Synopsis of the Role: This role involves conducting detailed financial reviews and developing sales performance dashboards. Responsibilities include participating in customer Quarterly Business Reviews (QBRs), performing in-depth analyses of Large Strategic Accounts (LSA) and Designated Strategic Accounts (DSA), and contributing to Request for Proposals (RFPs) by providing content and commentary. You will develop and produce the organization's sales reports, covering pipeline, gains, losses, and reviews. You'll also interpret financial reports and sales pipelines across business lines and maintain strong corporate relations with each Line of Business (LOB), Consulting, and Delivery team. As a subject matter expert, you will support sales managers through all phases of the sales cycle, including sales team dashboard and assessment, pipeline management, proposals, internal customer analysis, segment analysis, presentations, as well as client support and relationship management analysis. Collaboration with the Canadian Leadership Team may also be required. What You'll do Analyze Year-to-Date (YTD) billings by customer, sales pipeline values by sales team, client power map plans, wins, and losses. Generate forecasts and analyze sales trends by team and collaborate with finance and other business units. Prepare standardized sales reports and recommendations for Sales management. Develop financial models of "what if" scenarios for future business planning decisions across areas such as Fraud, Consumer, Commercial, and Partnership through business analysis and tracking of key business drivers and initiatives. Validate and track sales campaign progress, efficiency, and reporting. Work with Sales Management, Sales Planning, Sales Consulting, Sales Operations, Information Technology (IT), and other business areas to foster sales excellence through metrics management, sales results analysis, customer segmentation, and targeting. Prepare and analyze sales forecasts, results reports, and presentations, including variance analysis against budget forecasts. What experience you need 2-3 years Salesforce experience Ability to create dashboards and reports Ability to create presentations Background using Excel Ability to learn our new billing system Excellent presentation skills Strong communication skills Strong experience with financial systems and forecasting What could set you apart Experience in Sales Support and Forecasting Salesforce certification Primary Location: CAN-Toronto-5700 Yonge Function: Function - Finance Schedule: Full time At Equifax, we believe knowledge drives progress. As a global data, analytics and technology company, we play an essential role in the global economy by helping employers, employees, financial institutions and government agencies make critical decisions with greater confidence. We work to help create seamless and positive experiences during life’s pivotal moments: applying for jobs or a mortgage, financing an education or buying a car. Our impact is real and to accomplish our goals we focus on nurturing our people for career advancement and their learning and development, supporting our next generation of leaders, maintaining an inclusive and diverse work environment, and regularly engaging and recognizing our employees. Regardless of location or role, the individual and collective work of our employees makes a difference and we are looking for talented team players to join us as we help people live their financial best. Equifax is an Equal Opportunity employer, and qualified applicants will receive consideration for employment without regard to race, color, religion, ancestry, age, sex/gender, sexual orientation, gender identity or expression, service in the Armed Forces, protected veteran status, national origin, physical or mental disability, genetic information, citizenship status or any other status protected by law. For US Applicants If you'd like more information on your EEO rights under the law, please view our EEO is the Law Declarations, and Nondiscrimination Provision. If you need a reasonable accommodation to assist with your job search or applicant for employment, please contact us by sending an email to GTA@equifax.com. In your email, please include a description of the specific accommodation you are requesting and a description of the position for which you are applying. Equifax participates in E-Verify and Right to Work (English and Spanish).
