Client Success Specialist

4 weeks ago


Louisville, United States Equifax Full time

The Sales Support Specialist 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.

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

* Bachelor's degree


* 2+ years of sales support and/or customer service experience



What could set you apart

* Masters or advanced degree preferred


* Tech or software, platform skills


* 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



#LI-Hybrid

#LI-ES1



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