Remote Financial Services Sales Executive - Trusted Advisor

TransUnion; Oregon; Hybrid; USD 76,000 - 126,000; Full time

Job summary

TransUnion is seeking a Client Executive for Financial Services Sales to act as a trusted advisor, understanding client needs and crafting strategies to drive retention, expansion, and long-term revenue growth. The role requires navigating large organizations, building executive relationships, and collaborating cross-functionally to deliver value.

This is a remote position with occasional in-person events at management's discretion.

Qualifications

• Minimum 5 years in financial services sales/BD.
• Major account experience in matrix organizations.
• Proven client engagement, prospecting, and deal-closing skills.
• Excellent communication and interpersonal abilities.
• Bachelor's degree or higher; business-focused preferred.

Responsibilities

• Manage relationships with assigned accounts; identify key decision makers, influencers, buyers and sponsors.
• Lead and coordinate resources for client-facing reviews and internal account planning sessions.
• Facilitate client-facing and internal sales meetings; ensure resource participation.
• Collaborate with Industry Executives and partners to drive adoption of new product opportunities.
• Own the account planning process; determine strategic initiatives and priorities for customers.
• Review usage gaps and expansion opportunities with Client Value Executives to support retention and expansion.

Skills

Sales experience

Account management

Relationship building

Communication skills

Negotiation

Education

Bachelor's degree or higher (business-related preferred)

Job description

TransUnion is seeking a Client Executive for Financial Services Sales to act as a trusted advisor, understanding client needs and crafting strategies to drive retention, expansion, and long-term revenue growth. The role requires navigating large organizations, building executive relationships, and collaborating cross-functionally to deliver value.

This is a remote position with occasional in-person events at management's discretion.