Client Executive - Financial Services Sales

TransUnion LLC; California; Remote; USD 76,000 - 126,000; Full time

Job summary

TransUnion LLC is seeking a Client Executive focused on Financial Services Sales to act as a trusted advisor for major FS clients. The role is remote with occasional in-person events, reporting to the Vice President of Sales, and aims to retain, expand, and grow revenue across large organizations.

You will lead account planning, coordinate resources for business reviews, drive adoption of new products, and advocate for customers, shaping strategies that align with client goals and TransUnion’s

Qualifications

• 5 years minimum selling, consulting and/or business development within the financial services industry.
• Major account experience in a matrix environment; navigate large organizations, identify buyers/influencers.
• Proven client engagement skills including prospecting, relationship-building, deal-making and negotiating.
• Bachelor's degree or higher; business-related preferred.

Responsibilities

• 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 the customer's advocate; understanding their business model and positioning to convert insights into engagements with TransUnion.
• Owning the account planning process, and determining strategic initiatives and priorities for customers.
• Reviewing usage gaps and expansion opportunities with Client Value Executives to support retention and expansion.

Skills

Financial services sales

Account management

Client engagement

Communication skills

Education

Bachelor's degree or higher

Job description

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Team Overview

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. Proven ability to navigate large organizations, build strong executive relationships, and collaborate across teams to deliver value and grow revenue. This role report 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.

Role Overview and 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

Required Knowledge and Experiences

• 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 that support every part of your life:

At TransUnion, we design benefits to help youfeel well, do well, and plan well-from day one.

For Your Health: Enjoy day-one eligibility for medical, dental, and vision coverage, plus supplemental plan options. Spousal, domestic partner, and other eligible dependent coverage is available on select plans. Choose taxadvantaged HSA and FSA accounts to make everyday care more affordable.

For Your Protection: We've got your back with company-paid basic life and AD&D, optional voluntary life and AD&D for you and your family, and short and longterm disability. You can also opt into a legal plan, pet insurance, and travel accident coverage.

For Your Family: From adoption assistance and fertility planning coverage to caregiver support, we're here for every chapter. Access Dependent Care FSA for possibility of an employer match, a complimentary Care@Work membership, and up to 12 weeks of paid parental leave with eligibility for a thoughtful, gradual return.

For Your Future: Build toward what's next with our 401(k) with employer match and Employee Stock Purchase Plan (ESPP). Tap financial wellness resources, career coaching, and optional longterm care insurance to plan confidently.

For You: Grow and recharge with tuition reimbursement, flexible time off for exempt employees or paid time off for nonexempt employees, up to 12 paid holidays per year, commuter benefits, employee discounts, charitable gift matching, and paid volunteer time off, plus corporate volunteer events that make it easy to give back.

For Your Wellness: Access 24/7 support including professional therapy, coaching, and emotional wellbeing programs alongside guided meditation and resources that support physical, mental, social, and financial wellness.

We are committed to being a place where diversity is not only present, it is embraced. As an equal opportunity employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, veteran status, genetic information, marital status, citizenship status, sexual orientation, gender identity or any other characteristic protected by law. Additionally, in accordance with Section 503 of the Rehabilitation Act of 1973 and the Vietnam Era Veterans' Readjustment Assistance Act of 1974, TransUnion takes affirmative action to employ and advance in employment qualified individuals with a disability and protected veterans in all levels of employment and develops annual affirmative action plans. Components of TransUnion's affirmative action program for individuals with disabilities and protected veterans are available for review to any associate or applicant for employment upon request by contacting [e-mail].

Qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable law, including the Los Angeles County Fair Chance Ordinance for Employers, the San Francisco Fair Chance Ordinance, Fair Chance Initiative for Hiring Ordinance, and the California Fair Chance Act.

TransUnion complies with all applicable immigration laws and regulations. The Company does not presently provide employer support or sponsorship for an immigration-related employment benefit for this position. Applicants must be authorized to work in the United States on a full-time basis without the need for employer support or sponsorship now or in the future.

Adherence to Company policies, sound judgment and trustworthiness, working safely, communicating respectfully, and safeguarding business operations, confidential and proprietary information, and the Company's reputation are also essential expectations of this position.

Pay Scale Information: The U.S. base salary range for this position is $75,750.00 - $126,250 annually. This position is eligible for both base pay and commission earnings. TransUnion commission targets are generally 20% - 50% of base salary and may vary based on position. *The salary range for this position reflects a reasonable estimate of the range of compensation for this job. At TransUnion, actual compensation is based on careful consideration of additional 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 the position and market considerations. Certain positions may be also eligible for long-term incentives and other payments based on applicable company guidance and plan documents.

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:

Client Exec Focus, Account Dev - Direct Sales

Company: TransUnion LLC