Senior Banking Customer Success Leader (Remote)

Equifax; United States; Remote; USD 100,000 - 147,000; Full time

Benefits offered by this job

Contributory pension

Life cover

Healthcare

26 days holiday

Birthday day off

Flexible benefits

Discounts and wellness

Job summary

Equifax in the United Kingdom seeks a Principal Customer Success Manager to lead banking client relationships and drive platform adoption. You will partner with clients to meet business objectives, enable value realization, and drive retention and revenue expansion.

You will liaise with COE teams, educate clients on solutions, and identify upsell opportunities while managing complex, regulated banking environments.

Qualifications

• Bachelor’s degree (or higher) required, or equivalent industry experience.
• Experience in Customer Success or client-facing roles.
• Understanding of banking regulations (GDPR, FCA) is required.
• Ability to travel up to 25%.
• Strong communication and problem-solving skills.

Responsibilities

• Develop and maintain strong client relationships to align objectives with Value.
• Act as trusted advisor to ensure client success and platform adoption.
• Educate clients on business value and best practices.
• Provide insights via Value presentations and Quarterly Business Reviews.
• Identify growth and upsell opportunities in collaboration with Sales.
• Monitor customer health through usage data and issue tracking.
• Coordinate across COE teams to meet client needs and resolve issues.
• Escalate and drive issue resolution, communicating status transparently.
• Participate in lifecycle from prospect to renewal and in program development.
• Facilitate account changes, product setup, and billing research.

Skills

Customer success

Account management

Project management

Banking knowledge

Stakeholder management

Education

Bachelor’s degree or higher

Job description

Equifax in the United Kingdom seeks a Principal Customer Success Manager to lead banking client relationships and drive platform adoption. You will partner with clients to meet business objectives, enable value realization, and drive retention and revenue expansion.

You will liaise with COE teams, educate clients on solutions, and identify upsell opportunities while managing complex, regulated banking environments.