Role Description The Sales Support Specialist is a problem solver providing point support to the Account Team from pre-sales through post-sales deployment, including sales information management, contracting, account set-up, onboarding, billing, and reporting. - Scale Customer Engagement of Sales Team - Maximize Sales resources’ selling time by taking on back-office tasks - Connect with and coordinate internal resources to streamline contract-to-boarding processes - Support issue resolution around billing and general customer service - Assist with inquiries regarding billing, pricing, contracts, reporting and research - Perform Sales administrative tasks (revenue tracking, etc.) - Review and monitor sales leads - Proactively collaborate with clients to research, implement, and monitor programs that support applications and business goals to ensure a positive relationship. - Conduct research to communicate findings/solutions to assist sales representatives with maintaining and expanding strategic client base and revenue. - Maintain tools to support the Sales teams - Generate Client reporting and Client dashboards - Support efforts to address past due invoices and customer service issues, execute work orders, and ensuring appropriate filing of contracts with legal - Coordinate with Customer Success Managers to support Customer training - Guide Sales in entering accurate forecasts in CRM tool, generate reports for forecast and weekly-monthly reports - Analyze sales performance records, interpret results - Review quarterly compensation for accurate payout Qualifications - Minimum of 2–5 years of experience in sales support or customer service, with a strong preference for candidates from the mortgage industry or related financial sectors (Risk, Credit, Data). - Bachelor’s degree or equivalent professional experience - Highly "tech-savvy" with the ability to navigate Salesforce and Tableau dashboards; must be proficient in Excel for manipulating, pulling, and presenting data to customers. Requirements - Masters or advanced degree preferred - Tech or software, platform skills - Intellectually curious and insights driven - Delivers results and plays to win - Drives excellent execution - Has a sense of urgency, agility, and grit - Leads with integrity, and be personally accountable - Exceeds customers’ expectations every day - Works together as one aligned global team (#OneEquifax) - Takes initiative to develop yourself and help others grow - Values diversity of experience and thought Benefits - Comprehensive compensation and healthcare packages - 401k matching - Paid time off - Organizational growth potential through our online learning platform with guided career tracks

For this U.S. based position, the expected compensation range is $98,000 - $147,000 per year, which includes base pay and short-term incentive. The compensation range for this full-time position applies to candidates located within the United States. Our salary ranges are determined by reviewing roles of similar responsibility and level. Within the salary range, individual pay is determined by several factors including performance, knowledge, job-related skills, experience, and relevant education or training. Schneider Electric also offers a comprehensive benefits package to support our employees, inclusive of medical (with member reward points), dental, vision, and basic life insurance, Benefit Bucks (credits to apply towards your benefits) flexible work arrangements, paid family leaves, 401(k) + match, well-being and recognition (including service anniversary) programs, 12 holidays per year, 20 days of paid time off per year (pro-rated in the first year of employment based on start date), opportunity to purchase company stock (eligibility depends on start date), and military leave benefits. You must submit an online application to be considered for the position. The Company will accept applications on an ongoing basis until the position is filled. If you believe this job posting is not compliant with applicable state pay transparency laws in the U.S., please notify the Company as soon as possible upon discovery by completing this form Job Posting Compliance Form. The HubSpot Administrator is responsible for optimizing the EV Connect HubSpot portal to support the Commercial line of business and its internal teams’ day-to- day operations. They are the subject-matter expert for the EV Connect HubSpot portal: responsible for managing day-to-day platform administration, improving system efficiency, and aligning EV Connect’s CRM operations HubSpot with Commercial business goals and initiatives. The ideal candidate balances operational rigor with business empathy, enabling frontline teams while protecting data integrity, automation principles, and long-term scalability. The key functions include, but are not limited to the following: - Own the administration, maintenance, and optimization of the EV Connect HubSpot portal. - Design, implement and refine pipelines and HubSpot-native automations to streamline business processes. - Design, implement and refine custom objects to support business use cases. - Build and manage sequences, forms, and lists that align with Commercial Marketing, Sales, and Client Experience initiatives. - Create and maintain dashboards and reports to support data-driven decision making across departments. - Implement and maintain integrations within the EV Connect HubSpot portal, ensuring data integrity and consistency. - Provide technical support and training to internal users and stakeholders. - Enforce CRM data standards, field definitions, and required inputs. - Conduct regular audits to ensure clean data and system performance. - Serve as an operational gatekeeper for CRM changes within the EV Connect HubSpot portal, ensuring modifications align with scalability and automation goals. - Partner with Residential/Home CRM leadership on data architecture alignment and cross-portal strategy. - Stay updated with HubSpot’s latest features and best practices to continuously improve our setup. - 4+ years of experience administering HubSpot platform - Strong understanding of B2B revenue processes and go-to-market workflows - Demonstrated ability to balance speed with governance - Process-driven mindset with attention to detail - Strong stakeholder management and communication skills - Bias toward automation and standardization Let us learn about you! Apply today. Looking to make an IMPACT with your career? When you are thinking about joining a new team, culture matters. At Schneider Electric, our values and behaviors are the foundation for creating a great culture to support business success. We believe that our IMPACT values – Inclusion, Mastery, Purpose, Action, Curiosity, Teamwork – starts with us. IMPACT is also your invitation to join Schneider Electric where you can contribute to turning sustainability ambition into actions, no matter what role you play. It is a call to connect your career with the ambition of achieving a more resilient, efficient, and sustainable world. We are looking for IMPACT Makers; exceptional people who turn sustainability ambitions into actions at the intersection of automation, electrification, and digitization. We celebrate IMPACT Makers and believe everyone has the potential to be one. Become an IMPACT Maker with Schneider Electric – apply today! €36 billion global revenue +13% organic growth 150 000+ employees in 100+ countries #1 on the Global 100 World’s most sustainable corporations You must submit an online application to be considered for any position with us. This position will be posted until filled. Schneider Electric aspires to be the most inclusive and caring company in the world, by providing equitable opportunities to everyone, everywhere, and ensuring all employees feel uniquely valued and safe to contribute their best. We mirror the diversity of the communities in which we operate, and ‘inclusion’ is one of our core values. We believe our differences make us stronger as a company and as individuals and we are committed to championing inclusivity in everything we do. At Schneider Electric, we uphold the highest standards of ethics and compliance, and we believe that trust is a foundational value. Our Trust Charter is our Code of Conduct and demonstrates our commitment to ethics, safety, sustainability, quality and cybersecurity, underpinning every aspect of our business and our willingness to behave and respond respectfully and in good faith to all our stakeholders. You can find out more about our Trust Charter here Schneider Electric is an Equal Opportunity Employer. It is our policy to provide equal employment and advancement opportunities in the areas of recruiting, hiring, training, transferring, and promoting all qualified individuals regardless of race, religion, color, gender, disability, national origin, ancestry, age, military status, sexual orientation, marital status, or any other legally protected characteristic or conduct.

• Prepare and manage customer quotes and orders in accordance with company policies and pricing structures. • Process complex customer orders including equipment, parts, and special-order requests. • Review and validate order details including pricing, configurations, payment information, and shipping requirements. • Identify and resolve order-related issues such as pricing discrepancies, contract deviations, and fulfillment delays. • Collaborate with internal teams to ensure accurate order entry and timely delivery. • Support industry trade shows and sales events. • Act as the operational point of contact for strategic and national accounts. • Coordinate cross-functional activities related to installations, training schedules, and system deliveries. • Track sales projects, backlog reporting, and high-value opportunities to ensure successful execution. • Provide professional and timely support to customers and sales representatives via phone and email in English and French. • Maintain proactive communication regarding order status, delivery timelines, and issue resolution. • Manage sales and service escalations with a customer-focused approach. • Act as a central point of contact between Sales, Finance, Purchasing, Operations, and Logistics. • Generate and analyze order and backlog reports. • Provide guidance and operational expertise to junior team members. • Support initiatives related to CRM and ERP systems to improve operational workflows.

Summary: We are seeking a Sales Operations Manager to support our sales organization. This role serves as a strategic advisor to sales leadership, driving operational efficiency, enabling data-driven decisions, and ensuring accurate forecasting and planning. The ideal candidate has a strong analytical background, excellent communication skills, and experience working in fast-paced SaaS environments. Responsibilities: Sales Forecasting & Pipeline Management - Own the forecasting process for assigned sales teams, ensuring accuracy and alignment with company goals. - Monitor pipeline health and provide insights on conversion rates, deal velocity, and risk factors. Revenue Planning & Analysis - Develop financial models to support quota setting, territory planning, and revenue projections. - Deliver scenario-based analysis to guide strategic decisions. AI Sales Operations Responsibilities - Leverage AI‑driven GTM tools (e.g., forecasting assistants, pipeline insight engines, and content‑automation platforms) to enhance sales productivity, improve data quality, and accelerate revenue operations. - Serve as champion for emerging AI‑enabled sales technologies, ensuring proper adoption, training, governance, and continuous enhancement of AI GTM tools. - Use AI‑based analytics and automation platforms to surface actionable insights, reduce manual data work, and streamline operational processes across the sales cycle. Reporting & Insights - Build and maintain dashboards and reports to track KPIs, trends, and performance metrics. - Translate complex data into actionable insights for sales leadership. Process Optimization & Enablement - Identify process gaps and implement best practices to improve efficiency and scalability. - Partner with cross-functional teams (Finance, Marketing, Customer Success) to align GTM strategies. Executive Communication - Prepare and present business reviews, forecasts, and recommendations to senior leadership for your supported teams. - Demonstrate strong executive presence and influence across the organization. Qualifications: - 3-5 years in Sales Operations, Revenue Operations, or related analytical roles within SaaS. - Proficiency in CRM systems (Salesforce preferred). - Strong skills in data visualization tools (Tableau, Power BI) and planning platforms (Anaplan or similar). - Advanced analytical and financial modeling capabilities. - Excellent communication and presentation skills. - Ability to manage multiple priorities in a fast-paced environment. - Bachelor's degree in Business, Finance, Economics, or related field