TRANS UNION LLC logo

Client Executive Financial Services

TRANS UNION LLC

Remote · USJobSeen 4 days agoSeen in employer's feed 4 days ago

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At a glance

Compensation
No compensation found
Location
Remote · US
Work Authorization
Not specified

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Requirements

Credentials this posting asks for.

Bachelor's degree

Job overview

The Client Executive - Financial Services Sales (Midwest) manages relationships with assigned financial services accounts, serving as a trusted advisor and developing strategies for retention, expansion, and long-term success. The role reports to the Vice President of Sales and is remote, with occasional in-person attendance at work-related events at management’s discretion. It requires at least five years of relevant industry experience and a bachelor’s degree or higher.

Skills & qualifications

RequiredNice to have

Skills

Financial Services SalesMajor Account ManagementNavigating Complex OrganizationsClient EngagementProspectingRelationship BuildingDeal MakingNegotiationBusiness ClosingCommunicationInterpersonal SkillsPersuasionPersistence

Qualifications

5 Years Financial Services ExperienceBachelor's Degree or Higher

Benefits

Medical Insurance
Dental Insurance
Vision Insurance

Full job description

JOB REQUIREMENTS: TransUnion's Job Applicant Privacy Notice Personal Information We Collect Your Privacy Choices Team OverviewThe Client Executive - Financial Services Sales (Midwest) 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 report 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 that support every part of your life: At TransUnion, we design benefits to help youfeel well, do well, and plan well-from day one. For Your Health: Enjoyday-one eligibilityfor medical, dental, and vision coverage, plus... For full info follow application link. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, veteran status, marital status, citizenship status, sexual orientation, gender identity or any other characteristic protected by law. ***** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/FB2664F498894255

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