Customer Success Manager - Mortgage
Midigator
Sales & Business Development, Customer Service
Jefferson City, MO, USA
USD 89,020-111,280 / year
Posted on Mar 25, 2026
The Customer Success Manager - Mortgage is responsible for optimizing the customer experience lifecycle, handling post-sales implementation program management, and collaborating with the customer to ensure they are realizing expected value from Equifax solutions, as well as driving product adoption and retention.
What You Will Do
What You Will Do
- Drive Growth & Retention: Proactively manage the end-to-end customer lifecycle to drive adoption, maximize net retention, and secure renewals by optimizing the overall customer experience
- Act as a Strategic Partner: Serve as a trusted adviser to clients, developing tailored customer success plans and educating them on the long-term business value of Equifax solutions
- Orchestrate Cross-Functional Collaboration: Serve as the primary "connecting thread" between clients and internal teams (Sales, Product, and COEs) to ensure seamless execution across the customer journey
- Monitor Customer Health: Track and maintain account health metrics, partnering with Account Executives to lead impactful Quarterly Business Reviews (QBRs) that demonstrate ROI
- Advocate for the Client: Drive internal advocacy by utilizing the "Voice of the Customer" to resolve complex issues and influence product roadmaps to better meet client needs
- Ensure Value Realization: Support clients through the transition from acquisition to full-scale usage, ensuring they achieve their desired business outcomes and realize maximum value from our solutions
- Bachelor's degree in related discipline or equivalent experience
- 5+ years of experience in customer success, account management, business development, or other client-facing sales role
- Knowledge of customer success best practices and processes
- Experience promoting value through the customer experience
- Experience working with complex, multi-divisional, multi-geographical customers
- Ability to create structure in ambiguous situations and design effective processes and creatively solve problems
- Experience working with cross-functional teams
- Deep knowledge of the mortgage industry
- Exceptional ability to communicate and foster positive business relationships
- Ability to establish milestones and keep all team members on task; strong project management skills
- Self-driven and proactive
- Bias for action