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.
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.
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.
CRI-Heredia
Function - Sales Support
Full time
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Equifax is a credit reporting and identity protection company that provides credit reports, credit scores, and monitoring services to both consumers and businesses. They help organizations and individuals manage credit information and protect against identity theft.
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