Client Value Executive - Financial Services - Fraud Solutions

11 Minutes ago • 5 Years + • $65,100 PA - $101,000 PA
Account Management

Job Description

This position is for a Client Value Executive in Financial Services, focusing on Fraud Solutions at TransUnion. The role involves managing key Financial Services clients, ensuring satisfaction, protecting existing revenue, and identifying upsell/cross-sell opportunities. The executive will collaborate with internal teams, develop trusted client relationships, resolve client issues, and contribute to account business plans, leveraging TransUnion’s identity-driven Fraud, Risk, Compliance, and Communications solutions.
Good To Have:
  • Project Management skills a plus.
  • Fraud experience is a major plus!
  • Telecommunications Data experience is a major plus!
Must Have:
  • Minimum of 5 years’ experience supporting consultative solutions in a highly technical, complex, and fast-paced selling environment.
  • Demonstrated track record of retaining and growing a client base of $20M+.
  • Experience managing the entire sales cycle, from identifying a need to closing the deal.
  • Proactively manage a large and strategic base of existing Financial Services clients, supporting day-to-day customer relationships.
  • Responsible for defending existing revenue within assigned account base by driving client value.
  • Expand relationships within existing account base to uncover incremental new revenue opportunities.
  • Coordinate and deliver Quarterly Business Reviews with clients where applicable.
  • Coordinate all internal resources necessary to ensure client issues are resolved efficiently and effectively.
  • Acquire and integrate industry knowledge related to general trends, emerging technologies and competitors.
  • Maintain meeting notes, renewal forecasts, legal documentation, and client contact information electronically in Salesforce.
  • Contribute to Account Business Plans within a matrixed internal team for assigned clients.
  • Provide clients with an ongoing education of TransUnion’s solutions via thought leadership, events, etc.
Perks:
  • 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
  • access to TransUnion’s Employee Resource Groups

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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.

This position will act as the primary day-to-day client manager for an important set of Financial Services clients that leverage TransUnions’s range of identity-driven Fraud, Risk, Compliance and Communications solutions. The individual will primarily be accountable for protecting and retaining a large base of existing client revenue through ongoing collaboration with their clients and various internal departments to ensure overall client satisfaction and return on investment in solutions. Additionally, the Client Value Executive is expected to work closely with cross-functional internal teams to develop trusted, consultative, and mutually beneficial client relationships that lead to incremental upsell and cross-sell opportunities within their existing client base.

What You'll Bring:

  • Minimum of 5 years’ experience supporting consultative solutions in a highly technical, complex, and fast-paced selling environment leveraging consultative sales acumen.
  • Strong work ethic and a demonstrated track record of retaining and growing a client base of $20M+.
  • Experience managing the entire sales cycle, from identifying a need, to developing the solution with a measurable value prop, to closing the deal and seeing it through to implementation.
  • Excellent interpersonal, customer relationship management, and organizational skills desired. Project Management skills a plus.
  • Fluent in negotiating complex agreements and communicating technical concepts.
  • Strong face-to-face and virtual presentation and meeting facilitation skills.
  • Intellectual curiosity, attention to detail, high energy, drive to win, and an ability to multitask and work creatively to resolve client issues.
  • Ability to champion new ideas, initiate change, think “outside of the box,” and drive innovation.
  • Ability to unite internal teams for effective and logical problem solving.
  • Proficient in Salesforce, financial reporting tools, PowerPoint, Excel, Word, and virtual meeting software (Teams, Zoom, etc.).
  • Fraud experience is a major plus!
  • Telecommunications Data experience is a major plus!

Impact You'll Make:

  • Proactively manage a large and strategic base of existing Financial Services clients, supporting day-to-day customer relationships.
  • Responsible for defending existing revenue within assigned account base, focusing specifically on driving client value by developing a deep understanding of each client’s business needs and issues.
  • Expand relationships within existing account base to help uncover incremental new revenue opportunities by partnering with Sales and Client Executives on any new business opportunities.
  • Coordinate and deliver Quarterly Business Reviews with clients where applicable.
  • Coordinate all internal resources necessary to ensure any client issues including service, billing, technical, delivery, product, etc. are resolved efficiently and effectively.
  • Acquire and integrate industry knowledge related to general trends, emerging technologies and competitors specific to our Financial Services vertical.
  • Maintain meeting notes, renewal forecasts, legal documentation, and client contact information electronically in Salesforce for assigned client base.
  • Contribute to Account Business Plans within a matrixed internal team for assigned clients.
  • Provide clients with an ongoing education of solutions via thought leadership, events, etc.

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 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 $65,100.00 - $101,000.00 annually. This position is eligible for both base pay and commission earnings. 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 , 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.

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