Sales Support Consultant, Mortgage & Housing

Equifax • Alpharetta, GA

7d • Hybrid

About The Position

Equifax is looking for a Sales Support Consultant to join our Mortgage team. This is a problem solving role, providing point support from pre-sales through post-sales deployment, including sales information management, contracting, account set-up, onboarding, billing, and reporting.

Requirements

• Minimum 3 years of sales support and/or customer service experience
• Bachelor's degree or equivalent related experience
• Tech or software, platform skills (Gainsight, Salesforce, etc.)

Nice To Haves

• Proven ability to manage and execute multiple tasks and/or projects successfully
• Intellectual curiosity and insights driven nature
• Delivers results and plays to win
• Drives excellent execution
• Has a sense of urgency, agility, and grit
• Leads with integrity, and be personally accountable
• Exceeds customers’ expectations every day
• Works together as one aligned global team (#OneEquifax)
• Takes initiative to develop yourself and help others grow
• Values diversity of experience and thought

Responsibilities

• Scale customer engagement of sales team
• Maximize sales resources’ selling time by taking on back-office tasks
• Connect with and coordinate internal resources to streamline contract-to-boarding processes
• Support issue resolution around billing and general customer service
• Assist with inquiries regarding billing, pricing, contracts, reporting and research
• Perform sales administrative tasks (revenue tracking, etc.)
• Review and monitor sales leads
• Proactively collaborate with clients to research, implement, and monitor programs that support applications and business goals to ensure a positive relationship
• Conduct research to communicate findings/solutions to assist the account team with maintaining and expanding strategic client base and revenue
• Maintain tools to support the sales teams
• Generate client reporting and dashboards
• Support efforts to address past due invoices and customer service issues, execute work orders, and ensure appropriate filing of contracts with legal
• Coordinate with Customer Success Managers to support customer training
• Guide sales in entering accurate forecasts in CRM tool, generate forecast reports and weekly-monthly reports
• Analyze sales performance records, interpret results and present

Benefits

• comprehensive compensation and healthcare packages
• 401k matching
• paid time off
• organizational growth potential through our online learning platform with guided career tracks

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree