Remote Client Success Analyst - Year-End Operations Lead

Experian; Schaumburg (IL); Remote; USD 72,000 - 88,000; Full time

Benefits offered by this job

Great compensation

Full benefits

Fully remote

Flexible time off

Job summary

Experian seeks a Client Support Analyst to manage high-profile partner year-end operations, balancing client relationship management, data oversight, and production accuracy. The role reports to the Director of Customer Success and is remote.

You will oversee end-to-end case management, validate tax forms for W-2, 1099, PR, and Canadian forms, and act as the primary client contact in status meetings, ensuring timely, high-quality deliverables across systems.

Qualifications

• 5+ years of experience working in Client Services.
• Advanced skills in Customer Success metrics.
• Experience with enterprise-level clients or partners in regulated industries.
• Experience with payroll in US and CAN tax forms (W2, 1099, PR, T4 RL1).
• Experience with tax year-end processing, data-heavy client services, client billing and contract review.
• Experience leading training and presentations with clients.
• Advanced Excel, Salesforce, and Smartsheet knowledge.

Responsibilities

• Oversee end-to-end client case management, including tracking, prioritization, status communication, and documentation across multiple systems.
• Support year-end tax form processing by validating, formatting, QA'ing, and delivering files for W-2 GU, VI, PR, 1099 (M, R, NEC), and Canadian forms (T4, T4A, RL-1).
• Serve as a primary client contact by participating in status meetings, leading calls, presenting updates, and providing high-touch communication and client-facing summaries.
• Use multiple systems and tools, including Salesforce (SFDC), Smartsheet, Excel, internal proprietary platforms, and shared team trackers to manage client deliverables and case activity.
• Troubleshoot production, data, and processing issues independently while collaborating with our teams and partners to provide a seamless, accurate, and error-free year-end experience.
• Support peak year-end processing demands from October through February, including extended hours, occasional evenings and weekends, and accelerated case turnaround expectations.

Skills

Client relationships

CS Metrics

Advanced Excel

Smartsheet

Tools

Salesforce

Smartsheet

Excel

Job description

Experian seeks a Client Support Analyst to manage high-profile partner year-end operations, balancing client relationship management, data oversight, and production accuracy. The role reports to the Director of Customer Success and is remote.

You will oversee end-to-end case management, validate tax forms for W-2, 1099, PR, and Canadian forms, and act as the primary client contact in status meetings, ensuring timely, high-quality deliverables across systems.