Let’s get started
By clicking ‘Next’, I agree to the Terms of Service
and Privacy Policy
Jobs / Job page
Client Success Manager - Financial Services image - Rise Careers
Job details

Client Success Manager - Financial Services

Company Description

Experian is a global data and technology company, powering opportunities for people and businesses around the world. We help to redefine lending practices, uncover and prevent fraud, simplify healthcare, create marketing solutions, and gain deeper insights into the automotive market, all using our unique combination of data, analytics and software. We also assist millions of people to realise their financial goals and help them save time and money.

We operate across a range of markets, from financial services to healthcare, automotive, agribusiness, insurance, and many more industry segments.

We invest in people and new advanced technologies to unlock the power of data. As a FTSE 100 Index company listed on the London Stock Exchange (EXPN), we have a team of 22,500 people across 32 countries. Our corporate headquarters are in Dublin, Ireland. Learn more at experianplc.com

Job Description

We are looking for a Client Success Manager to manage a portfolio of large tier 1 Financial Services organisations throughout the entire customer lifecycle. From onboarding to renewal, you will be the main contact for their client base.

You will cover Experian's Ascend products, a portfolio of innovative, cloud native products helping clients to deliver the best analytics, to assess new markets, take insights from credit market trends and improve their decision-making processes. Reporting to the Senior Client Success Manager, you will manage planning, prioritising and completing client deliveries, throughout both trial and in life stages.

You will be measured on retention of portfolio, growth of existing client base, delivering client projects, and client satisfaction.

 

Responsibilities include:

  • You are responsible for the retention and growth of a portfolio of large, strategic tier 1 clients
  • You will be the main interface between Ascend clients and internal service teams, providing advice with a strong understanding of client requirements
  • You will lead the service relationship for your clients through onboarding to ongoing support.
  • You will support with the coordination and delivery of all client trials and projects, communicating the value of Ascend and its success, both internally and externally
  • You will collate, analyse and present information on client performance and use this data to improve plans and increase client satisfaction
  • You will maintain a 'trusted advisor' relationship with internal/external stakeholders, providing the main contact for Service Management issues and ensuring high levels of service stability and reliability.
  • Work with the Account team to drive client retention and growth by identifying upsell and cross-sell opportunities

Qualifications

  • Proven experience in client success management / account management, ideally with corporate strategic clients
  • Comfortable managing large clients with ARR of £1m<
  • Experience establishing communication and engagement with senior stakeholders within leading global organisations
  • Experience managing multiple projects at the same time

Desirable:

  • Understanding of financial products and services

Additional Information

Benefits package includes:

  • Hybrid working
  • Great compensation package
  • Core benefits include pension, bupa healthcare, sharesave scheme and more
  • 25 days annual leave with 8 bank holidays and 3 volunteering days. You can purchase additional annual leave.

Our uniqueness is that we celebrate yours. Experian's culture and people are important differentiators. We take our people agenda very seriously and focus on what matters; DEI, work/life balance, development, authenticity, engagement, collaboration, wellness, reward & recognition, volunteering... the list goes on. Experian's people first approach is award winning; Great Place To Work™ in 24 countries, FORTUNE Best Companies to work and Glassdoor Best Places to Work (globally 4.4 Stars) to name a few. Check out Experian Life on social or our Careers Site to understand why.

Experian is proud to be an Equal Opportunity and Affirmative Action employer. Innovation is a critical part of Experian's DNA and practices, and our diverse workforce drives our success. Everyone can succeed at Experian and bring their whole self to work, irrespective of their gender, ethnicity, religion, colour, sexuality, physical ability or age. If you have a disability or special need that requires accommodation, please let us know at the earliest opportunity.

Internal Grade: E/EB9

#LI-DS1 #LI-Hybrid

Experian Careers - Creating a better tomorrow together

Find out what its like to work for Experian by clicking here

Experian Glassdoor Company Review
4.2 Glassdoor star iconGlassdoor star iconGlassdoor star iconGlassdoor star icon Glassdoor star icon
Experian DE&I Review
No rating Glassdoor star iconGlassdoor star iconGlassdoor star iconGlassdoor star iconGlassdoor star icon
CEO of Experian
Experian CEO photo
Jennifer Schulz
Approve of CEO

Average salary estimate

$65000 / YEARLY (est.)
min
max
$60000K
$70000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Client Success Manager - Financial Services, Experian

If you're passionate about helping top-tier financial services clients succeed, we want you on our team as a Client Success Manager at Experian! Based in the vibrant heart of London at 80 Victoria Street, you'll play a crucial role in managing a portfolio of large tier 1 clients throughout the entire customer lifecycle. Your mission? To ensure these clients make the most out of our innovative, cloud-native Ascend products, which deliver critical analytics and insights to enhance their decision-making processes. You'll be the main point of contact for your clients, guiding them from onboarding through renewal while focusing on retention, growth, and overall client satisfaction. This dynamic position will have you collaborating with various internal service teams and leading client trials and projects, showcasing the value of our solutions. You will also analyze and present client performance data to drive improvements and solidify those trusted advisor relationships. If you have proven experience in client success or account management and are comfortable managing large clients, Experian offers a supportive environment that champions diversity, work-life balance, and professional development. Plus, with a fantastic benefits package, including hybrid working options and generous annual leave, we make it easy to celebrate your uniqueness while enjoying a rewarding career with us!

Frequently Asked Questions (FAQs) for Client Success Manager - Financial Services Role at Experian
What does a Client Success Manager do at Experian?

As a Client Success Manager at Experian, you'll be responsible for managing a portfolio of large tier 1 financial services clients through their entire lifecycle. This includes onboarding, ongoing support, and project delivery, ensuring client satisfaction and retention while actively seeking growth opportunities.

Join Rise to see the full answer
What qualifications are required for the Client Success Manager role at Experian?

Experian seeks candidates with proven experience in client success or account management, particularly with corporate strategic clients. Understanding financial products and the ability to manage large clients are key. Familiarity with data analysis and client relationship management will also be beneficial.

Join Rise to see the full answer
How does Experian support its Client Success Managers?

At Experian, support comes in various forms including a robust onboarding process, ongoing training, and access to the latest technologies. You'll work closely with internal teams and have the chance to collaborate on numerous projects, creating a network of professional support.

Join Rise to see the full answer
What can I expect in terms of growth opportunities as a Client Success Manager at Experian?

Experian is dedicated to employee growth, offering countless opportunities for professional development, career advancement, and the chance to take on new challenges as your career evolves. Your role as a Client Success Manager will directly influence your path forward within the company.

Join Rise to see the full answer
What is the work culture like at Experian?

Experian boasts an inclusive and collaborative work culture, making it a great place to thrive professionally. Our people-first approach emphasizes diversity, employee wellbeing, and work-life balance, all contributing to our recognition as a Great Place to Work™ in multiple countries.

Join Rise to see the full answer
What client management tools do Client Success Managers use at Experian?

Client Success Managers at Experian utilize advanced analytics and software solutions, including our proprietary Ascend products, to streamline client interactions, project management, and performance tracking, ensuring that clients receive the maximum value from our services.

Join Rise to see the full answer
How can I apply for the Client Success Manager position at Experian?

You can apply for the Client Success Manager position by visiting the Experian Careers site. There you’ll find detailed information about the application process, required qualifications, and how to submit your resume and cover letter.

Join Rise to see the full answer
Common Interview Questions for Client Success Manager - Financial Services
Can you explain your approach to managing client relationships as a Client Success Manager?

When managing client relationships, I prioritize open communication and responsiveness. I believe in regular check-ins and keeping clients informed about their projects and available resources. Establishing a rapport helps to build trust and ensures clients feel valued.

Join Rise to see the full answer
How do you handle dissatisfied clients?

I approach dissatisfied clients by listening to their concerns and acknowledging their feelings. I then work collaboratively to identify solutions that address their issues, ensuring they feel heard and respected throughout the process.

Join Rise to see the full answer
What strategies do you use to identify upselling or cross-selling opportunities?

I leverage data analysis to review client usage patterns and performance metrics, identifying areas where our additional products or services may add value. Regular discussions with clients also reveal their evolving needs, paving the way for new opportunities.

Join Rise to see the full answer
How do you measure the success of your client relationships?

Success is measured through client retention rates, satisfaction surveys, and overall revenue growth from the client portfolio. I also prioritize gathering feedback and using metrics to pinpoint areas for improvement.

Join Rise to see the full answer
Describe a successful project you've managed. What made it successful?

In a recent project, I successfully guided a tier 1 client through the implementation of an advanced analytics solution. Success came from clear communication, setting realistic timelines, and maintaining close collaboration with both the client and internal teams to achieve desired outcomes.

Join Rise to see the full answer
How do you prioritize multiple client projects simultaneously?

I employ a structured approach by assessing the urgency and importance of each project. Utilizing project management tools helps me keep track of deadlines, deliverables, and responsibilities, allowing for efficient workload management.

Join Rise to see the full answer
What role does data analysis play in your position as a Client Success Manager?

Data analysis is pivotal in my role. It helps me assess client performance, identify trends, and make informed decisions that enhance the overall client experience while driving strategic growth for the company.

Join Rise to see the full answer
How do you build long-term relationships with your clients?

Long-term relationships are built on trust, reliability, and consistent communication. I strive to understand each client's unique needs and challenges, providing tailored support and solutions to ensure their long-term success and satisfaction.

Join Rise to see the full answer
Can you give an example of a time you turned around a client's negative experience?

Absolutely, I once stepped in to mitigate a client’s frustration over a delayed project. By actively listening to their concerns, proposing a revised timeline, and offering additional support, I turned their experience around and they ended up being more satisfied than before.

Join Rise to see the full answer
What motivates you as a Client Success Manager?

Seeing clients achieve their goals and establish successful partnerships motivates me. I find great satisfaction in knowing that my contributions help clients make informed decisions and navigate challenges effectively.

Join Rise to see the full answer
Similar Jobs
Photo of the Rise User
Experian Remote Centro Corporativo el Cafetal, Heredia, Heredia, Costa Rica
Posted 12 days ago
Photo of the Rise User
Experian Remote 5th Floor, Tower 3, Equinox Business Park, Kurla East, Mumbai, Maharashtra, India, Mumbai, Maharashtra, India
Posted 12 days ago
Photo of the Rise User
HSI Remote No location specified
Posted 8 days ago
Photo of the Rise User
Thorlabs Hybrid No location specified
Posted 13 days ago
Photo of the Rise User
Social Impact Driven
Empathetic
Collaboration over Competition
Growth & Learning
Transparent & Candid
Customer-Centric
Photo of the Rise User
Posted 12 days ago
Photo of the Rise User
Domino's Hybrid 8225 Steilacoom Boulevard Southwest, Lakewood, WA
Posted 3 days ago

We pride ourselves on being certified as a Great Place To Work and firmly believe that creating a positive company culture is less about ping pong tables and more about transparency, connection, and "work with purpose." The unique perspective of e...

270 jobs
MATCH
VIEW MATCH
FUNDING
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
EMPLOYMENT TYPE
Full-time, hybrid
DATE POSTED
November 27, 2024

Subscribe to Rise newsletter

Risa star 🔮 Hi, I'm Risa! Your AI
Career Copilot
Want to see a list of jobs tailored to
you, just ask me below!