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Trust CRM

  • Hilliard, United States of America
  • Sales & Support
  • Full time
  • J00130899

Trust CRM

This position will be responsible for developing a strategic working relationship with the Trustees, Executive Director, the member agencies as well as the vendors that work to support and grow the Trust program while helping them to achieve their strategic goals. The position requires the ability to lead, persuade, and consult others. Primary responsibilities involve: consulting with four Trust Accounts regarding unemployment liability and savings opportunities, fostering customer loyalty through ongoing evaluation of client needs and EWS solutions, demonstrating value of services, and negotiating renewals. Assist Trust to retain and grow their membership. Ideal candidate has a strong professional presence, is tenacious, and ability to organize, manage time and multi-task. This position is client-facing and requires travel.

The Trust accounts currently utilizes the EWS UI services, EWS Learning Solutions and the pan product. These Trust accounts are nonprofit agencies that utilize the reimburse method of paying their UI expenses. The ability to travel 20% is required.

What You'll Do:

  • Assists with the development of strategic business plans for the Trust that meets their goals;

  • Analyzes monthly, quarterly and annual reports to demonstrate value and participate in client meetings; Provide the metrics in a format acceptable to the Executive Director and keep the Strategic website dashboard current as directed; Interface with the Trust, its membership, vendor partners and EWS staff to identify client needs, trouble shoot and facilitate solutions

  • Take the lead when confronting major claims issues to determine the solution that will best resolve the issue such as paying a claim or a portion there of to resolve a serious situation; Retention of the member and most importantly the Trust should be heavily considered during this process; Keep the Claims team, the charge unit and CDS up to date with frequent Trust member listings so they can assess information that may be missing from Pinnacle

  • Build a trusting and professional relationship with the Trustees, Executive Director, the Trust membership and the vendor partners;

  • Attend quarterly client meetings to present UI results on a year to date basis; Attend via phone weekly planning meetings with the Executive Director and the other service vendors to address agenda items provided by the Executive Director.

  • Provide monthly UI Tips to the agency key contacts and claims contacts;

  • Help agencies with special UI issues such as Seasonal employment, contractor /consultant vs. employee status and reasonable insurance; The TRUST CRM is to work with the EWS Trust dedicated claims team and to meet with them periodically during the year to provide them with an update on the client and to get their feedback on service issues; The key to the retention of this account is to be personable and professional while earning the trust and respect of the Executive Director, Trustees and the other vendor partners



  • 3+ years account management exposure, or sales experience

  • Bachelor’s degree, preferably in business or related field, or equivalent, relevant work experience

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.

If this sounds like somewhere you want to work, don’t delay, apply today - we’re looking for you!

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.

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

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