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Sales Engineer – Credit Unions
EquifaxSales Engineer at Equifax serving Credit Unions with data, analytics, and technology solutions. Collaborating with sales teams to demonstrate value and enhance member experiences.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in translating complex technical concepts into business value, with a strong focus on analytics and technical solutions tailored for the Financial Services sector. Builds and maintains trusted relationships with key stakeholders, leveraging deep knowledge of Credit Union operations and compliance standards.
Highest-signal resume keywords
Sales EngineeringSolutions ArchitectureTechnical ConsultingData AnalyticsCredit Union Operations
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data AnalyticsTechnical AnalysisRisk ManagementComplianceFraud PreventionDecisioning TechnologiesLending ProcessesCustomer Value SolutionsTechnical Concept TranslationSales Opportunity Identification
Soft Skills
Relationship BuildingAdvisory SkillsCommunicationCollaborationProblem Solving
Tools & Technologies
Credit ReportingIdentity ManagementAnalytics ToolsSales ToolsCustomer Relationship Management
Industry Keywords
Financial ServicesCredit UnionsBSA/AMLMember Experience Initiatives
About the role
Key responsibilities & impact- Act as a translator of new and existing customer’s analytics and technical environments and connect them to potential Equifax solutions
- Support sellers and account teams in identifying, proposing, and closing customer-value-driving solutions
- Build go-to relationships with key analytics and technology influencers and buyers within customer organization
- Foster strong working relationships with client technical and economic buyers
- Develop deep knowledge of business, analytics, and technical environment in which covered accounts operate
- Proactively identify and design data, analytics, and/or technical analyses to identify and qualify new sales opportunities
- Help Solution Specialists identify use cases and shape customer-relevant demos
- Establish key analytic and/or technical relationships on the client side and be viewed as a trusted adviser
Requirements
What you’ll need- Bachelor's degree in a related field or equivalent experience
- 7-10 years of experience in a sales engineer, solutions architecture, technical consulting, revenue carrying sales role, with a strong focus on Financial Services and/or Credit Unions highly preferred
- Understanding of Credit Union operations, lending processes, risk management, compliance (e.g., BSA/AML), and member experience initiatives
- Familiarity with data analytics, credit reporting, identity management, fraud prevention, and decisioning technologies
- Proven ability to understand complex technical concepts and translate them into business value for customers
- Ability/willingness to travel and be onsite with clients (~20%)
Benefits
Comp & perks- Comprehensive compensation and healthcare packages
- 401k matching
- Paid time off
- Organizational growth potential through our online learning platform with guided career tracks