Client Value Exec - Financial Services (Remote)

TransUnion LLC

Illinois

Remote

USD 76,000 - 126,000

Full time

4 days ago
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Benefits offered by this job

Medical benefits
Dental benefits
Vision benefits
HSA/FSA options
Life and AD&D
Disability insurance
Parental leave
401(k) match
Stock plan
Tuition reimbursement
Paid holidays
Commuter benefits
Employee discounts
Volunteer time off

Job summary

TransUnion LLC in the United States invites you to join as the Client Value Executive - Financial Services, Contact Center Solutions. You will serve as the primary day-to-day client manager for a portfolio of Financial Services customers, protecting and expanding revenue through strategic advisory and cross-functional collaboration.

Reporting to the Sales Director, this remote role may require occasional in-person events.

Qualifications

  • 5+ years of experience selling or supporting consultative solutions in a technical, fast-paced environment.
  • Experience managing the full sales cycle from needs discovery to closing and implementation.
  • Proven track record of retaining and growing a client portfolio with consultative skills.
  • Strong client relationship, negotiation, presentation and project management skills.
  • Highly collaborative, curious and results-driven; Contact Center and data experience are a plus.
  • Proficient in Microsoft Office, 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 client priorities and delivering ongoing value.
  • Identify growth opportunities within existing accounts and expand relationships to drive incremental revenue.
  • Lead client engagement activities, including Quarterly Business Reviews 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 market awareness.

Skills

Consultative selling
Account management
Relationship building
Negotiation
Sales cycle management
Cross-functional collaboration
Salesforce
Microsoft Excel

Tools

Salesforce
Microsoft Excel

Job description

TransUnion LLC in the United States invites you to join as the Client Value Executive - Financial Services, Contact Center Solutions. You will serve as the primary day-to-day client manager for a portfolio of Financial Services customers, protecting and expanding revenue through strategic advisory and cross-functional collaboration.

Reporting to the Sales Director, this remote role may require occasional in-person events.

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