Client Executive, Fintech

Tech Sales Jobs; Burlington; Remote; CAD 81,000 - 112,000; Full time

Benefits offered by this job

Accommodation available

Job summary

TransUnion is seeking a Client Executive to grow and manage senior FinTech client relationships. The role emphasizes outbound sales, strategic account planning, and cross-functional collaboration to deliver solutions for financial services clients.

You will work remotely with occasional in-person events, engage with key stakeholders, and help drive revenue growth across a portfolio of FinTech accounts.

Qualifications

• Strong communication, presentation, and organizational skills.
• Bachelor's Degree in Business, Commerce, Finance, Marketing, or a related field.
• Requires 5+ years of sales or account management experience in the credit reporting industry or related sector.
• Ability to create and execute a sales plan to gain market share and increase penetration.
• Experience managing strategic client relationships and coordinating cross-functional initiatives.

Responsibilities

• Manage relationships with strategic FinTech clients as the main point of contact.
• Defend and grow revenue with day-to-day sales for assigned clients.
• Develop strong client stakeholder relationships to support retention and growth.
• Plan accounts and defend relationships through effective management of allocated accounts.
• Coordinate client initiatives including renewals, implementations, service enhancements, and issue resolution.
• Partner with cross-functional teams to address client needs and deliver solutions.
• Prepare and participate in client meetings, reviews, and strategic discussions.

Skills

Communication

Presentation

Organization

Salesforce

Education

Bachelor's Degree in Business/Finance/Marketing

Tools

Salesforce

MS Office

Job description

Client Executive, Fintech

Location: Burlington, Canada

Time Type: Full time

Job Description

TransUnion's Job Applicant Privacy Notice

Team Overview

We are seeking a Client Executive with exceptional sales and relationship skills to be part of our exciting journey! This position allows for mentorship and career growth opportunities.This is a remote position which may require occasional in-person attendance at work-related events at the discretion of management.

Role Overview And Core Responsibilities

This Client Executive will act as a key client executive and partner within the FinTech sales team and will be responsible for supporting customer engagement and growth in the FinTech industry. The Client Executive will have the opportunity to work closely with key FinTech clients and internal partners to help manage and grow TransUnion’s business in the FinTech industry.

Key Responsibilities

• Manage relationships with strategic FinTech clients, serving as a key point of contact for day-to-day engagement and account support.
• Responsible for day-to-day sales to an assigned group of clients to defend and grow revenue. In addition, works with a senior sales executive on a select group of accounts with high growth potential to win net-new revenue opportunities and significantly grow the business.
• Develop and maintain strong relationships with client stakeholders to support retention, satisfaction, and long-term growth.
• Plan accounts and defend existing relationships through the effective day-to-day management of allocated accounts.
• Support account planning activities and help identify opportunities to expand product adoption and deepen client partnerships.
• Coordinate client initiatives, including renewals, implementations, service enhancements, and issue resolution.
• Partner with cross-functional teams including product, legal, operations, analytics, and technology to address client needs and deliver solutions.
• Prepare and participate in client meetings, business reviews, and strategic discussions with customer stakeholders.
• Demonstrated proficiency in outbound virtual sales; full knowledge of the product line and its applications; and experience with strategic account planning.
• Manage multiple client priorities simultaneously, ensuring timely follow-up, execution of commitments, and effective communication.
• Maintain knowledge of industry trends, market dynamics, and regulatory developments impacting the financial services sector.
• Implement an account review process that ensures the continuous development of opportunities for the sales pipeline, the closing of new business, and the renewal of existing business.
• Comply with relevant sales processes such as Salesforce.com.
• Monitor the effectiveness of sales and after-sales efforts in the context of business plans and strategies, and recommend improvements to processes and approaches where indicated.
• Own internal administrative tasks related to opportunity management, reporting, product/service setup and delivery, CRM/Service Desk tickets, etc.
• Deliver client communications, presentations, and stakeholder engagement activities.
• Perform other duties as required.

Required Knowledge And Experiences

• Strong communication, presentation, and organizational skills.
• Bachelor's Degree in Business, Commerce, Finance, Marketing, or a related field.
• Requires 5+ years of sales or account management experience in the credit reporting industry or a related industry, plus in-depth experience in banking, insurance, retail credit, or the consumer credit reporting industry.
• Ability to effectively create and execute a sales plan to gain market share and increase market penetration. Must be proficient with Microsoft applications.
• Experience managing strategic client relationships and coordinating cross-functional initiatives.
• Superior organizational skills with the ability to handle concurrent projects.
• Ability to communicate with both technical and non-technical customers.
• Must be able to work effectively in a team environment.
• Possesses in-depth knowledge of TransUnion core solutions, including those supported by other BUs (i.e., True Credit and batch).
• Knowledge of the financial services industry, including FinTech, banking and lending.
• Ability to act with professionalism, discretion, and sound judgment.
• Demonstrated ability to manage multiple priorities, build client relationships, and resolve issues effectively.

The expected pay range for this position is $81,000 - $111,500 annually. The payinformation provided for this position reflects a reasonable estimate of the range of expectedcompensation for this job. At TransUnion, actual compensation is based on careful consideration ofmany factors such as (but not limited to) an individual’s education, training, work experience, job related skill set, location, and industry knowledge, as well as the scope and responsibilities of theposition and market considerations. In addition, variable compensation is based on applicable companyguidance and plan documents as well as performance.

This job posting is for an existing vacancy. The opening is to backfill a previously held position.

Accommodation is available, including for applicants with disabilities, in accordance with applicable laws.

TransUnion Overview:

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.

Be a part of our Workforce for Good – you’ll work with great people, pioneering products and cutting-edge technology.

TransUnion's Internal Job Title:

AE II, Account Dev - Direct Sales