Senior Relationship Manager, Mortgage & Housing

Equifax; Atlanta (GA); On-site; USD 152,000 - 180,000; Full time

Benefits offered by this job

Sales incentive program

Job summary

Equifax in Atlanta, GA is seeking a Senior Relationship Manager for Mortgage & Housing to lead strategic partnerships with major accounts, drive growth, and optimize ROI across the customer base.

You will manage onboarding, coordinate with internal teams, and shape the account strategy to exceed revenue goals. A 10+ year background in mortgage/housing, strong relationship and presentation skills are required.

Qualifications

• 10+ years of Mortgage & Housing experience in sales, marketing or relationship management.
• Bachelor's degree, or equivalent work experience; masters preferred.

Responsibilities

• Lead and drive the partnership across Mortgage & Housing with the largest, most strategic accounts.
• Develop and implement strategic plans with the customer to drive growth and ROI.
• Maintain close partnerships, understand KPIs, success metrics, and operations.
• Lead presentations and proposals to show how Equifax solutions improve revenues and reduce costs.
• Coordinate with account team and SSEs to exceed revenue goals and manage onboarding.

Skills

Relationship management

Sales skills

Communication

Presentation

Business development

CRM knowledge

Education

Bachelor's degree

Masters preferred

Tools

CRM

Job description

Equifax is looking for a Senior Relationship Manager in Mortgage & Housing.

What You'll Do

• Responsible for leading and driving the partnership, across Mortgage & Housing at the customer and across Equifax for the largest, most strategic and most complex accounts
• Responsible for leading the innovation, development, and implementation the strategic plan with the customer that drives growth, retention, and proven ROI for the customer
• Maintain close strategic partnerships across the customer organization, understanding customer KPI's and success metrics and business operations, market challenges and short-term initiatives
• Lead and facilitate sales presentations and proposals to use Equifax solutions in a way that improves customer revenues, return on operations, reduces risk, and lowers expenses
• Be seen as the key trusted partner through credibility, reliability, business intimacy and customer centricity
• Lead partnership with sales resources - account team - to exceed revenue goals, leading coordination of EFX resources and SSEs to implement the operational plan
• Manage existing business agreements and relationships, including the management and oversight of customer onboarding and solution delivery, fulfillment, use, and overall customer satisfaction
• Identify, recommend, and implement improvements for using Equifax solutions, based on customers' feedback and through collaboration with internal Equifax partners
• Lead the territory strategy and customer account planning
• Grow existing business relationships by identifying process and operational improvements to solution delivery, customer use, and solution impact to customers' financial priorities
• Conduct, moderate and facilitate product trainings for customers on current or prospective products the customer is using or evaluating
• Collaborate on and manage inputs to the Equifax revenue forecasting and pipeline management processes, updating revenue opportunities according to company policy and practice
• Lead the coordination of customer data and insight to internal Equifax product and executive teams to ensure improved product development, marketing, and sales Increase customer satisfaction through customer engagement and support

What Experience You Need

• 10+ years of related Mortgage & Housing experience, preferably in sales, marketing or relationship management
• Bachelor's degree, or equivalent work experience - masters preferred
• Strong relationship management and business development/sales skills
• Ability to work effectively with individuals and groups in managing customer relationships
• Excellent presentation, verbal and written communication skills

What Could Set You Apart

• Communication : Excellent verbal and written communication skills
• Organization : Exceptional organizational skills
• Analytical skills : Ability to analyze data and market trends
• Conflict resolution : Ability to manage conflicts effectively
• Empathy : Ability to demonstrate empathy
• Teamwork : Team-oriented individual
• Leadership : Demonstrated leadership skills
• IT skills : Efficient IT skills
• CRM knowledge : Knowledge of customer relationship management (CRM)

Equifax is required by law to include a good-faith salary range for this role. This compensation range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to: skill sets; experience and training; and other business and organizational needs. At Equifax, it is not typical for an individual to be hired at or near the top of the range for their role. A reasonable estimate of the current base salary range is $152,000 to $180,000.00. This position is also eligible for our sales incentive compensation program at approximately 43%.