As a sales analyst you will act as the point of contact for internal and external customer onboarding requests.
Work closely with stakeholders across the organization including Sales, Fulfillment teams, to name a few, in order to provide a comprehensive and seamless boarding experience.
What you’ll do
- Prioritize and coordinate execution of requests for a timely and accurate service delivery.
- Process boarding requests based on information provided in Master Service Agreements, Application for Service or 3rd party platforms.
- Track/follow up on status of each request, keep Customers/Partner informed of request status and respond to questions or inquiries.
- Provide post-sales support required to deliver products and services, including installation, delivery, and maintenance.
- Coordinate customer requirements with internal teams and ensure that customer is set up for organization to deliver agreed upon product or service..
- Perform quality control on processed requests.
- Process boarding requests in SalesForce based on information provided in Master Service Agreements, Application for Service, manuals or 3rd party platforms.
- Prioritize and coordinate execution of requests for a timely and accurate service delivery.
What experience you need to be eligible:
- 2 years of experience servicing B2B North American clients via email channels.
- English skills both oral and written (B2+).
- High School Diploma completed.
- Type 35+ words per minute.
- Proven experience in a backoffice, implementation, or technical account management role.
- Strong proficiency in data tools (Excel/Google Sheets) for reporting and trend analysis.
- Results-driven achiever with exemplary planning and organizational skills, along with a high degree of detail orientation.
- Experience with software and CRM systems (e.g., Salesforce, Google)
- Experience in Workforce Solutions or Human Capital Management (HCM) industries is a significant plus.
- Experience working with large datasets, dashboards, data dictionaries, layouts, data formats.
- Bachelor’s Degree (Business or Marketing majors are a plus).
- Experience in financial or credit reporting agency.
Primary Location:
CRI-HerediaFunction:
Function - Sales SupportSchedule:
Full timeEquifax Inc. Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Equifax Inc. and has not been reviewed or approved by Equifax Inc..
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Retirement Support — Savings programs include a 401(k) with company matching and, in some contexts, profit-sharing or pension components. These are described as solid parts of the total package.
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Parental & Family Support — Programs include paid parental leave for birth and non-birthing parents and adoption assistance. Company materials highlight these benefits as part of a family-supportive offering.
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Flexible Benefits — Multiple medical plan choices, dental and vision options, FSAs/HSAs, and voluntary supplemental coverages enable customization. The company publishes plan summaries and SPDs to help compare cost and coverage by location and tier.
Equifax Inc. Insights
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What We Do
At Equifax (NYSE: EFX), we believe knowledge drives progress. As a global data, analytics, and technology company, we play an essential role in the global economy by helping financial institutions, companies, employers, and government agencies make critical decisions with greater confidence. Our unique blend of differentiated data, analytics, and cloud technology drives insights to power decisions to move people forward. Headquartered in Atlanta and supported by nearly 15,000 employees worldwide, Equifax operates or has investments in 24 countries in North America, Central and South America, Europe, and the Asia Pacific region. For more information, visit Equifax.com.
