Remote Client Value Executive - Financial Services

TransUnion; United States; Remote; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health insurance

401(k) with match

Paid time off

Employee discounts

Job summary

TransUnion is seeking a Client Value Executive for Financial Services, Contact Center Solutions. You will manage a strategic portfolio, build strong client relationships, protect and grow revenue, and coordinate cross-functional teams to deliver value.

This is a remote role with occasional in-person events; reports to the Sales Director and requires 5+ years in consultative selling of complex solutions. Proficiency with Salesforce and Microsoft tools is expected.

Qualifications

• 5+ years of consultative selling or solution support in a technical, fast-paced environment.
• Experience managing the full sales cycle from needs discovery to renewal and implementation.
• Proven ability to retain and grow client portfolios with strong consultative skills.
• Excellent communication, negotiation, and presentation abilities; capable of cross-functional collaboration.
• Contact Center and data experience are a plus; ability to articulate complex concepts clearly.

Responsibilities

• Manage and grow a strategic portfolio of Financial Services clients and support day-to-day needs.
• Protect and retain existing revenue by understanding client priorities and delivering ongoing value.
• Identify growth opportunities and partner with Sales to expand relationships and revenue.
• Lead client engagement activities, including quarterly business reviews and thought leadership.
• Coordinate cross-functional teams to resolve issues across service, billing, technology, product, and delivery.
• Maintain account management practices with Salesforce, renewal forecasting, and account planning.

Skills

Client relationships

Sales experience

Cross-functional collaboration

Negotiation

Project management

Education

Bachelor's degree

Tools

Salesforce

Microsoft Office

Financial reporting tools

Job description

TransUnion is seeking a Client Value Executive for Financial Services, Contact Center Solutions. You will manage a strategic portfolio, build strong client relationships, protect and grow revenue, and coordinate cross-functional teams to deliver value.

This is a remote role with occasional in-person events; reports to the Sales Director and requires 5+ years in consultative selling of complex solutions. Proficiency with Salesforce and Microsoft tools is expected.