AEII (Tier 1 Banking AM)

TransUnion; México; Presencial; MXN 600.000 - 900.000; Jornada completa

Descripción de la vacante

TransUnion is seeking an Account Development professional in Mexico to drive revenue growth within the Financial Services portfolio. You will develop growth strategies, manage a robust pipeline, and build executive-level client relationships to expand our presence with banks, lenders, and fintechs.

You will collaborate with product, marketing, and SME teams to design tailored solutions and ensure successful outcomes.

Formación

• Bachelor's degree in Business Administration, Finance, Marketing, Economics, or related field; or equivalent experience.
• 3+ years of sales, account management, or business development in Financial Services.
• Experience with senior stakeholder relationships, including C-suite and executives.
• Knowledge of credit reporting, data analytics, or risk solutions helps position business value.

Responsabilidades

• Develop and execute account growth strategies to achieve revenue targets.
• Maintain active sales pipeline and accurate forecasting for visibility into revenue opportunities.
• Build and manage relationships with key client stakeholders, including executives and technical teams.
• Identify cross-sell and upsell opportunities by understanding client needs and challenges.
• Deliver presentations and recommendations communicating business value and outcomes.
• Collaborate with product, marketing, consulting, and SMEs to craft customized client solutions.
• Create strategic account plans to support retention, expansion, and long-term partnerships.
• Monitor industry trends, competition, and regulatory developments in financial services.
• Support contract negotiations and commercial discussions to drive revenue and client satisfaction.

Conocimientos

MS Office

CRM platforms

Forecasting tools

Data analysis

Educación

Bachelor's degree in Business Administration, Finance, Marketing, Economics, or related field

Herramientas

CRM platforms

Presentation tools

Virtual collaboration tools

Descripción del empleo

Descripción general del equipo

The Financial Services Sales team is responsible for driving revenue growth, deepening client relationships, and expanding TransUnion's presence within the financial sector. The team partners with banks, lenders, fintechs, and other financial institutions to help them achieve their business objectives through data-driven solutions, risk management capabilities, and market insights. This role reports to the Sales Leadership team within the Financial Services business.

Resumen del rol y responsabilidades clave

Role Overview and Core Responsibilities

Develop and execute account growth strategies to achieve assigned revenue and retention targets within the Financial Services portfolio. Maintain an active sales pipeline and provide accurate forecasting to ensure visibility into business performance and future revenue opportunities. Build, manage, and strengthen relationships with key client stakeholders, including executive-level decision makers and technical teams. Identify, qualify, and pursue cross-sell and upsell opportunities by understanding evolving client business needs and challenges. Deliver compelling presentations and solution recommendations that communicate business value and measurable outcomes. Utilize a consultative sales approach to uncover customer objectives, challenges, and growth opportunities. Collaborate with product, marketing, consulting, and subject matter experts to develop customized client solutions. Create and execute strategic account plans that support customer retention, business expansion, and long-term partnership development. Monitor industry trends, competitive activity, regulatory developments, and market dynamics within the financial sector. Support contract negotiations, proposal development, and commercial discussions that contribute to revenue growth and customer satisfaction.

Required Knowledge and Experiences

Bachelor's degree in Business Administration, Finance, Marketing, Economics, or a related field, or equivalent professional experience demonstrating strong commercial and client management capabilities. 3+ years of sales, account management, or business development experience within the Financial Services industry, with responsibility for achieving revenue goals. Experience managing and influencing relationships with senior stakeholders, including C-suite and executive-level decision makers. Understanding of financial services products, lending processes, risk management practices, or credit-related solutions to effectively position business value. Knowledge of the credit reporting, information services, data analytics, or risk solutions industry is preferred and will support faster onboarding and client engagement success.

Required Technical Skills

Microsoft Office Suite (Excel, PowerPoint, Word) for business analysis, presentations, forecasting, and client communications. Customer Relationship Management (CRM) platforms for opportunity tracking, pipeline management, and account planning. Sales forecasting and reporting tools used to monitor performance and revenue projections. Business presentation and virtual collaboration tools to support client engagement and stakeholder communication. Data interpretation and analysis skills to translate customer information into actionable business opportunities.

Conocimientos y experiencia requeridos

We’re Also Looking for the Preferred Skills Below. Whether You Are Proficient or Could Use Some Brushing Up, We’re Happy to Support Your Career Development and Growth In:

• Strategic Account Planning


• Account Management and Client Retention


• Prospecting and Business Development


• Consultative Selling Methodologies


• Negotiation and Influencing Skills


• Market Awareness and Industry Trend Analysis


• Project Management and Prioritization


• Executive Presence and Communication


• Leadership and Cross-Functional Collaboration


• Problem Solving and Decision Making


• #LI-SG4

Título de trabajo de TransUnion:AE II, Account Dev - Direct Sales

En TransUnion, fomentamos y estamos comprometidos con generar un impacto real y positivo, así como un sentido compartido de propósito a través de nuestra iniciativa Workforce for Good. Esta iniciativa empodera a nuestra gente para crecer, innovar y contribuir a un mejor futuro para nuestras comunidades y nuestros clientes. Trabajamos para construir un entorno en el que nuestros colaboradores tengan el control de su desarrollo profesional, contando al mismo tiempo con el apoyo necesario a lo largo del camino. Reconocemos que el éxito se alcanza cuando nuestros colaboradores prosperan tanto a nivel profesional como personal; por eso priorizamos la flexibilidad entre la vida laboral y personal, y ofrecemos recursos que permiten a nuestros equipos en todo el mundo colaborar y alcanzar la excelencia. Sé parte de nuestra Workforce for Good: trabajarás con personas extraordinarias, productos innovadores y tecnología de vanguardia.

TransUnion is a global information and insights company with over 12,000 associates operating in more than 30 countries. We make trust possible by ensuring each person is reliably represented in the marketplace. We do this with a Tru™ picture of each person: an actionable view of consumers, stewarded with care. Through our acquisitions and technology investments we have developed innovative solutions that extend beyond our strong foundation in core credit into areas such as marketing, fraud, risk and advanced analytics. As a result, consumers and businesses can transact with confidence and achieve great things. We call this Information for Good® — and it leads to economic opportunity, great experiences and personal empowerment for millions of people around the world.