pain-points into actionable insights

  • Experience in business intelligence and deriving insights from observation and analytics

  • Strong presentation skills and executive presence

  • Out of the box thinking and sense of urgency 


What could set you apart

  • PMP certification

  • Exceptional ability to communicate and foster positive business relationships

  • Experience translating data into actionable insights and value mapping

  • Ability to establish milestones and keep all team members on task; strong project management skills

  • Self-driven and proactive

  • Bias for action

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 range is $86,020 to $129,020. This position is also eligible for our annual incentive program.

#LI-REMOTE

#LI-LMEFX

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.

Are you ready to power your possible?  Apply today, and get started on a path toward an exciting new career at Equifax, where you can make a difference!

Primary Location:

USA-Georgia-Remote

Function:

Function - Sales and Account Management

Schedule:

Full time

Top Skills

Business Intelligence
Client Relationship Management
Communication Skills
Customer Success
Data Analytics
Financial Services
Project Management
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Atlanta, GA
16,742 Employees
On-site Workplace

What We Do

At Equifax (NYSE: EFX), we believe knowledge drives progress. As a global data, analytics, and technology company, we play an essential role in the global economy by helping financial institutions, companies, employers, and government agencies make critical decisions with greater confidence. Our unique blend of differentiated data, analytics, and cloud technology drives insights to power decisions to move people forward.

Headquartered in Atlanta and supported by nearly 15,000 employees worldwide, Equifax operates or has investments in 24 countries in North America, Central and South America, Europe, and the Asia Pacific region.

For more information, visit Equifax.com.

Similar Jobs

LogicManager Logo LogicManager

Customer Success Manager

Cloud • eCommerce • Security • Software • Cybersecurity
Easy Apply
Remote
United States
86 Employees

Edmunds Logo Edmunds

Dealer Success Specialist

AdTech • Automotive • Big Data • Consumer Web
Remote
United States
480 Employees
64K-75K Annually
Easy Apply
Remote
United States
800 Employees

SailPoint Logo SailPoint

Partner Success Manager

Artificial Intelligence • Cloud • Sales • Security • Software • Cybersecurity • Data Privacy
Remote
Hybrid
United States
2461 Employees
75K-140K Annually

Similar Companies Hiring

MassMutual India Thumbnail
Insurance • Information Technology • Fintech • Financial Services • Big Data
Hyderabad, Telangana
Jobba Trade Technologies, Inc. Thumbnail
Software • Professional Services • Productivity • Information Technology • Enterprise Web • Consulting • Cloud
Chicago, IL
45 Employees
Quantum Rise Thumbnail
Software • Professional Services • Natural Language Processing • Machine Learning • Consulting • Automation • Artificial Intelligence
Chicago, Illinois
17 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account