Remote Strategic Financial Services Client Executive

TransUnion; Chicago (IL); On-site; USD 76,000 - 126,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

Life insurance and AD&D

Disability insurance

Dependent Care FSA

Job summary

TransUnion is seeking a Client Executive – Financial Services Sales (Midwest) to act as a trusted advisor to key financial services clients, understanding their business needs and delivering strategies that drive retention, expansion and long-term revenue growth.

This remote role may require occasional in-person attendance at events. The role emphasizes executive relationship-building, complex deal cycles, and collaboration across teams to deliver measurable value for clients and TransUnion.

Qualifications

• 5+ years selling, consulting or business development in financial services.
• Experience navigating large organizations to close deals.
• Proven client engagement, prospecting and negotiation skills.
• Excellent communication and interpersonal abilities.

Responsibilities

• Manage overall relationship with assigned accounts and identify key decision makers.
• Lead and coordinate resources for client reviews and internal account planning.
• Facilitate client-facing and internal sales meetings with appropriate participation.
• Collaborate with executives and partners to drive adoption of new product opportunities.
• Advocate for the customer and translate business knowledge into engagements.
• Own the account planning process and set strategic priorities for customers.
• Review usage gaps and expansion opportunities to support retention and growth.

Skills

Sales experience

Executive relations

Negotiation

Communication

Persistence

Education

Bachelor's Degree or higher

Job description

TransUnion is seeking a Client Executive – Financial Services Sales (Midwest) to act as a trusted advisor to key financial services clients, understanding their business needs and delivering strategies that drive retention, expansion and long-term revenue growth.

This remote role may require occasional in-person attendance at events. The role emphasizes executive relationship-building, complex deal cycles, and collaboration across teams to deliver measurable value for clients and TransUnion.