AE I Client Success Representative

Posted 6 Hours Ago
Be an Early Applicant
Miguel Hidalgo, Ciudad De México, MEX
Hybrid
Mid level
Big Data • Fintech • Information Technology • Business Intelligence • Financial Services • Cybersecurity • Big Data Analytics
The Role
Supports strategic account management, client retention, sales support, and commercial operations. Coordinates cross-functional resources, leads process optimization and automation initiatives, manages strategic project timelines and risks, and prepares performance reports. Builds client relationships, improves customer satisfaction, and drives collaboration across Sales and business teams using CRM, business intelligence, and digital transformation tools.
Summary Generated by Built In

TransUnion's Job Applicant Privacy Notice

Team Overview

The Client Success team is responsible for supporting strategic account management and ensuring operational excellence across commercial activities. The team works closely with Sales and cross-functional partners to optimize processes, enhance the customer experience, and drive digital transformation and automation initiatives.

Role Overview And Core Responsibilities

  • Support strategic account management activities and build strong relationships with key clients.
  • Coordinate Sales Support activities to contribute to the achievement of commercial objectives.
  • Identify and execute opportunities to improve, standardize, and optimize commercial processes.
  • Drive automation and digitalization initiatives to enhance operational efficiency.
  • Coordinate internal resources to ensure the fulfillment of client commitments.
  • Support client retention, growth, and satisfaction initiatives.
  • Lead and coordinate strategic projects related to commercial operations and client management.
  • Manage project timelines, risks, dependencies, and communication with key stakeholders.
  • Prepare tracking reports and updates on strategic initiatives and commercial performance.
  • Foster collaboration across teams to ensure the effective execution of projects and business objectives.

Required Knowledge & Experience


  • Bachelor’s degree in Business Administration, Industrial Engineering, Economics, Information Systems, Data Analytics, Project Management, or a related field.
  • 3+ years of experience in Account Management, Client Success, Sales Operations, Business Operations, Commercial Support, or Project Management.
  • Experience within the financial services industry.
  • Experience leading cross-functional projects and initiatives.
  • Intermediate to advanced English proficiency (B2 or higher).

Required Technical Skills


  • Knowledge of Sales Operations, Account Management, and commercial support processes.
  • Experience with CRM platforms and Business Intelligence tools.
  • Knowledge of process automation, digital transformation, and Artificial Intelligence solutions.
  • Experience using Power BI, Power Automate, Microsoft Copilot, Dynamics 365, Salesforce, or similar tools.
  • Ability to analyze data and generate actionable business insights.

Required Knowledge And Experiences

Preferred Skills


  • Strategic thinking and results orientation.
  • Project and program management.
  • Stakeholder management.
  • Strong communication and cross-functional influencing skills.
  • Adaptability, continuous improvement, and change management.

#LI-SG4


TransUnion Overview:

At TransUnion, we encourage and are committed to creating a real, positive impact and shared sense of purpose within our Workforce for Good, which empowers our people to grow, innovate and contribute to a better future for our communities and customers. We strive to build an environment where our associates are in the driver’s seat of their professional development— while having access to help along the way. We recognize that success comes when our associates thrive both professionally and personally; that’s why we prioritize work/life flexibility and offer resources for our teams across the globe to collaborate and drive excellence.


Be a part of our Workforce for Good – you’ll work with great people, pioneering products and cutting-edge technology.


TransUnion Job Title


Account Mgr I, Account Dev - Direct Sales

Skills Required

  • Bachelor’s degree in Business Administration, Industrial Engineering, Economics, Information Systems, Data Analytics, Project Management, or a related field
  • 3+ years of experience in Account Management, Client Success, Sales Operations, Business Operations, Commercial Support, or Project Management
  • Experience within the financial services industry
  • Experience leading cross-functional projects and initiatives
  • Intermediate to advanced English proficiency at B2 level or higher
  • Knowledge of Sales Operations, Account Management, and commercial support processes
  • Experience with CRM platforms and Business Intelligence tools
  • Knowledge of process automation, digital transformation, and Artificial Intelligence solutions
  • Experience using Power BI, Power Automate, Microsoft Copilot, Dynamics 365, Salesforce, or similar tools
  • Ability to analyze data and generate actionable business insights
  • Strategic thinking and results orientation
  • Project and program management experience
  • Stakeholder management experience
  • Strong communication and cross-functional influencing skills
  • Adaptability, continuous improvement, and change management skills

What the Team is Saying

Patrick
Tiana
Jason
Lauren
TC
Jay
Aayushi
Paul
Alex Barnett
Sheetal Wathare
TransUnion
TransUnion

TransUnion Compensation & Benefits Highlights

  • Healthcare Strength Health coverage is described as strong, with multiple plan choices, reasonable deductibles, and access to mental‑health resources like Spring Health.
  • Leave & Time Off Breadth Flexible Time Off for salaried roles, PTO for hourly roles, paid holidays, wellness days, and hybrid flexibility underpin generous time‑away options.
  • Parental & Family Support Parental and caregiver benefits are emphasized, including 12 weeks of paid parental leave with a gradual return, adoption assistance, dependent‑care FSA, and Care@Work backup care from day one.

TransUnion Insights

Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Chicago, IL
13,000 Employees
Year Founded: 1968

What We Do

TransUnion is a global information and insights company that makes trust possible by ensuring that each consumer is reliably and safely represented in the marketplace. We do this by having an accurate and comprehensive picture of each person. This picture is grounded in our legacy as a credit reporting agency which enables us to tap into both credit and public record data; our data fusion methodology that helps us link, match and tap into the awesome combined power of that data; and our knowledgeable and passionate team, who stewards the information with expertise, and in accordance with local legislation around the world. Because of our work, organizations can better understand consumers in order to make more informed decisions, and earn their trust through great, personalized experiences, and the proactive extension of the right opportunities, tools and offers. In turn, consumers can be confident that their data identities will result in the opportunities they deserve. We make trust possible, so businesses and consumers can transact with confidence and achieve great things. We call this Information for Good®—it’s our purpose, and what drives us every day.

Why Work With Us

Our culture is welcoming, energetic and innovative. There’s an overall synergy that flows throughout TransUnion, creating a sense of unity in knowing that we’re all working to achieve the same overall goal. We’re dedicated to providing opportunities for our people to get involved and stay connected with their colleagues across the globe.

Gallery

Gallery
Gallery
Gallery
Gallery
Gallery
Gallery
Gallery
Gallery
Gallery
Gallery

TransUnion Teams

Team
Invested in Tech Teams
About our Teams

TransUnion Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: Flexible
HQChicago, IL
MX
Amsterdam, NL
Bengaluru, IN
Boca Raton, FL
Bogotá, Colombia
Burlington, ON
South Africa
Cerqueira César, Sao Paulo
Chennai, IN
Cherry Hill, NJ
Cork, County Cork
Crum Lynne, PA
Denver, CO
Greenwood Village, CO
Guaynabo, PR
Gurugram, IN
Hamburg, DE
Hyderabad, IN
Johannesburg, ZA
TransUnion UK Head Office
London, GB
Louisville, KY
Madrid, ES
Makati, PH
Mumbai, IN
New York, NY
Pune, IN
Reston, VA
San Luis Obispo, CA
Santiago, CL
Sydney, NSW
Toronto, ON
Ulloa, La Aurora
Washington, US
White Plains, NY
Learn more

Similar Jobs

TransUnion Logo TransUnion

Consultant

Big Data • Fintech • Information Technology • Business Intelligence • Financial Services • Cybersecurity • Big Data Analytics
Hybrid
Miguel Hidalgo, Ciudad De México, MEX
13000 Employees

TransUnion Logo TransUnion

Head of Consumer Growth Marketing

Big Data • Fintech • Information Technology • Business Intelligence • Financial Services • Cybersecurity • Big Data Analytics
Hybrid
Miguel Hidalgo, Ciudad De México, MEX
13000 Employees

TransUnion Logo TransUnion

Advisor, Solutions Consulting

Big Data • Fintech • Information Technology • Business Intelligence • Financial Services • Cybersecurity • Big Data Analytics
Hybrid
Miguel Hidalgo, Ciudad De México, MEX
13000 Employees

TransUnion Logo TransUnion

Product Manager

Big Data • Fintech • Information Technology • Business Intelligence • Financial Services • Cybersecurity • Big Data Analytics
Hybrid
Miguel Hidalgo, Ciudad De México, MEX
13000 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account