Equifax

Sales Development Rep

• Execute deep-dive research and data mining on target financial institutions to identify high-value opportunities within assigned territories
• Spearhead multi-channel "touch" campaigns and follow up on digital leads (webcasts/eSeminars) to secure qualified appointments
• Maintain CRM integrity by managing lead lifecycles, meeting notes, and prospecting data within Salesforce
• Partner with Sales to develop precision target lists and synchronize calendars for optimized geographic outreach
• Act as a liaison between internal teams to refine lead qualification and improve feedback loops on lead outcomes
• Track and report on key business development metrics, linking prospecting activity directly to revenue generation
• Facilitate the RFP process and reference gathering while representing the brand at high-impact industry tradeshows and conferences

Sales Development Representative – Financial Institutions

Data Scientist

• Utilize combined knowledge of data structures, analytics, algorithms/models, and strong computer science fundamentals to independently prepare datasets, conduct analytics, and develop deployable solutions.
• Collect, analyze and interpret large data assets to define and build multiple innovative solution components leveraging business and technical expertise. Support the analytical strategy by understanding critical technical capabilities and suggesting opportunities.
• Drive the execution of projects with multiple deliverables, leveraging business and technical expertise.
• Work on high-complexity tasks in problems often within multiple business or analytical domains, collaborating with other teams to develop enhanced solutions.
• Communicate results to external stakeholders and mid level leadership, able to communicate business impact of work.
• Evaluate the technical work of peer and junior data scientists, guiding them on deliverable quality and accuracy.

Data Scientist – Analytics Capability

Technical Product Manager

• Provides inputs to the overall Market Opportunity Assessment (Stakeholdering) for the product capabilities managed; Identify customer capability needs by partnering with Business Product Managers and other internal stakeholders, reviewing intake mechanisms for internal requests
• Participates in the evaluation of competitive landscape, market trends and industry research to identify and articulate high-potential product capability opportunities
• Conduct market validation through review and testing of concepts with internal users and external customers (voice of customer, customer advisory)
• Provides inputs in product strategy and planning sessions
• Provides inputs to connect the execution KPIs with the strategic goals
• Understand and communicate the product vision and can connect the dots with the larger strategy of the product line and BU
• Provides inputs to determine the right delivery increments that balance commercial and technical goals and constraints
• Provides inputs in the process of identifying dependencies and synergies for the delivery plan and partners with teams to align timelines
• Provides inputs in the evaluation of delivery alternatives including build, buy and partner
• Supports development of business cases (articulating scope, approach, return on investment, capacity planning and delivery milestones of the plan) and define product roadmap used in planning sessions across the Product Delivery Value Stream
• Track attainment of objectives through Key Performance Indicators (KPIs)
• Provide Business/Technical requirements for product development, inclusive of functional and cross-functional requirements
• Able to answer questions and document answers regarding how specific requirements connect to the WHY of the solution
• Collaborate with delivery partners (Product Owners, technology, D&A and others) to identify and document the need for trade-offs
• Participates in the work with business product managers to align requirements with Legal & compliance and Operations to ensure compliance with applicable controls
• Collaborates with internal partners (ie Operations, Sales, Marketing) for delivery, including supporting documentation, demos and training
• Collect and process feedback from the different increment demos to adjust and evolve the product roadmap
• Continuously track upstream and downstream dependencies and synergies that will drive the success of the plan
• Monitor product adoption and use, and collect customer feedback
• Track, monitor and ensure effective performance of the product including attainment of revenue, unit cost and margin objectives
• Manage product offerings to ensure new capabilities meet customer/market needs
• Collect, analyze and interpret data to reach conclusions and/or present insights and findings to drive product lifecycle management decisions including enhancements and sunsetting

Account Executive

• Foster and maintain Customer/Partner trust
• Grow Customer/Partner Revenue across the full Equifax solution portfolio
• Orchestrate Equifax resources to deliver Customer value and satisfaction across the full Customer/Partner lifecycle
• Strengthen the business relationship by expanding the ways in which Customer/ Partner relies on Equifax as a trusted advisor
• Identify, develop, manage, and close Customer opportunities spanning all Equifax solutions
• Engage with Clients on a consultative basis to learn their business, anticipate needs, and position optimal solutions
• Define and execute sales strategies that drive profitable growth while delivering meaningful Customer value
• Develop strong working relationship with Client economic buyers, decision makers, and influencers
• Leverage Account, Solution, and Delivery Pre-Sales/Sales resources effectively and at appropriate times to move opportunities forward and to maintain Customer satisfaction
• Lead Account Strategy and Planning motions with cross-functional team to align Customer business imperatives with Equifax solutions
• Prepare and conduct periodic Customer business reviews
• Manage contracting and contract compliance
• Drive strong pipeline development and sales execution

Inside Sales Account Executive – Banking

Financial Planning and Analysis

• Lead the finance business partner function for our Government organization
• Deliver insightful financial analysis to enable tactical decisions
• Interact frequently with executive leaders to present financial insights
• Analyze spending trends, prepare reporting, and assist in strategic planning
• Prepare annual budgets reflecting market conditions and objectives
• Identify, recruit, and develop a high-performance team of finance professionals

VP, Finance – Government

Sales

• 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

Sales Support

Account Manager

• Own the post-sales relationship for a designated book of business, navigating HR technology complexities
• Proactively engage with key stakeholders to ensure 95%+ retention rates
• Develop relationships with clients by understanding client industry and business issues
• Maintain a deep understanding of Equifax solutions and client base
• Educate clients on business value of solutions and application of best practices
• Act as the internal "voice of the customer" and collaborate to resolve complex service issues

House Accounts Manager

Chief Marketing Officer

• Drive the growth of government solutions portfolio sold directly to federal, state, and local government agencies
• Develop and execute marketing strategies addressing selling data solutions to diverse personas within government
• Communicate value propositions to sales team and support efforts to sell solutions
• Develop and manage end-to-end marketing program plans across multiple channels
• Leverage market research to understand buyer personas and needs for campaigns
• Serve as project manager of marketing programs within the strategic marketing plan, utilizing technical expertise

Marketing Director – Government Solutions

• Manage Employer Services largest clients and book of business
• Develop the new business sales strategy for companies with over 100,000 employees
• Establish, maintain and lead key customer relationships; renewing all business
• Lead Equifax sales efforts for targeted account areas
• Work seamlessly across Equifax with his/her cross-functional team in order to smoothly engage and coordinate all functional areas as required
• Assess the client's needs and use appropriate Equifax expertise/solutions for profitable sales
• On behalf of the target account, develop business cases to support solution development

Account Director, Key Accounts

• Become a strategic partner to your clients by deeply understanding their business KPIs, market challenges, and key initiatives.
• Lead the account strategy by developing and executing a comprehensive plan that drives growth and retention for your portfolio.
• Quarterback the client relationship, serving as a primary point of contact and ensuring a seamless experience from onboarding to solution delivery and ongoing satisfaction.
• Drive revenue growth by identifying new opportunities and expanding existing relationships across different departments within client organizations.
• Collaborate with internal teams to share customer insights that help shape future product development and marketing strategies.
• Manage all aspects of the business relationship, including sales presentations, proposals, contract renewals, Quarterly Business Reviews and account forecasting to exceed revenue goals.
• Host and facilitate product trainings for customers to ensure they are getting the most out of our solutions.
• Act as a trusted advisor, providing recommendations and implementing improvements to optimize how clients use Equifax solutions.

Strategic Relationship Manager – Credit Unions

• optimize the customer experience and coordinate post-sales implementation
• collaborate with customers to ensure they are realizing expected value from Equifax solutions
• drive adoption and retention through customer success activities
• communicate the value of our data and solutions
• examine customer data utilization and identify gaps
• provide knowledge transfer through training on Equifax products and services
• identify growth opportunities and assist in upsell during renewal process
• assess customer health by monitoring solution usage
• troubleshoot technical issues for clients
• develop and deliver performance reports

Customer Success Manager – Mid-Tier Financial Institutions

• 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 and onboarding
• Assist sales with 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

Commercial Sales Support Consultant

Customer Success Manager

• Proactively manage the end-to-end customer lifecycle to drive adoption, maximize net retention, and secure renewals by optimizing the overall customer experience
• Serve as a trusted adviser to clients, developing tailored customer success plans and educating them on the long-term business value of Equifax solutions
• Serve as the primary "connecting thread" between clients and internal teams (Sales, Product, and COEs) to ensure seamless execution across the customer journey
• Track and maintain account health metrics, partnering with Account Executives to lead impactful Quarterly Business Reviews (QBRs) that demonstrate ROI
• Drive internal advocacy by utilizing the "Voice of the Customer" to resolve complex issues and influence product roadmaps to better meet client needs
• Support clients through the transition from acquisition to full-scale usage, ensuring they achieve their desired business outcomes and realize maximum value from our solutions

Customer Success Manager – Mortgage

Inside Sales

• 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

Inside Sales, Sales Support Consultant

• Serves as the industry and Commercial domain expert for solution sales within the designated portfolio
• Lead and collaborate on development of value proposition to include metrics and responsible for aligning go to market plan with marketing and the corresponding value to their organization (e.g., ROI)
• Partners with the account team to identify and advance new business and upsell/cross-sell or renewal opportunities within the assigned territory
• Earns trusted advisor status by both internal (Account Teams) and external (Customer) as a domain and industry expert
• Guides conversations with senior stakeholders and business leaders in their domain area, interpreting internal and external business challenges and recommending best practices/solutions to deliver business value and return on investment for the business through the use of EFX products, processes and services
• Leverages existing data products and distribution channels to deliver differentiated data-driven solutions/bundles that address the industry solution needs or articulates how a custom solution
• Translates detailed business requirements from the customer/partner to deploy solutions that solve client needs
• Partners with Account Executives and the account team on proposals, negotiations, and contracting processes demonstrating extensive expertise on Equifax’s unique value proposition, value levers and ROI
• Understands the competitive landscape (competitors, pricing strategies, go to market approach), how Equifax solutions compare in the market and be able to articulate and defend our unique value proposition
• Presents and validate use cases, demos and customer scenarios for which covered solutions are uniquely suited
• Gains deep and comprehensive perspective on industry challenges by networking with experienced industry peers and colleagues within own area of expertise
• Develops a strong perspective on the voice of the customer through consistent client interaction and feedback, acts as a conduit between customers and product teams, gathering feedback to inform product improvements, new features and roadmap planning