Client Executive – Financial Services Sales
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Job Description
Client Executive managing financial-services accounts for TransUnion, a credit-information company. Driving retention, expansion, executive relationships, and revenue growth.
Responsibilities:
- Manage the overall relationship with assigned accounts
- Identify key decision makers, influencers, buyers, and sponsors
- Lead and coordinate resources for client-facing business reviews and internal account planning sessions
- Facilitate client-facing and internal sales meetings and ensure appropriate resource participation
- Collaborate with Industry Executives and matrix partners to drive adoption of new product opportunities
- Serve as the customer's advocate by understanding their business model and market position
- Convert customer knowledge into successful engagements with TransUnion
- Own the account planning process and determine strategic initiatives and customer priorities
- Review usage gaps and expansion opportunities with Client Value Executives
- Support customer retention and expansion initiatives
- Build trusted-advisor relationships with financial services clients to drive retention, expansion, and long-term success
- Report to the Vice President of Sales
Requirements:
- Minimum 5 years selling, consulting and/or business development within the financial services industry
- Major account experience in a matrix environment
- Expertise navigating large, complex organizations
- Experience identifying buyers and influencers and closing business within Financial Services
- Proven client engagement skills, including prospecting, relationship-building, deal-making, negotiating, and closing business
- Exceptional communication 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 degree preferred
- Must be authorized to work in the United States full-time without employer support or sponsorship now or in the future
Benefits:
- Medical, dental, and vision coverage with day-one eligibility
- Supplemental health plan options
- HSA and FSA accounts
- Company-paid basic life and AD&D insurance
- Optional voluntary life and AD&D insurance
- Short- and long-term disability coverage
- Optional legal plan, pet insurance, and travel accident coverage
- Adoption assistance and fertility planning coverage
- Caregiver support
- Dependent Care FSA with possibility of employer match
- Complimentary Care@Work membership
- Up to 12 weeks of paid parental leave with gradual return
- 401(k) with employer match
- Employee Stock Purchase Plan (ESPP)
- Financial wellness resources
- Career coaching
- Optional long-term care insurance
- 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
- Paid volunteer time off
- Corporate volunteer events
- 24/7 professional therapy, coaching, and emotional well-being support
- Guided meditation and physical, mental, social, and financial wellness resources
- Remote work arrangement
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