Mortgage Sales Support Specialist | Billing & Onboarding

equifax; Alpharetta (GA); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Equifax is seeking a Sales Support Consultant to join our Mortgage team. This role provides point support from pre-sales through post-sales deployment, including billing, onboarding, reporting, and revenue tracking to keep the sales engine efficient.

You will scale customer engagement, coordinate internal resources, monitor leads, and generate dashboards while collaborating with Customer Success Managers. The work model features 4 days in the office (Mon-Thu) with Friday remote.

Qualifications

• 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.)

Responsibilities

• Scale customer engagement of the sales team.
• Take on back-office tasks to maximize selling time.
• Coordinate internal resources to streamline contract-to-boarding processes.
• Support billing and general customer service issue resolution.
• 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.
• 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

Skills

Sales support

Customer service

Multi-tasking

Forecasting

Education

Bachelor's degree or equivalent

Tools

Gainsight

Salesforce

Job description

Equifax is seeking a Sales Support Consultant to join our Mortgage team. This role provides point support from pre-sales through post-sales deployment, including billing, onboarding, reporting, and revenue tracking to keep the sales engine efficient.

You will scale customer engagement, coordinate internal resources, monitor leads, and generate dashboards while collaborating with Customer Success Managers. The work model features 4 days in the office (Mon-Thu) with Friday remote.