Hybrid Client Value Executive – Account Management, Financial Services

Posted 3 hours ago

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About the role

  • Client Value Executive managing accounts in financial services at TransUnion. Ensuring client satisfaction, product implementation, and driving sales through client relationships.

Responsibilities

  • 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

Requirements

  • 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.

Benefits

  • 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
  • spousal, domestic partner, and other eligible dependent coverage on select health and welfare plans

Job title

Client Value Executive – Account Management, Financial Services

Job type

Experience level

Mid levelSenior

Salary

$92,250 - $153,750 per year

Degree requirement

No Education Requirement

Location requirements

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