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Sales Support Specialist - Credit Unions

  • Atlanta, United States of America
  • Sales & Support
  • Full time
  • J00128357

The Sales Support Specialist - Credit Unions is a problem solver, providing point support to the account team from pre-sales through post-sales deployment, including sales information management, contracting, account set-up, onboarding, billing, and reporting.

As a Sales Support Specialist, you will:

  • Maximize selling time by providing support to the Account Team from pre-sales through post-sales deployment, including sales information management, contracting, account set-up, onboarding, billing, and reporting for complex, strategic accounts 

  • Connect with and coordinate internal resources to streamline contract-to-boarding processes, execute work orders and ensure filing of contracts with legal while also leading efforts to address past due invoices and customer service issues

  • Support inquiries and issue resolution around billing, pricing, contracts, reporting and research as well as review and monitor sales leads, and monitor tools needed to support the sales team, including client reporting and dashboards

  • Coordinate with customer success managers to support customer training initiatives and guide Sales in entering accurate forecasts in CRM tool, generate reports for forecast and weekly/monthly reports

  • Analyze sales performance records, interpret results and prepare presentation of results as needed for meetings with senior leaders and will partner with Incentive team to review quarterly compensation and sales data for accurate incentive payouts


  • Minimum of two years experience troubleshooting with a demonstrated ability to resolve issues by diagnosing problems, determining possible resolutions, and implementing effective solutions.

  • 3-5 years supporting sales teams, ideally in the credit union industry

  • Minimum of two years working with Salesforce

Successful Attributes of an Equifax Employee; does this describe you?

  • Accountability

  • Bravery

  • Curiosity

  • Collaboration

  • Think and act differently

  • Trust

  • Ownership

  • Decide-Execute-Ship

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

To speak to us about this role in more detail apply online.

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, and qualified applicants will receive consideration for employment without regard to race, color, religion, ancestry, age, sex/gender, sexual orientation, gender identity or expression, service in the Armed Forces, protected veteran status, national origin, physical or mental disability, genetic information, citizenship status or any other status protected by law.

For US Applicants

If you'd like more information on your EEO rights under the law, please view ourEEO Policy StatementEEO is the Law Declarations, and Nondiscrimination Provision
If you need a reasonable accommodation to assist with your job search or applicant for employment, please contact us by sending an email to In your email, please include a description of the specific accommodation you are requesting and a description of the position for which you are applying. 

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