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
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