Remote Financial Services Account Executive

TransUnion; Sacramento (CA); À distance; USD 76 000 - 126 000; Plein temps

Avantages offerts par ce poste

Medical insurance

Dental insurance

Vision coverage

HSA/FSA options

401(k) with match

Employee stock purchase plan

Paid time off

Résumé du poste

TransUnion is seeking a Client Executive for Financial Services Sales to act as a trusted adviser, driving retention and expansion across assigned accounts. This role emphasizes navigating large organizations, building executive relationships, and coordinating cross-team resources to deliver value.

The position is remote with occasional in-person attendance at events, reporting to the VP of Sales. Requires 5+ years in financial services sales/consulting, and a bachelor’s degree or higher.

Qualifications

• 5 years (minimum) selling, consulting and/or business development within the financial services industry.
• Major account experience in a matrix environment with expertise in navigating large complex organizations, identifying buyers, influencers, and closing business within Financial Services.
• Proven client engagement skills, including prospecting, relationship-building, deal-making and negotiating and closing business.
• Bachelor's Degree or higher from an accredited college or university, business related preferred.

Responsabilités

• Manage the overall relationship with assigned accounts; identify key decision makers, influencers, buyers and sponsors.
• Lead and coordinate resources for client-facing business reviews and internal account planning sessions.
• Facilitate client-facing and internal sales meetings; ensure appropriate resource participation.
• Collaborate with Industry Executives and matrix partners to drive adoption of new product opportunities.
• Serve as your customer's advocate; understand their business model and position; convert into engagements with TransUnion.
• Own the account planning process and determine strategic initiatives and priorities for customers.
• Review usage gaps and expansion opportunities with Client Value Executives to support retention and expansion efforts.

Connaissances

Account management

Sales leadership

Business development

Client engagement

Negotiation

Communication

Formation

Bachelor's degree or higher

Description du poste

TransUnion is seeking a Client Executive for Financial Services Sales to act as a trusted adviser, driving retention and expansion across assigned accounts. This role emphasizes navigating large organizations, building executive relationships, and coordinating cross-team resources to deliver value.

The position is remote with occasional in-person attendance at events, reporting to the VP of Sales. Requires 5+ years in financial services sales/consulting, and a bachelor’s degree or higher.