Client Executive, Financial Services

16 Minutes ago • 5 Years +
Account Management

Job Description

TransUnion is seeking a Client Executive for Financial Services to manage relationships with Banking customers, identify key decision makers, and drive the adoption of new product opportunities. This role involves collaborating with internal teams, leading client-facing business reviews, and facilitating contract renewals. The executive will also be responsible for account planning, understanding market positions, and resolving customer issues to ensure successful solution implementation and ROI.
Good To Have:
  • Previous experience selling in retail credit or consumer credit reporting industries is considered an asset.
Must Have:
  • Bachelor's degree, preferably business related, or equivalent experience.
  • 5+ years of experience in B2B sales in the financial services (credit related) industry.
  • Ability to articulate sophisticated messaging around solutions, analytics, industry trends, and TransUnion's value proposition.
  • Experience managing complex relationships with executive-level buyers and influencers in the Banking sector.
  • Enthusiasm to successfully navigate a matrixed environment; facilitating teamwork.
  • Credit background, or credit related background in financial services and/or related industry.
  • Strong organizational skills coupled with proven ability to work and ‘get things done’.
  • High level of confidence coupled with a positive, “can-do” attitude.
  • Availability for purposeful travel.
  • Manage relationships with Banking customers and identify key decision makers, influencers, buyers, and sponsors.
  • Lead and coordinate resources for client-facing business reviews.
  • Collaborate with Business Development Executives, Sales Support Specialists, Customer Experience Specialists, and Product Consultants to drive adoption of new product opportunities.
  • Responsible for account planning and understanding each Customer’s position within the market.
  • Facilitate contract renewal process as required.
  • Resolve Customer issues and diffuse escalated matters and provide documentation of issues and root causes.
  • Work with the Client Success Management Team to ensure successful implementation of solutions and projects.

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What We'll Bring:

At TransUnion, we are dedicated to finding ways information can be used to help people make better and smarter decisions. As a trusted provider of global information solutions, our mission is to help people around the world access the opportunities that lead to a higher quality of life, by helping organizations optimize their risk-based decisions and enabling consumers to understand and manage their personal information. Because when people have access to more complete and multidimensional information, they can make more informed decisions and achieve great things. Every day TransUnion offers our employees the tools and resources they need to find ways information can be used in diverse ways. Whether it is helping businesses better manage risk, providing better insights so a consumer can qualify for his first mortgage or working with law enforcement to make neighborhoods safer, we are improving the quality of life for individuals, families, communities and local economies around the world.

What You'll Bring:

  • Bachelor's degree, preferably business related, or equivalent experience.
  • 5+ years of experience in B2B sales in the financial services (credit related) industry.
  • The ability to articulate sophisticated messaging around our solutions, analytics, industry trends, and TransUnion's value proposition.
  • The embodiment of trust while managing complex relationships with executive-level buyers and influencers in the Banking sector.
  • The enthusiasm to successfully navigate a matrixed environment; facilitating teamwork with various internal stakeholders to best serve our customers' interests.
  • Credit background, or credit related background in financial services and/or related industry.
  • Strong organizational skills coupled with proven ability to work and ‘get things done’. Previous experience selling in retail credit or consumer credit reporting industries is considered an asset.
  • High level of confidence coupled with a positive, “can-do” attitude.
  • Availability for purposeful travel.

Impact You'll Make:

  • Manage relationships with Banking customers and identifying key decision makers, influencers. buyers, and sponsors.
  • Complement the strategic selling responsibility of the Business Development Executive and work as an account team for those assigned customers, buyers, and sponsors.
  • Lead and coordinate resources for client-facing business reviews.
  • Collaborate with Business Development Executives, Sales Support Specialists, Customer Experience Specialists, and Product Consultants to drive adoption of new product opportunities to help solve Customer challenges.
  • Responsible for account planning and understanding each Customer’s position within the market.
  • Facilitate contract renewal process as required.
  • Resolve Customer issues and diffuse escalated matters and provide documentation of issues and root causes for future issue avoidance.
  • Work with the Client Success Management Team to ensure successful implementation of solutions and projects, and ROI achieved as expected by the Customer.

This is a hybrid position and involves regular performance of job responsibilities virtually as well as in-person at an assigned TU office location for a minimum of two days a week.

Accommodation is available, including for applicants with disabilities, in accordance with applicable laws.

TransUnion's Internal Job Title:

AE II, Account Dev - Direct Sales

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