Client Value Exec, Financial Services (Remote)

TransUnion LLC; Chicago (IL); Remote; USD 76,000 - 126,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

Life and AD&D insurance

Parental leave

401(k) with employer match

Commuter benefits

Job summary

TransUnion LLC is recruiting a Client Value Executive for Financial Services, Contact Center Solutions. You will manage a strategic client portfolio, protect revenue, and collaborate with Sales and cross-functional teams to unlock upsell opportunities.

The role emphasizes consultative relationships, renewal forecasting, and delivering ongoing client value with a focus on Contact Center solutions. This is a remote position with occasional in-person events as needed.

Qualifications

• 5+ years of experience selling or supporting consultative solutions in a technical, complex, and fast-paced environment.
• Experience managing the full sales cycle, from identifying client needs and developing value-driven solutions through closing and implementation.
• Proven track record of retaining and growing a client portfolio, with strong consultative account management and sales skills.
• Strong client relationship, negotiation, presentation, and project management skills, with the ability to communicate complex technical concepts effectively.
• Highly collaborative, curious, and results-driven, with the ability to bring internal teams together, solve client challenges, and drive innovative solutions; Contact Center and data experience are strong pluses.
• Proficient in the Microsoft suite, Salesforce, and financial, usage and reporting tools.

Responsibilities

• Manage and grow a strategic portfolio of Financial Services clients, building strong relationships and supporting day-to-day client needs.
• Protect and retain existing revenue by understanding each client’s business priorities, challenges, and opportunities to deliver ongoing value.
• Identify growth opportunities within existing accounts, partnering with Sales and internal account teams to expand relationships and drive incremental revenue.
• Lead client engagement activities, including Quarterly Business Reviews, ongoing education, and thought leadership around Contact Center solutions.
• Coordinate cross-functional internal teams to resolve client issues related to service, billing, technology, product, and delivery.
• Maintain strong account management practices through Salesforce documentation, renewal forecasting, account planning, and staying current on Financial Services trends, emerging technologies, and competitors.

Job description

TransUnion LLC is recruiting a Client Value Executive for Financial Services, Contact Center Solutions. You will manage a strategic client portfolio, protect revenue, and collaborate with Sales and cross-functional teams to unlock upsell opportunities.

The role emphasizes consultative relationships, renewal forecasting, and delivering ongoing client value with a focus on Contact Center solutions. This is a remote position with occasional in-person events as needed.