Sales Support Consultant, Mortgage & Housing (Finance)
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.
This position follows a hybrid work schedule requiring in-office presence Tuesday-Thursday at one of these two office locations: Midtown (One Atlantic Center) or Alpharetta.
What you will do
- 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
What experience you need
- 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.)
What could set you apart
- 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
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