Remote Client Value Executive - Financial Services

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

Benefits offered by this job

Health benefits

401(k) and ESPP

Job summary

TransUnion is seeking a Client Value Executive for Financial Services, Contact Center Solutions. The role manages a strategic portfolio, grows revenue, and coordinates cross-functional teams to deliver value to clients in a remote-capable environment.

Ideal candidates have 5+ years in consultative sales/support, strong relationship-building, and proficiency with Salesforce and Microsoft Office. This position offers comprehensive benefits and remote flexibility for eligible applicants.

Qualifications

• 5+ years of experience selling or supporting consultative solutions in a technical, complex environment.
• Experience managing the full sales cycle from discovery to close and implementation.
• Proven ability to retain and grow a client portfolio with strong consultative account management and sales skills.
• Strong client relationships, negotiation, presentation, and project management abilities.

Responsibilities

• Manage and grow a strategic portfolio of Financial Services clients.
• Protect and retain existing revenue by understanding client priorities and delivering ongoing value.
• Identify growth opportunities within accounts and collaborate with Sales to expand relationships.
• Lead client engagement activities including Quarterly Business Reviews and thought leadership.
• Coordinate cross-functional teams to resolve client issues across service, billing, technology, and delivery.
• Maintain Salesforce documentation, renewal forecasting, and account planning.

Skills

Account management

Sales cycle

Consultative selling

Relationship building

Negotiation

Presentation skills

Project management

Cross-functional collaboration

Salesforce

Microsoft Office

Tools

Salesforce

Microsoft Office

Job description

TransUnion is seeking a Client Value Executive for Financial Services, Contact Center Solutions. The role manages a strategic portfolio, grows revenue, and coordinates cross-functional teams to deliver value to clients in a remote-capable environment.

Ideal candidates have 5+ years in consultative sales/support, strong relationship-building, and proficiency with Salesforce and Microsoft Office. This position offers comprehensive benefits and remote flexibility for eligible applicants.