Team Overview
The Client Executive - Financial Services Sales will be a trusted advisor to financial services clients by understanding their business needs and creating strategies that drive retention, expansion, and long-term success. Proven ability to navigate large organizations, build strong executive relationships, and collaborate across teams to deliver value and grow revenue. This role reports to the Vice President of Sales.
This is a remote position which may require occasional in-person attendance at work-related events at the discretion of management.
Role Overview and Core Responsibilities
•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
Required Knowledge and Experiences
•5 years (minimum) selling, consulting and/or business development within the financial services industry
•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
•Bachelor's Degree or higher from an accredited college or university, business related preferred
Benefits
At TransUnion, benefits are designed to help you feel well, do well, and plan well—from day one.
•For Your Health: Day-one eligibility for medical, dental, and vision coverage, plus supplemental plan options. Spousal, domestic partner, and other eligible dependent coverage is available on select plans. Tax-advantaged HSA and FSA accounts.
•For Your Protection: Company-paid basic life and AD&D, optional voluntary life and AD&D for you and your family, and short- and long-term disability. Optional legal plan, pet insurance, and travel accident coverage.
•For Your Family: Adoption assistance and fertility planning coverage, caregiver support, Dependent Care FSA with possibility of an employer match, complimentary Care@Work membership, and up to 12 weeks of paid parental leave with eligibility for a thoughtful, gradual return.
•For Your Future: 401(k) with employer match and Employee Stock Purchase Plan (ESPP), financial wellness resources, career coaching, and optional long-term care insurance.
•For You: Tuition reimbursement, flexible time off for exempt employees or paid time off for nonexempt employees, up to 12 paid holidays per year, commuter benefits, employee discounts, charitable gift matching, and paid volunteer time off, plus corporate volunteer events.
•For Your Wellness: 24/7 support including professional therapy, coaching, and emotional well-being programs alongside guided meditation and resources supporting physical, mental, social, and financial wellness.
Pay Scale Information
The U.S. base salary range for this position is $75,750.00 - $126,250 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 reflects a reasonable estimate of compensation for this job; actual compensation is based on additional factors such as 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 also be eligible for long-term incentives and other payments based on applicable company guidance and plan documents.
TransUnion complies with all applicable immigration laws and regulations. The Company does not presently provide employer support or sponsorship for an immigration-related employment benefit for this position. Applicants must be authorized to work in the United States on a full-time basis without the need for employer support or sponsorship now or in the future.
Internal Job Title: Client Exec Focus, Account Dev - Direct Sales
