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Client Value Executive - Account Management - Financial Services

Roles & Responsibilities

  • 5+ years direct sales experience with large financial institutions
  • Desire to cross-sell/up-sell solutions to existing clients
  • Strong business acumen with financial services and mortgage experience and ability to articulate TransUnion's value proposition
  • Experience with managing, expanding, and renewing high-value contracts with clients and legal teams

Requirements:

  • Collaborate with the Client Executive to manage accounts and ensure client satisfaction and retention
  • Close opportunities in Salesforce with accurate input and feasible execution timelines
  • Drive product implementation and solution success with clients; identify usage gaps and resolve issues; gather voice-of-user feedback
  • Lead expansion through upsell/cross-sell and coordinate with Sales Support to complete administrative tasks and ensure accurate billing

Job description

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What We'll Bring:

At TransUnion, we have a welcoming and energetic environment that encourages collaboration and innovation. We are consistently exploring new technologies and tools to be agile. This environment gives our people the opportunity to hone current skills and build new capabilities, while discovering their genius.

Come be a part of our team – you’ll work with great people, pioneering products and cutting-edge technology

What You'll Bring:

  • 5+ years direct sales experience with large FI’s
  • Desire to cross-sell/up-sell solutions to existing clients
  • Strong business acumen & Financial Services and mortgage experience with the ability to articulate TransUnion’s value proposition
  • Experience with managing, expanding & renewing high value contracts with clients and legal teams
  • Established problem solving skills & project management experience
  • Ability to navigate the TU internal matrix and identify the appropriate resources
  • Project management experience
  • Familiar with Microsoft Office Suite i.e. Outlook, Excel, PowerPoint, Word etc.

Impact You'll Make:

  • Collaborate with Client Executive in overall management of accounts and ensure client satisfaction & retention
  • Responsible for closing the opportunity in salesforce, ensuring all required elements are input accurately and execution timelines and requirements are feasible
  • Responsible for product implementation & solution success with client
  • Communicate with client on a regular, established cadence to identify gaps in product usage and resolve issues
  • Responsible for expansion, upsell/cross-sell
  • Responsible for gathering Voice of User feedback (competitive insight, use cases)
  • Work closely with Sales Support team to complete administrative tasks requested by client & ensure accurate billing

TransUnion complies with all applicable immigration laws and regulations. The Company does not presently provide employer support or sponsorship for an immigration-related employment benefit for this position. Applicants must be authorized to work in the United States on a full-time basis without the need for employer support or sponsorship now or in the future.

Qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable law, including the Los Angeles County Fair Chance Ordinance for Employers, the San Francisco Fair Chance Ordinance, Fair Chance Initiative for Hiring Ordinance, and the California Fair Chance Act.

Adherence to Company policies, sound judgment and trustworthiness, working safely, communicating respectfully, and safeguarding business operations, confidential and proprietary information, and the Company’s reputation are also essential expectations of this position.

This is a remote position which may require occasional in-person attendance at work-related events at the discretion of management.

Benefits:

TransUnion provides flexible benefits including flexible time off for exempt associates, paid time off for non-exempt associates, up to 12 paid holidays per year, health benefits (including medical, dental, and vision plan options and health spending accounts), mental health support, disability benefits, up to 12 weeks of paid parental leave, adoption assistance, fertility planning coverage, legal benefits, long-term care insurance, commuter benefits, tuition reimbursement, charity gift matching, employee stock purchase plan, 401(k) retirement savings with employer match, and access to TransUnion’s Employee Resource Groups. Spousal, domestic partner, and other eligible dependent coverage is available on select health and welfare plans.

We are committed to being a place where diversity is not only present, it is embraced. As an equal opportunity employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, veteran status, genetic information, marital status, citizenship status, sexual orientation, gender identity or any other characteristic protected by law. Additionally, in accordance with Section 503 of the Rehabilitation Act of 1973 and the Vietnam Era Veterans’ Readjustment Assistance Act of 1974, TransUnion takes affirmative action to employ and advance in employment qualified individuals with a disability and protected veterans in all levels of employment and develops annual affirmative action plans. Components of TransUnion’s Affirmative Action Program for individuals with disabilities and protected veterans are available for review to any associate or applicant for employment upon request by contacting ERCoE@transunion.com.

Pay Scale Information :

The U.S. base salary range for this position is $92,250.00 - $153,750 annually. This position is eligible for both base pay and commission earnings. TransUnion commission targets are generally 20% – 50% of base salary and may vary based on position. *The salary range for this position reflects a reasonable estimate of the range of compensation for this job. At TransUnion, actual compensation is based on careful consideration of additional factors such as (but not limited to) an individual’s education, training, work experience, job-related skill set, location, and industry knowledge, as well as the scope and responsibilities of the position and market considerations.

Certain positions may be also eligible for long-term incentives and other payments based on applicable company guidance and plan documents.


 

TransUnion's Internal Job Title:

CVE III, Account Mgmt - Direct Sales

Company:

TransUnion LLC

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