Equifax · 6 hours ago
Inside Sales Customer Success Manager - Mortgage
USA - Georgia - Alpharetta - 30005
Full-time
Hybrid
Entry, Mid Level
2+ years expEquifax is looking for a Customer Success Manager to join the Mortgage Inside Sales team. This role is a relationship-based sales position responsible for optimizing the customer experience lifecycle by partnering with clients to identify and meet business objectives.
AnalyticsConsultingDatabase
Responsibilities
Develop strong relationships with our clients by maintaining a high level of engagement, aligning business objectives, and providing raving fan service
Maintain a deep understanding of our solutions, client base, and best practices
Act as a trusted advisor and advocate for the client, ensuring success and maximum value as they adopt a new platform/service
Educate clients on business value of solutions and application of best practices
Provide business insights through client value presentations, Quarterly Business Reviews, and other methods
Identify potential growth and upsell opportunities to expand revenue, engaging the Account Executive at the appropriate time to hand off the opportunity
Assess customer health by monitoring product usage, reported issues, and other success metrics
Act as a liaison between internal COE teams to ensure customer needs are being met and to create solutions to client pain points; coordinating amongst technology, sales, marketing, finance, and product teams
Identify trends and relay feedback internally to appropriately address underlying issues
Provide clients full transparency on status of issues / requests from submission through resolution, working across teams and driving the escalation process as needed
Actively participate in the customer life cycle process, from prospect to renewal
Participate in CSM program development and improvement activities
Facilitate customer account changes, product set up and billing research/corrections
Work with Sales and other Learning & Development teams to facilitate customer training as needed
Qualification
Required
2+ years of experience in a B2B customer success, account management, or other client-facing role
Bachelor's degree or the equivalent experience
Self-starting, high-energy go-getter who takes the initiative to own a problem/request and get things done
Ability to effectively manage daily client communications professionally, including escalations and problem management situations
Experience working both autonomously and collaboratively as part of a team
Displays passion for the customer experience and the desire to look for and uncover opportunities to improve customer satisfaction
Consistent with Equifax's 3/2+2 flexible work framework, a willingness to work Tuesday, Wednesday, Thursday in Equifax's Atlanta-based office
Preferred
Possesses strong analytic skills; process improvement and project management capabilities a plus
Excellent verbal and written communication skills, including formal as well as informal client and internal presentations
Exhibits confidence and is calm under pressure
Benefits
Comprehensive compensation and healthcare packages
401k matching
Paid time off
Organizational growth potential through our online learning platform with guided career tracks
Company
Equifax
Equifax is a data, analytics, and technology company for automotive, healthcare, and insurance industries.
10001+ employees
H1B Sponsorship
Equifax has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (236)
2024 (296)
2023 (209)
2022 (301)
2021 (213)
2020 (179)
Funding
Current Stage
Public CompanyTotal Funding
$1M2009-09-04Post Ipo Equity· $1M
1971-05-11IPO
Leadership Team
John Gamble
Corporate Vice President, Chief Financial Officer
Justin Demola
Senior Vice President, Mortgage and Housing
Recent News
2026-01-23
2026-01-06
Company data provided by crunchbase