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5 days ago
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Equifax·5 days ago
5 days ago

Senior Relationship Manager, Mortgage & Housing

Atlanta, United States of AmericaFull-timeRemoteSenior · 5-8 yearsAccount Manager

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Must-have skills for this role

  • relationship management
  • sales
  • marketing
  • business development

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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

What they're looking for

  • 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

Nice to have

  • 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

Summarised by NextRaise from the employer’s description, which follows in full below.

Full description from employer

Equifax is where you can power your possible. If you want to achieve your true potential, chart new paths, develop new skills, collaborate with bright minds,  and make a meaningful impact, we want to hear from you.

Equifax is looking for a Senior Relationship Manager in Mortgage & Housing.


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.

Are you ready to power your possible?  Apply today, and get started on a path toward an exciting new career at Equifax, where you can make a difference!

Primary Location:

USA-Georgia-Remote

USA Washington-DC (Reston VA)

Function:

Function - Sales and Account Management

Schedule:

Full time

Company

Equifax
Atlanta, United States of America

Company facts come from this company's own listings. We only show what the postings themselves carry.

Sourced from Equifax's careers site·first seen 17 Sept 2026·last verified 17 Sept 2026·How we source jobs

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