CRM Associate managing CRM operations and analytics to support Hayfin Capital Management's Private Credit team. Collaborating with investment and data technology teams to optimize internal processes.
About the role
- Client Success Consultant within Global Fraud Solutions team at TransUnion. Ensuring customer satisfaction and maximizing value from our fraud solutions post-sale while managing key relationships.
Responsibilities
- Own and nurture customer relationships post-sale, ensuring satisfaction and long-term success
- In conjunction with sales account management, ensure a cohesive client relationship that facilitates continued satisfaction and increased use of TransUnion fraud solutions
- Develop and execute comprehensive Customer Success Plans tailored to individual customer needs
- Organize and lead customer Quarterly or Monthly Business Reviews to demonstrate the value delivered to customers, in partnership with Sales leaders
- Collaborate with Sales teams to ensure a seamless hand-off from pre-sales to post-sales
- Share best practices, industry insights, and analytics to inform client use
- Work closely with the Data Science team to mine our performance information and spot emerging threats in the market
- Work with Product teams to provide feedback on roadmap requirements and telemetry needs
- Partner with Operations, Data Science, and Technology teams to streamline implementations and resolve technical issues
- Develop and maintain strong relationships with customers to encourage loyalty and retention
- Identify and qualify expansion opportunities, generating leads for upsell and cross-sell initiatives
- Advocate for customers by addressing their concerns and ensuring their voices are heard across the organization as needed
- Engage with the user community to foster relationships and gather feedback/voice of customer for continuous product and service improvement
Requirements
- 7+ years of relevant experience required
- Minimum Bachelor’s degree in Business, Marketing, Engineering, or Data Science or related field is preferred
- Previous experience in fraud management/operations, software sales/customer success/or customer service, account management, consulting, and/or related fields is preferred
- Strong organizational abilities to manage multiple accounts and prioritize tasks effectively
- A Fraud subject-matter expert; experience in fraud management/operations is a strong plus
- Experience with Salesforce and other customer success platforms a plus
Benefits
- flexible time off for exempt associates
- paid time off for non-exempt associates
- up to 12 paid holidays per year
- health benefits (including medical, dental, and vision plan options and health spending accounts)
- mental health support
- disability benefits
- up to 12 weeks of paid parental leave
- adoption assistance
- fertility planning coverage
- legal benefits
- long-term care insurance
- commuter benefits
- tuition reimbursement
- charity gift matching
- employee stock purchase plan
- 401(k) retirement savings with employer match
- access to TransUnion’s Employee Resource Groups
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