Client Executive - Financial Services Sales

TransUnion; United States; Remote; USD 120,000 - 170,000; Full time

Benefits offered by this job

Health benefits

401(k) with employer match

Paid time off

Job summary

TransUnion is seeking a Client Executive - Financial Services Sales to act as a trusted advisor to financial services clients, understanding their business needs and crafting strategies that drive retention, expansion, and long-term success. You will navigate large organizations, build executive relationships, and coordinate across teams to deliver value.

This remote role may require occasional in-person attendance at events.

Qualifications

• 5+ years selling, consulting and/or business development in financial services.
• Major account experience in a matrix environment with navigating large organizations and closing business in Financial Services.
• Proven client engagement skills including prospecting, relationship-building, deal-making and negotiating.

Responsibilities

• Manage the overall relationship with assigned accounts; identify key decision makers, influencers, buyers and sponsors.
• Lead and coordinate resources for client-facing business reviews and internal account planning sessions.
• Facilitate client-facing and internal sales meetings; ensure appropriate resource participation.
• Collaborate with Industry Executives and matrix partners to drive adoption of new product opportunities.
• Serve as customer advocate; understand business model and market position to drive engagements.
• Own the account planning process and determine strategic initiatives for customers.
• Review usage gaps and expansion opportunities with Client Value Executives to support retention and growth.

Skills

Client engagement

Relationship-building

Negotiation

Persuasive communication

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

• 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 tax‑advantaged 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‑long‑term 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 long‑term 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 well‑being 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 i