Sales Support Consultant, Mortgage & Housing

Equifax • Alpharetta, GA

5d • Hybrid

About The Position

Equifax is looking for a Sales Support Consultant to join their Mortgage team. This role focuses on problem-solving and providing support from pre-sales through post-sales deployment. Key responsibilities include managing sales information, handling contracting, account setup, onboarding, billing, and reporting. The goal is to scale customer engagement, maximize sales team efficiency by managing back-office tasks, and streamline the contract-to-boarding process by coordinating internal resources. The role also involves supporting issue resolution for billing and general customer service, assisting with inquiries about billing, pricing, contracts, reporting, and research, and performing sales administrative tasks like revenue tracking. Additionally, the consultant will monitor sales leads, proactively collaborate with clients to implement and monitor programs, conduct research to support the account team, maintain sales support tools, generate client reports and dashboards, address past due invoices and customer service issues, execute work orders, ensure contract filing, coordinate with Customer Success Managers for customer training, guide sales in CRM forecasting, generate forecast and status reports, and analyze sales performance.

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