Client Executive - Financial Services Sales

1 Year ago • 5 Years + • Sales • $65,100 PA - $101,000 PA

Job Summary

Job Description

TransUnion is seeking a Client Executive for Financial Services Sales. The role involves managing client relationships, identifying key decision-makers, and leading client-facing business reviews. Responsibilities include coordinating resources for account planning, facilitating sales meetings, and collaborating with industry executives to drive new product adoption. The executive will act as a customer advocate, understand their business models, and convert this knowledge into successful engagements. The position also involves owning the account planning process and identifying strategic initiatives for customers, reviewing usage gaps, and expansion opportunities to support customer retention. This is a remote position with potential for occasional in-person attendance.
Must have:
  • Minimum of five years selling, consulting, or business development in financial services.
  • Major account experience in a matrix environment.
  • Proven client engagement skills: prospecting, relationship-building, deal-making, negotiating, and closing.
  • Exceptional communication and interpersonal skills with an articulate, persuasive, and engaging style.
  • Ability to be persistent in a pleasant and professional manner.
Good to have:
  • Bachelor's Degree or higher in a business-related field is preferred but not required.
  • Relevant experience and demonstrated skills will be considered in lieu of formal education.
  • Expertise in navigating large complex organizations and identifying buyers/influencers within Financial Services.
Perks:
  • Flexible benefits including flexible time off
  • Paid time off
  • 12 paid holidays
  • Health benefits (medical, dental, vision, health spending accounts)
  • Mental health support
  • Disability benefits
  • 12 weeks 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
  • Access to Employee Resource Groups

Job Details

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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:

  • Minimum of five years selling, consulting and/or business development within the financial services industry
  • Bachelor's Degree or higher, from an accredited college or university is preferred but not required, business related preferred. Relevant experience and demonstrated skills will be considered in lieu of formal education.
  • Major account experience in a matrix environment with expertise in navigating large complex organizations, identifying buyers, influencers, and closing business within Financial Services
  • Proven client engagement skills, including prospecting, relationship-building, deal-making and negotiating and closing business
  • Exceptional communication skills and interpersonal skills. Articulate, persuasive, and engaging communication style. Ability to be extremely persistent in a pleasant and professional fashion

Impact You'll Make:

  • Responsibility for managing the overall relationship with assigned accounts; identifying key decision makers, influencers, buyers and sponsors
  • Leading and coordinating resources for client-facing business reviews and internal account planning sessions
  • Facilitating both client facing and internal sales meetings; ensuring appropriate resource participation
  • Collaborating with Industry Executives and matrix partners to drive adoption of new product opportunities
  • Serving as your customer's advocate; deeply understanding their business model and position within the market, and converting this knowledge into successful engagements with TransUnion
  • Owning the account planning process, and determining the most strategic initiatives and priorities for your customers
  • Reviewing usage gaps and expansion opportunities alongside our Client Value Executives in support of customer retention and expansion initiatives

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.

Pay Scale Information :

The U.S. base salary range for this position is $65,100.00 - $101,000.00 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:

Client Exec Focus, Account Dev - Direct Sales

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About The Company

TransUnion is a global information and insights company with over 12,000 associates operating in more than 30 countries. We make trust possible by ensuring each person is reliably represented in the marketplace. We do this with a Tru™ picture of each person: an actionable view of consumers, stewarded with care. Through our acquisitions and technology investments we have developed innovative solutions that extend beyond our strong foundation in core credit into areas such as marketing, fraud, risk and advanced analytics. As a result, consumers and businesses can transact with confidence and achieve great things. We call this Information for Good® — and it leads to economic opportunity, great experiences and personal empowerment for millions of people around the world.

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