Equifax

Senior Relationship Manager, Mortgage & Housing

Equifax$152K — $180K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 10+ years of experience in Mortgage & Housing, ideally in sales or relationship management
  • Bachelor's degree; Master's preferred
  • Strong skills in relationship management and business development
  • Proficient in collaborating with teams to manage customer relationships
  • Excellent communication skills, both verbal and written

Responsibilities

  • Lead strategic partnerships with key Mortgage & Housing accounts
  • Drive growth and retention through a structured strategic plan
  • Understand customer KPIs and market challenges to inform strategy
  • Facilitate impactful sales presentations leveraging Equifax solutions
  • Manage customer relationships and ensure satisfaction throughout the onboarding process
  • Identify and implement improvements based on customer feedback
  • Coordinate territory strategy and account planning

Benefits

  • Comprehensive healthcare and compensation packages
  • 401k matching contributions
  • Paid time off to enhance work-life balance
  • Access to online learning and guided career development programs
  • Remote work flexibility offered
Full Job Description
What you'll do

  • Responsible for leading and driving the partnership, across Mortgage & Housing at the customer and across Equifax for the largest, most strategic and most complex accounts
  • Responsible for leading the innovation, development, and implementation the strategic plan with the customer that drives growth, retention, and proven ROI for the customer
  • Maintain close strategic partnerships across the customer organization, understanding customer KPI's and success metrics and business operations, market challenges and short-term initiatives
  • Lead and facilitate sales presentations and proposals to use Equifax solutions in a way that improves customer revenues, return on operations, reduces risk, and lowers expenses
  • Be seen as the key trusted partner through credibility, reliability, business intimacy and customer centricity
  • Lead partnership with sales resources - account team - to exceed revenue goals, leading coordination of EFX resources and SSEs to implement the operational plan
  • Manage existing business agreements and relationships, including the management and oversight of customer onboarding and solution delivery, fulfillment, use, and overall customer satisfaction
  • Identify, recommend, and implement improvements for using Equifax solutions, based on customers' feedback and through collaboration with internal Equifax partners
  • Lead the territory strategy and customer account planning
  • Grow existing business relationships by identifying process and operational improvements to solution delivery, customer use, and solution impact to customers' financial priorities
  • Conduct, moderate and facilitate product trainings for customers on current or prospective products the customer is using or evaluating
  • Collaborate on and manage inputs to the Equifax revenue forecasting and pipeline management processes, updating revenue opportunities according to company policy and practice
  • Lead the coordination of customer data and insight to internal Equifax product and executive teams to ensure improved product development, marketing, and sales Increase customer satisfaction through customer engagement and support


What experience you need
  • 10+ years of related Mortgage & Housing experience, preferably in sales, marketing or relationship management
  • Bachelor's degree, or equivalent work experience - masters preferred
  • Strong relationship management and business development/sales skills
  • Ability to work effectively with individuals and groups in managing customer relationships
  • Excellent presentation, verbal and written communication skills


What could set you apart
  • Communication: Excellent verbal and written communication skills
  • Organization: Exceptional organizational skills
  • Analytical skills: Ability to analyze data and market trends
  • Conflict resolution: Ability to manage conflicts effectively
  • Empathy: Ability to demonstrate empathy
  • Teamwork: Team-oriented individual
  • Leadership: Demonstrated leadership skills
  • IT skills: Efficient IT skills
  • CRM knowledge: Knowledge of customer relationship management (CRM)


Equifax is required by law to include a good-faith salary range for this role. This compensation range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to: skill sets; experience and training; and other business and organizational needs. At Equifax, it is not typical for an individual to be hired at or near the top of the range for their role. A reasonable estimate of the current base salary range is $152,000 to $180,000.00. This position is also eligible for our sales incentive compensation program at approximately 43%

#LI-JD1

#LI-Remote

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.

Primary Location:
USA-Georgia-Remote

USA Washington-DC (Reston VA)

Function:
Function - Sales and Account Management

Schedule:
Full time

About Equifax

Equifax Inc. is a data analytics and technology company that assists organizations and individuals in making informed business and personal decisions. Headquartered in Atlanta, Ga., Equifax operates or has investments in 24 countries in North America, Central and South America, Europe and the Asia Pacific region. It is a member of Standard & Poor's (S&P) 500® Index, and its common stock is traded on the New York Stock Exchange (NYSE) under the symbol EFX. Equifax employs approximately 11,000 employees worldwide.
Learn more about Equifax
Size
12,700 employees
Market Cap
$23.6 billion
Industry
Net Income
$520.1 million
Founded
1899
5 Year Trend
+9.4%
Revenue
$4.1 billion
NASDAQ

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