Client Value Executive - Financial Services

TransUnion; Chicago, Northern (IL, KY); On-site; USD 63,000 - 105,000; Full time

Benefits offered by this job

Seguro médico, dental y visión desde 1

Vida y AD&D

Discapacidad

Plan 401(k) con match

ESPP

Tiempo libre pagado

Beneficios de transporte

Descuentos para empleados

Job summary

TransUnion busca un Ejecutivo de Valor al Cliente para Servicios Financieros. Rol de ventas y gestión de cuentas, enfocado en satisfacción y crecimiento de clientes, trabajando junto a Client Executives para impulsar adopción de productos y oportunidades de negocio.

La posición es remota con posibles asistencia presencial ocasional. Se valoran experiencia en servicios financieros, Salesforce y análisis de datos para demostrar impacto y valor a clientes.

Qualifications

• Licenciatura en negocios o campo relacionado (preferible).
• 2+ años de experiencia en ventas y gestión de cuentas. Desarrollar relaciones y ofrecer servicio de alto nivel a clientes.
• Fuerte visión de negocio, resolución de problemas y gestión de proyectos; capacidad de colaborar en organizaciones matrixadas.
• Antecedentes deseados en servicios financieros, Salesforce y análisis de datos para comunicar valor y impacto.

Responsibilities

• Colaborar con Client Executives para gestionar y hacer crecer las relaciones con clientes, manteniendo alta satisfacción y retención.
• Apoyar desarrollo comercial mediante colaboración con Industry Executives, equipos de producto y socios transversales para identificar oportunidades de venta.
• Impulsar adopción de productos e implementación, ser punto de contacto para resolver incidencias y mejorar uso.
• Ampliar ingresos mediante upsell y cross-sell, recoger feedback de clientes y mantener integridad de datos en Salesforce.
• Coordinar reportes y soporte de cuenta para entregar valor continuo.

Skills

Relaciones con clientes

Enfoque al cliente

Pensamiento estratégico

Gestión de proyectos

Colaboración interfuncional

visión comercial

Habilidades de comunicación

Education

Licenciatura en negocios o campo relacionado

Tools

Salesforce

Job description

Descripción general del equipo

The Client Value Executive - Financial Services role is a client-facing sales and account management role partners closely with Client Executives to drive client satisfaction, support product implementation, and identify opportunities for revenue growth through upsell and cross-sell initiatives. The position serves as a trusted advisor to Financial Services clients, leveraging strong business acumen, problem-solving skills, and cross-functional collaboration to maximize product adoption and deliver value. This role will report directly to the Sales Manager. This is a remote position which may require occasional in-person attendance at work-related events at the discretion of management.

Resumen del rol y responsabilidades clave

Partner with Client Executives to manage and grow client relationships, ensuring a high level of customer satisfaction and retention. Support business development efforts by collaborating with Industry Executives, product teams, and cross-functional partners to identify and advance sales opportunities. Drive product adoption and implementation, serving as a key point of contact for clients to resolve issues, address usage gaps, and deliver ongoing support. Expand revenue through upsell and cross-sell opportunities while capturing client feedback, maintaining Salesforce data integrity, and coordinating reporting and account support activities.

Conocimientos y experiencia requeridos

Bachelor’s degree in business or related field is preferred 2+ years of sales and account management experience, with a proven ability to build relationships and deliver exceptional service to business clients. Strong business acumen, problem-solving, and project management skills, with the ability to take ownership of deliverables and successfully resolve client and account issues. Experience collaborating across matrixed organizations, leveraging internal partnerships and resources to support customers and drive business outcomes. Preferred background in Financial Services, Salesforce, and data-driven insights, with the ability to effectively communicate TransUnion's value proposition and business impact.

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 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 $63,000.00 - $105,000 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 also be eligible for long‑term incentives and other payments based on applicable company guidance and plan documents. En TransUnion, fomentamos y estamos comprometidos con generar un impacto real y positivo, así como un sentido compartido de propósito a través de nuestra iniciativa Workforce for Good. Esta iniciativa empodera a nuestra gente para crecer, innovar y contribuir a un mejor futuro para nuestras comunidades y nuestros clientes. Trabajamos para construir un entorno en el que nuestros colaboradores tengan el control de su desarrollo profesional, contando al mismo tiempo con el apoyo necesario a lo largo del camino. Reconocemos que el éxito se alcanza cuando nuestros colaboradores prosperan tanto a nivel profesional como personal; por eso priorizamos la flexibilidad entre la vida laboral y personal, y ofrecemos recursos que permiten a nuestros equipos en todo el mundo colaborar y alcanzar la excelencia. Sé parte de nuestra Workforce for Good: trabajarás con personas extraordinarias, productos innovadores y tecnología de vanguardia.

TransUnion's Internal Job Title: CVE I, Account Dev - Direct Sales Company: TransUnion LLC

TransUnion is a global information and insights company with over 12,000 associates operating in more than 30 countries. We make trust possible by ensuring each person is reliably represented in the marketplace. We do this with a Tru™ picture of each person: an actionable view of consumers, stewarded with care. Through our acquisitions and technology investments we have developed innovative solutions that extend beyond our strong foundation in core credit into areas such as marketing, fraud, risk and advanced analytics. As a result, consumers and businesses can transact with confidence and achieve great things. We call this Information for Good® - and it leads to economic opportunity, great experiences and personal empowerment for millions of people around the world.