Customer Success Manager – Credit & Consumer Finance SaaS (Remote)

Customer Success Manager – Credit & Consumer Finance SaaS (Remote) Reports to: Director of Client Advocacy Location: Remote (U.S.) Frisco, Texas preferred Industry: SaaS | Credit Reporting | Automotive & Consumer Finance Travel: Up to 20% (U.S. client visits) About Informativ Informativ LLC is a leading provider of credit report and compliance solutions for the automotive and consumer finance industries across the United States. Our secure, easy-to-use software platform streamlines and automates the consumer finance qualification process for an extensive network of software affiliate partners. With a strong emphasis on compliance, identity verification, and credit application workflows , Informativ helps lenders, dealers, and finance professionals operate faster, safer, and smarter. Learn more at www.informativ.com.

About the Role

We are hiring an experienced Customer Success Manager (CSM) to own and manage the credit side of our business . This is a high-impact, client-facing role for a strategic relationship builder who understands the credit reporting ecosystem and knows how to translate that expertise into measurable customer outcomes. As a CSM, you will be a trusted advisor, advocate, and primary point of contact for our credit-industry clients—driving product adoption, retention, and growth across a portfolio of accounts. ⚠️ Credit industry experience is required. Candidates without direct experience working with credit reports, credit bureaus, credit compliance, or consumer finance credit workflows will not be considered.

Key Responsibilities

• Own the Credit Book of Business:

Serve as the strategic owner of credit-side client relationships, ensuring clients realize full value from Informativ's credit and compliance solutions.

• Relationship Management:

Build and maintain executive-level relationships with key stakeholders across automotive dealerships, lenders, and consumer finance organizations.

• Product Adoption:

Drive engagement and utilization of Informativ's credit reporting, identity verification, and compliance products.

• Issue Resolution:

Partner cross-functionally with product, support, and compliance teams to resolve client concerns quickly and effectively.

• Customer Retention:

Monitor account health, mitigate churn risk, and execute renewal and retention strategies.

• Voice of the Customer:

Capture client feedback and partner with product, sales, and support to drive continuous improvement.

• Reporting & Analytics:

Deliver regular reporting to leadership on satisfaction, renewals, churn risk, and account health KPIs.

• Upsell & Cross-Sell:

Identify expansion opportunities and introduce additional credit, compliance, and finance solutions aligned with customer needs. What You Bring (Required Qualifications)

• 3–5 years

of experience in Customer Success, Account Management, or Client Advocacy , preferably at a SaaS vendor serving auto dealerships or consumer finance organizations .

• Minimum 3 years of direct credit industry experience is required

— credit reporting, credit bureau operations, credit compliance (FCRA, GLBA, Red Flags Rule), or consumer/automotive credit workflows.

• Proven success in

strategic account management and owning long-term client relationships.

• Strong

executive presence , presentation, and communication skills with the ability to influence, retain, and grow customers.

• Demonstrated track record of

upselling and cross-selling SaaS solutions.

• Proactive, solution-oriented mindset with the ability to manage multiple accounts and competing priorities.

Technical Proficiency Required:

• Salesforce (CRM)
• PowerPoint (advanced)
• Excel (intermediate)
• Nice to Have:

Power BI, Snowflake, or other data visualization/analytics tools.

• Analytical mindset with the ability to interpret customer data and turn insights into action.
• Willingness to travel up to

20% to U.S.-based customers. Why Join Informativ?

• Industry Leader:

Work with one of the most trusted names in credit and compliance SaaS for the automotive and consumer finance space.<