Remote Client Value Executive – Financial Services

TransUnion LLC; Oregon; Hybride; USD 76 000 - 126 000; Plein temps

Avantages offerts par ce poste

Health coverage from day one

401(k) with employer match

Employee Stock Purchase Plan (ESPP)

Tuition reimbursement

Commuter benefits

Paid holidays and volunteer time off

Résumé du poste

TransUnion is seeking a Client Value Executive for Financial Services and Contact Center Solutions. This remote role focuses on managing a strategic client portfolio, protecting revenue, and driving incremental value through cross‑sell opportunities.

You will collaborate with Sales and internal teams to deliver ongoing client value, lead Quarterly Business Reviews, and expand relationships within existing accounts while leveraging data and reporting tools.

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.

Responsabilités

• 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.

Connaissances

Consultative selling

Account management

Sales cycle management

Client relationships

Presentation skills

Cross-functional collaboration

Salesforce

Microsoft Office

Outils

Salesforce

MS Office

Description du poste

TransUnion is seeking a Client Value Executive for Financial Services and Contact Center Solutions. This remote role focuses on managing a strategic client portfolio, protecting revenue, and driving incremental value through cross‑sell opportunities.

You will collaborate with Sales and internal teams to deliver ongoing client value, lead Quarterly Business Reviews, and expand relationships within existing accounts while leveraging data and reporting tools.