TransUnion

Client Value Executive - Financial Services, Contact Center Solutions

In short

This role manages day-to-day relationships for a portfolio of Financial Services clients using TransUnion's Contact Center solutions, focused on retaining existing revenue and driving upsell/cross-sell opportunities. TransUnion is a large data and analytics company, and the role reports to the Sales Director while coordinating with cross-functional internal teams. It requires 5+ years of consultative sales or account management experience in technical, complex environments, strong client relationship and negotiation skills, and proficiency with Salesforce and Microsoft tools. The position is remote within the U.S., with occasional in-person attendance at events, and does not offer visa sponsorship.

Team Overview
The Client Value Executive - Financial Services, Contact Center Solutions role will act as the primary day-to-day client manager for an important set of Financial Services customers that leverage TransUnion's Contact Center 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 Contact Center solutions. Additionally, the Client Value Executive (CVE) 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. This role will report directly to the Sales Director.
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
•Manage and grow a strategic portfolio of Financial Services clients, building strong relationships and supporting day-to-day client needs.
•Protect and retain existing revenue by understanding each client's business priorities, challenges, and opportunities to deliver ongoing value.
•Identify growth opportunities within existing accounts, partnering with Sales and internal account teams to expand relationships and drive incremental revenue.
•Lead client engagement activities, including Quarterly Business Reviews, ongoing education, and thought leadership around Contact Center solutions.
•Coordinate cross-functional internal teams to resolve client issues related to service, billing, technology, product, and delivery.
•Maintain strong account management practices through Salesforce documentation, renewal forecasting, account planning, and staying current on Financial Services trends, emerging technologies, and competitors.
Required Knowledge and Experiences
•5+ years of experience selling or supporting consultative solutions in a technical, complex, and fast-paced environment.
•Experience managing the full sales cycle, from identifying client needs and developing value-driven solutions through closing and implementation.
•Proven track record of retaining and growing a client portfolio, with strong consultative account management and sales skills.
•Strong client relationship, negotiation, presentation, and project management skills, with the ability to communicate complex technical concepts effectively.
•Highly collaborative, curious, and results-driven, with the ability to bring internal teams together, solve client challenges, and drive innovative solutions; Contact Center and data experience are strong pluses.
•Proficient in the Microsoft suite, Salesforce, and financial, usage and reporting tools.
Benefits
At TransUnion, benefits are designed to help employees 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 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, 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 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 access to professional therapy, coaching, and emotional well-being programs, guided meditation, and resources supporting physical, mental, social, and financial wellness.
Compensation
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 education, training, work experience, job-related skill set, location, industry knowledge, and the scope and responsibilities of the position. Certain positions may also be eligible for long-term incentives and other payments based on applicable company guidance and plan documents.
The application window for this job posting is estimated to close on 11/09/2026.
Visa Sponsorship
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.

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