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Sales Support Consultant, Mortgage

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Equifax is where you can power your possible. If you want to achieve your true potential, chart new paths, develop new skills, collaborate with bright minds, and make a meaningful impact, we want to hear from you.

The Sales Support Specialist is a problem solver 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.)

  • 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 sales representatives 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, and ensuring 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 reports for forecast and weekly-monthly reports

  • Analyze sales performance records, interpret results

  • Review quarterly compensation for accurate payout


What experience you need

  • Minimum 2 years of sales support and/or customer service experience

  • Bachelor's degree or equivalent experience


What could set you apart

  • Prior Mortgage Industry experience

  • Tech or software, platform skills such as 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

We offer comprehensive compensation and healthcare packages, 401k matching, paid time off, and organizational growth potential through our online learning platform with guided career tracks.

Are you ready to power your possible? Apply today, and get started on a path toward an exciting new career at Equifax, where you can make a difference!

Who is Equifax? 

At Equifax, we believe knowledge drives progress. As a global data, analytics and technology company, we play an essential role in the global economy by helping employers, employees, financial institutions and government agencies make critical decisions with greater confidence. ​​​​​​​ 

We work to help create seamless and positive experiences during life’s pivotal moments: applying for jobs or a mortgage, financing an education or buying a car. Our impact is real and to accomplish our goals we focus on nurturing our people for career advancement and their learning and development, supporting our next generation of leaders, maintaining an inclusive and diverse work environment, and regularly engaging and recognizing our employees. Regardless of location or role, the individual and collective work of our employees makes a difference and we are looking for talented team players to join us as we help people live their financial best. 

Equifax is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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