Strategic Client Value Leader - Financial Services (Remote)

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

Benefits offered by this job

Health insurance

Dental and vision

401(k) match

Employee stock purchase plan

Tuition reimbursement

Paid time off

Job summary

TransUnion LLC is seeking a Client Value Executive for Financial Services, Contact Center Solutions. This remote role focuses on managing a strategic client portfolio, retaining revenue, and driving upsell opportunities. You will collaborate with Sales and internal teams to deliver ongoing client value and ROI.

The role reports to the Sales Director. Prior consultative sales and strong relationship skills are essential, with experience in Contact Center and data tools considered a plus.

Qualifications

• 5+ years of experience selling or supporting consultative solutions in a technical, complex, and fast-paced environment.
• Experience managing the full sales cycle, from identifying client needs and developing value-driven solutions through closing and implementation.
• Proven track record of retaining and growing a client portfolio, with strong consultative account management and sales skills.
• Strong client relationship, negotiation, presentation, and project management skills.
• Highly collaborative, curious, and results-driven, with the ability to bring internal teams together, solve client challenges, and drive innovative solutions; Contact Center and data experience are strong pluses.
• Proficient in the Microsoft suite, Salesforce, and financial, usage and reporting tools.

Responsibilities

• Manage and grow a strategic portfolio of Financial Services clients, building strong relationships and supporting day-to-day client needs.
• Protect and retain existing revenue by understanding each client's business priorities, challenges, and opportunities to deliver ongoing value.
• Identify growth opportunities within existing accounts, partnering with Sales and internal account teams to expand relationships and drive incremental revenue.
• Lead client engagement activities, including Quarterly Business Reviews, ongoing education, and thought leadership around Contact Center solutions.
• Coordinate cross-functional internal teams to resolve client issues related to service, billing, technology, product, and delivery.
• Maintain strong account management practices through Salesforce documentation, renewal forecasting, account planning, and staying current on Financial Services trends, emerging technologies, and competitors.

Skills

Client relationships

Negotiation

Presentation

Project management

Sales cycle

Consultative selling

Cross-functional collaboration

Tools

Salesforce

Microsoft Excel

Financial reporting tools

Job description

TransUnion LLC is seeking a Client Value Executive for Financial Services, Contact Center Solutions. This remote role focuses on managing a strategic client portfolio, retaining revenue, and driving upsell opportunities. You will collaborate with Sales and internal teams to deliver ongoing client value and ROI.

The role reports to the Sales Director. Prior consultative sales and strong relationship skills are essential, with experience in Contact Center and data tools considered a plus.