Sales Support Consultant, Mortgage & Housing

Equifax Atlanta , GA 30301

Posted 3 weeks ago

Equifax is looking for a Sales Support Consultant to join our Mortgage Account Team. This is a problem solving role, providing point support to the Mortgage Account Team from pre-sales through post-sales deployment, including sales information management, contracting, account set-up, onboarding, billing, and reporting. This position follows a hybrid framework requiring in-office presence at our Midtown Atlanta, GA location.

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.)

  • 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 Client dashboards

  • Support efforts to address past due invoices and customer service issues, execute work orders

  • Coordinate with Customer Success Managers to support Customer training

  • 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 experience

  • Proven ability to manage and execute multiple tasks and/or projects successfully

What could set you apart

  • Prior Mortgage Industry experience

  • Tech or software, platform skills such as Gainsight, Salesforce or other similar CRM tools

  • Intellectually curious and insights driven

  • 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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