Remote Strategic Financial Services Client Exec

TransUnion LLC; United States; Remote; USD 76,000 - 126,000; Full time

Benefits offered by this job

Health, dental and vision coverage

HSA/FSA options

Life and AD&D insurance

Disability insurance

401(k) with employer match

Employee Stock Purchase Plan (ESPP)

Tuition reimbursement

Paid time off/holidays

Job summary

TransUnion LLC is seeking a Client Executive for Financial Services Sales. This remote role requires coordinating cross‑functional teams to strengthen client relationships, drive retention, expansion, and revenue growth across assigned financial services accounts.

You will lead executive discussions, align resources, and advocate for customers while navigating large organizations to close strategic deals. A strong background in financial services and a bachelor’s degree are required.

Qualifications

• Minimum 5 years of selling, consulting, and/or business development in financial services.
• Experience navigating large, matrix organizations and closing deals in financial services.
• Proven client engagement skills including prospecting, relationship-building, and negotiation.
• Exceptional communication and interpersonal skills; persuasive, persistent, professional.
• Bachelor’s degree or higher from an accredited college or university, business related preferred.

Responsibilities

• Manage overall relationship with assigned accounts; identify key decision makers and sponsors.
• Lead and coordinate resources for client-facing business reviews and internal account planning sessions.
• Facilitate client-facing and internal sales meetings; ensure resource participation.
• Collaborate with Industry Executives and matrix partners to drive adoption of new products.
• Advocate for the customer by understanding their business model and market position to drive engagements.
• Own the account planning process and determine strategic initiatives and priorities.
• Review usage gaps and expansion opportunities to support retention and growth.

Skills

Account management

Relationship building

Executive stakeholder management

Negotiation

Communication skills

Education

Bachelor’s degree in business or related field

Job description

TransUnion LLC is seeking a Client Executive for Financial Services Sales. This remote role requires coordinating cross‑functional teams to strengthen client relationships, drive retention, expansion, and revenue growth across assigned financial services accounts.

You will lead executive discussions, align resources, and advocate for customers while navigating large organizations to close strategic deals. A strong background in financial services and a bachelor’s degree are required.