Strategic Account & Client Success Lead

TransUnion; Ciudad de México; Vor Ort; MXN 900.000 - 1.200.000; Vollzeit

Zusammenfassung

TransUnion is seeking an experienced Account Dev - Direct Sales professional to support strategic account management and drive commercial success. The role emphasizes cross-functional coordination with Sales, Operations, and client-facing teams to optimize processes and deliver automation-driven improvements.

Applicants should have a strong background in account management, client success, and project leadership within financial services, with advanced English proficiency.

Qualifikationen

• Bachelor’s degree in a related field or equivalent experience in account management or client success.
• 6+ years of experience in Account Management, Client Success, Sales Operations, or Project Management.
• Experience in financial services industry.
• Experience leading cross-functional projects and initiatives.
• Advanced English proficiency.

Aufgaben

• Support strategic account management activities and build strong relationships with key clients.
• Coordinate Sales Support activities to contribute to commercial objectives.
• Identify and execute opportunities to improve, standardize, and optimize commercial processes.
• Drive automation and digitalization initiatives to enhance operational efficiency.
• Coordinate internal resources to ensure fulfillment of client commitments.
• Support client retention, growth, and satisfaction initiatives.
• Lead and coordinate strategic projects related to commercial operations and client management.
• Manage project timelines, risks, dependencies, and communication with key stakeholders.
• Prepare tracking reports and updates on strategic initiatives and commercial performance.
• Foster collaboration across teams to ensure effective execution of projects and business objectives.

Kenntnisse

Account Management

Client Success

Sales Operations

Cross-functional collaboration

Data analytics

Ausbildung

Bachelor’s degree in Business Administration

Bachelor’s degree in Economics

Tools

Salesforce

Dynamics 365

Power BI

Power Automate

Jobbeschreibung

TransUnion is seeking an experienced Account Dev - Direct Sales professional to support strategic account management and drive commercial success. The role emphasizes cross-functional coordination with Sales, Operations, and client-facing teams to optimize processes and deliver automation-driven improvements.

Applicants should have a strong background in account management, client success, and project leadership within financial services, with advanced English proficiency.