[Hiring] Client Executive - Financial Services Sales @TransUnion

Role Description

The Client Executive - Financial Services Sales will be a trusted advisor to financial services clients by understanding their business needs and creating strategies that drive retention, expansion, and long-term success. This role reports to the Vice President of Sales.

This is a remote position which may require occasional in-person attendance at work-related events at the discretion of management.

Core Responsibilities

• Responsibility for managing the overall relationship with assigned accounts; identifying key decision makers, influencers, buyers, and sponsors.
• Leading and coordinating resources for client-facing business reviews and internal account planning sessions.
• Facilitating both client-facing and internal sales meetings; ensuring appropriate resource participation.
• Collaborating with Industry Executives and matrix partners to drive adoption of new product opportunities.
• Serving as your customer's advocate; deeply understanding their business model and position within the market, and converting this knowledge into successful engagements with TransUnion.
• Owning the account planning process, and determining the most strategic initiatives and priorities for your customers.
• Reviewing usage gaps and expansion opportunities alongside our Client Value Executives in support of customer retention and expansion initiatives.

Qualifications

• 5 years (minimum) selling, consulting, and/or business development within the financial services industry.
• Major account experience in a matrix environment with expertise in navigating large complex organizations, identifying buyers, influencers, and closing business within Financial Services.
• Proven client engagement skills, including prospecting, relationship-building, deal-making, and negotiating and closing business.
• Exceptional communication skills and interpersonal skills. Articulate, persuasive, and engaging communication style. Ability to be extremely persistent in a pleasant and professional fashion.
• Bachelor's Degree or higher from an accredited college or university, business related preferred.

Benefits

• Enjoy day-one eligibility for medical, dental, and vision coverage, plus supplemental plan options.
• Company-paid basic life and AD&D, optional voluntary life and AD&D for you and your family, and short- and long-term disability.
• Adoption assistance and fertility planning coverage, caregiver support, and access to Dependent Care FSA.
• 401(k) with employer match and Employee Stock Purchase Plan (ESPP).
• Tuition reimbursement, flexible time off for exempt employees or paid time off for nonexempt employees, and up to 12 paid holidays per year.
• Access 24/7 support including professional therapy, coaching, and emotional well-being programs.

Company Description

At TransUnion, we encourage and are committed to creating a real, positive impact and shared sense of purpose within our Workforce for Good, which empowers our people to grow, innovate, and contribute to a better future for our communities and customers.

We strive to build an environment where our associates are in the driver’s seat of their professional development—while having access to help along the way.

We recognize that success comes when our associates thrive both professionally and personally; that’s why we prioritize work/life flexibility and offer resources for our teams across the globe to collaborate and drive excellence.