Sales Support Analyst
Core
Ensure client retention through proactive support, manage onboarding, and analyze billing to support the sales team.
Role type
Sales Support Analyst
Builds
Client onboarding, billing analysis, and operational support for sales contracts
Domain
Financial services / Credit information
Deliverable
dashboards & analysis (via careerplan.io/jobs/J00178971-sales-support-analyst-at-equifax)
Required skills
Client onboarding, billing analysis, Salesforce, Google Workspace, Excel (intermediate/advanced), stakeholder coordination
Preferred skills
AI tools for productivity and process automation, CRM systems experience
Responsibilities
Manage client onboarding and product adoption, serve as primary support contact for assigned accounts, conduct client meetings to measure satisfaction, handle claims and inquiries, analyze account billing and portfolio behavior to prevent revenue leakage, optimize operational and commercial processes