Sales Support Consultant, Mortgage & Housing

Equifax, Inc.; Alpharetta (GA); Hybrid; USD 52,000 - 70,000; Full time

Benefits offered by this job

Hybrid work model

Friday Flexibility

Job summary

Equifax, Inc. is seeking a Sales Support Consultant to join the Mortgage team. This role covers pre-sales through post-sales activities, including information management, contracting, onboarding, billing, and reporting.

The candidate will scale customer engagement, reduce back-office tasks for the sales team, and coordinate internal resources to streamline processes. Four days in-office (Mon–Thu) with Friday flexibility is offered.

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 sales team.
• Maximize sales resources’ selling time by taking on back-office tasks.
• Coordinate internal resources to streamline contract-to-boarding processes.
• Support billing, pricing, contracts, reporting and research inquiries.
• Perform sales administrative tasks (revenue tracking).
• Review and monitor sales leads.
• Generate client reporting and dashboards.
• Coordinate with Customer Success Managers to support customer training.
• Guide sales in Forecasting in CRM and generating forecast reports.

Skills

Sales support

Customer service

CRM systems

Education

Bachelor's degree or equivalent experience

Tools

Gainsight

Salesforce

Job description

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.

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
• We believe great things happen when teams connect. Our schedule is built around 4 days of high-impact, in-office collaboration (Monday–Thursday) , paired with Friday Flexibility to wrap up your week remotely.

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