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Analytical Business Advisor – Analytics Sales Consultant, Fintech
Location
United States
Posted
122 days ago
Salary
$125K - $200K / year
Seniority
Lead
Job Description
Analytical Business Advisor – Analytics Sales Consultant, Fintech
Equifax
• Develop strong relationships with clients, evaluate strategies, and recommend profitability driving solutions • Enhance the client relationship, drive new programs/revenues, and position Equifax as a strategic advisor at assigned accounts • Proactively identify and design quantitative analyses to generate new sales opportunities and support ongoing sales initiatives • Maintain a thorough understanding of the prevailing economic environment and its key drivers • Collaborate with both the sales team and the rest of the Equifax organization to optimize the use of data and analytical assets • Act as a project leader for the development and delivery of analytical solutions such as quantitative analysis, model deployment and custom analytics • Cultivate key relationships and provide customer feedback to the account team
Job Requirements
- Bachelor's degree in a quantitative field of study or related discipline
- 7+ years of relevant experience in some or all of the following areas relating to data analysis: Credit risk and/or marketing analytics, as well as general credit file or credit account analytics
- Credit risk strategy development
- Systems analysis
- Statistical R&D
- Credit Union, banking, or other consumer lending
- 7+ years of experience with credit risk scoring, credit data, data attribution, and credit lifecycle management
- 7+ years of experience presenting analysis findings to internal stakeholders or clients
- 7+ years of experience synthesizing in-depth analyses that leverage data directly supplied from a Credit Bureau or other third party data provider into appropriately positioned and impactful customer facing presentations
Benefits
- comprehensive compensation and healthcare packages
- 401k matching
- paid time off
- organizational growth potential through our online learning platform with guided career tracks
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• Prospect, qualify, and close new business opportunities within assigned territory • Coordinate discovery calls, prep calls, dry runs, and power point presentations • Present business solutions at the executive level • Create price proposals, lead negotiations and overcome objections for deal closure • Manage multiple complex sales cycles simultaneously • Prepare accurate sales forecasts and sales cycle reporting via Microsoft Dynamics • Build key senior management level relationships throughout assigned territory • Travel within territory • Meet and exceed monthly, quarterly and annual revenue quotas
• You will be responsible for covering a list of assigned prospective accounts plus accounts FIS has relationships with already. • You will be responsible for effectively penetrating C-suite and management level contacts for the prospective accounts plus selling into the accounts assigned to you. • You will be responsible for qualifying leads by gathering information on a prospect’s existing infrastructure, business model, and third-party relationships. • You will be responsible for understanding the competitive landscape in the asset management market space and differentiating our products and services to generate leads and win business. • Responsible for leading the company’s efforts in sales calls, presentations, demonstrations, proof of concepts, assessing services and proposals related to our products. • Apply a consultative approach and ability to direct our resources in analyzing customers’ business and technology requirements and developing customized and bundled solutions to fit the needs of our clients. • Monitor and understand customer needs, market, and economic trends as well as business opportunities and threats to identify needs and opportunities in the market and drive revenue growth. • Partner with functional leaders (Product, Client Services, Marketing, Executive Management) to ensure full leverage of all available resources to drive value and secure top positions in the traditional asset management market.
What You’ll Do Drive New Healthcare Business: Identify, target, and close new enterprise healthcare customers seeking to modernize clinical workflows, patient engagement platforms, data analytics, and core systems using public cloud solutions. Executive & Clinical Selling: Build trusted relationships with C-suite executives, IT leaders, and clinical stakeholders, translating cloud capabilities into measurable healthcare outcomes. Consultative, Value-Based Sales: Lead discovery and advisory conversations that clearly articulate ROI, operational efficiency, scalability, security, and compliance value in healthcare environments. End-to-End Sales Ownership: Own the full sales cycle-from outbound prospecting and qualification through proposal development, negotiation, and close. A dynamic, fast-growing company that rewards top performers. Collaborative, innovative culture where sales leaders shape market direction. Access to continuous learning, certifications, and enablement programs. Competitive benefits including Medical, Dental, Vision, HSA, Life, 401K, unlimited vacation, stock options, and remote flexibility. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
What You’ll Do Drive Revenue Growth & Retention: Own renewals and upsells across your account portfolio. Identify whitespace, unlock new spend, and deepen relationships through commercial insights and stakeholder mapping. Lead Strategic Account Planning: Develop multi-year account plans aligned with customer goals, compliance needs, and modernization strategies. Collaborate cross-functionally to expand ClearDATA's footprint. Lead Complex Sales Cycles: Orchestrate multi-stakeholder evaluations and negotiations to close high-value renewals and expansions. Engage Executive Stakeholders: Build trusted relationships with CIOs, CISOs, and other execs. Lead value-focused conversations through QBRs, roadmaps, and executive briefings. Maximize Value Realization: Ensure customers realize the full impact of ClearDATA solutions. Partner with Customer Success, Solution Architects, Sales Ops, Product, Legal, and Finance to ensure efficient deal structuring, resolve blockers, and drive a smooth execution. Forecast with Discipline: Deliver accurate, data-driven forecasts using CRM best practices and MEDDPICC principles. Proactively manage renewal risk and identify whitespace and cross-sell opportunities. Manage a Healthy Pipeline: Maintain a disciplined, high-quality pipeline and use insights to improve conversion and velocity. Advocate for the Customer: Bring actionable field feedback to influence product, pricing, and service delivery. Represent ClearDATA in customer forums and industry events. Travel availability ~15-20% of the time What You’ll Need 5+ years of enterprise B2B technology in a quota-carrying account executive or account management role focused on existing customer growth. Experience managing multi-stakeholder enterprise accounts (preferably in healthcare, cloud, or cybersecurity). Skilled at working cross-functionally to advance strategic opportunities and deliver customer success through sales excellence. Expertise in running renewals, upsell motions, and expansion strategies. Strong presentation, influence, and executive communication skills. Ability to convey gravitas through virtual and in-person interactions. Experience using structured sales methodologies (e.g., MEDDPICC, Value Selling, etc., or similar preferred). High proficiency in Salesforce, forecasting, and pipeline management What Will Make You Stand Out Deep expertise in healthcare cloud transformation and familiarity with AWS, Azure, or Google Cloud Platform. Knowledge of HIPAA, HITRUST, and healthcare compliance frameworks. Experience leading multi-threaded enterprise sales cycles with public or private healthcare systems. Ability to articulate the business value of cloud, cybersecurity, and compliance in clinical and operational terms. Consistent record of quota overachievement and strong professional references from executive buyers. Why You’ll Like Working Here A dynamic, fast-growing company that rewards top performers. Collaborative, innovative culture where sales leaders shape market direction. Access to continuous learning, certifications, and enablement programs. Competitive benefits including Medical, Dental, Vision, HSA, Life, 401K, unlimited vacation, stock options, and remote flexibility. ClearDATA is an EEO/AA employer M/F Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.


