Senior Relationship Manager, Mortgage & Housing

🕒 September 16

🤠 Texas – Remote

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💵 $152k - $180k / year

⏰ Full Time

🟠 Senior

💰 Account Manager

🦅 H1B Visa Sponsor

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Logo of Equifax

Equifax

10,000+ employees

💸 Finance

💳 Fintech

🔒 Cybersecurity

💰 $1M Post-IPO Equity on 2009-09

Finance • Fintech • Cybersecurity

Equifax is a global data, analytics, and technology company that plays a crucial role in the economy by providing risk modeling, credit reporting, identity protection, and other services to financial institutions, employers, and government entities. With a headquarters in Atlanta and nearly 15,000 employees worldwide, Equifax operates in 24 countries and leverages a unique combination of differentiated data, analytics, cloud technology, and artificial intelligence to empower critical decision-making for its clients.

📋 Description

• Lead and drive strategic partnerships across Mortgage & Housing for the largest, most strategic, and complex accounts • Lead innovation, development, and implementation of strategic customer plans driving growth, retention, and ROI • Maintain strategic partnerships across customer organizations and understand KPIs, success metrics, operations, market challenges, and initiatives • Lead and facilitate sales presentations and proposals using Equifax solutions to improve revenue, return on operations, risk, and expenses • Serve as a trusted customer partner through credibility, reliability, business intimacy, and customer centricity • Lead sales-resource partnerships and coordinate Equifax resources and SSEs to implement operational plans • Manage business agreements, customer onboarding, solution delivery, fulfillment, product use, and customer satisfaction • Identify, recommend, and implement improvements to Equifax solution usage based on customer feedback and internal collaboration • Lead territory strategy and customer account planning • Grow existing business relationships by identifying process and operational improvements • Conduct, moderate, and facilitate customer product training • Manage inputs to revenue forecasting and pipeline management, updating opportunities according to company policy • Coordinate customer data and insights with internal product and executive teams to improve product development, marketing, and sales • Increase customer satisfaction through customer engagement and support

🎯 Requirements

• 10+ years of related Mortgage & Housing experience, preferably in sales, marketing or relationship management • Bachelor's degree, or equivalent work experience • Master's degree 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 • Excellent verbal and written communication skills • Exceptional organizational skills • Ability to analyze data and market trends • Ability to manage conflicts effectively • Ability to demonstrate empathy • Team-oriented individual • Demonstrated leadership skills • Efficient IT skills • Knowledge of customer relationship management (CRM)

🏖️ Benefits

• Sales incentive compensation program at approximately 43% • Comprehensive compensation and healthcare packages • 401k matching • Paid time off • Organizational growth potential through online learning platform with guided career tracks

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