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Team Overview
The Financial Services team is responsible for driving growth across banks, lenders, fintechs, and other financial institutions by helping clients leverage TransUnion’s data, analytics, risk, identity, and decisioning solutions. The team partners closely with customers to identify business challenges, uncover growth opportunities, and deliver solutions that create measurable business outcomes. This team reports to the Financial Services and Fintech Sales Leadership organization and collaborates with Product, Operations, Client Success, and Solutions teams to achieve commercial objectives. This is a hybrid position and involves regular performance of job responsibilities virtually as well as in-person at an assigned TU office location for a minimum of two days a week.Role Overview And Core Responsibilities
Develop and execute account growth strategies to achieve and exceed annual revenue targets within the Financial Services portfolio.
Build, maintain, and expand relationships with key client stakeholders, serving as a trusted advisor and primary commercial point of contact.
Identify and develop cross-sell, upsell, and new business opportunities by understanding client objectives and aligning them with TransUnion solutions.
Manage a healthy sales pipeline, providing accurate forecasting, opportunity tracking, and visibility into business performance.
Conduct consultative sales engagements with business, risk, operations, and executive-level decision makers to uncover client needs and propose value-based solutions.
Present complex products, solutions, and business cases to C-level executives, senior management, and technical stakeholders.
Develop and execute strategic account plans focused on client retention, revenue growth, and long-term relationship development.
Collaborate with internal subject matter experts, product teams, and operational partners to develop tailored client solutions and successfully advance opportunities.
Monitor industry trends, competitive activities, and market developments to identify emerging opportunities and strengthen client engagement strategies.
Maintain a high level of client service while balancing multiple priorities, projects, and deliverables in a fast-paced environment.
Required Knowledge and Experiences
3+ years of sales experience within the Financial Services industry, including responsibility for business development, account management, revenue generation, and client relationship management.
Knowledge of the Financial Services market, including customer challenges, industry trends, and business priorities, to effectively identify opportunities and deliver relevant solutions.
Experience managing client accounts and building long-term customer relationships, with a focus on retention, account growth, and customer satisfaction.
Bachelor’s degree in Business Administration, Finance, Economics, Marketing, or a related field, or equivalent professional experience demonstrating commercial and client management capabilities.
Required Technical Skills
Microsoft Office Suite, including Excel, PowerPoint, and Word, for business analysis, reporting, client presentations, and proposal development.
Customer Relationship Management (CRM) platforms for opportunity management, pipeline tracking, forecasting, and account planning.
Sales pipeline and revenue forecasting tools to monitor business performance and support commercial decision-making.
Presentation and communication tools to effectively deliver business cases, solution demonstrations, and executive-level presentations.
Project management and organizational tools to coordinate activities, manage competing priorities, and ensure timely execution of client deliverables.
Required Knowledge And Experiences
Knowledge of the credit reporting, information services, analytics, or risk management industry.
English language proficiency, both written and verbal, to support communication with regional and global stakeholders.
Experience identifying and executing cross-selling and upselling opportunities within existing client portfolios.
Strong strategic account planning capabilities, including client segmentation, growth planning, and relationship mapping.
Advanced negotiation, influencing, and executive communication skills that support engagement with senior decision makers.
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
AE II, Account Dev - Direct Sales
Skills Required
- 3+ years of sales experience within the financial services industry, including business development, account management, revenue generation, and client relationship management
- Knowledge of the financial services market, customer challenges, industry trends, and business priorities
- Experience managing client accounts and building long-term customer relationships focused on retention, account growth, and customer satisfaction
- Bachelor's degree in Business Administration, Finance, Economics, Marketing, or a related field, or equivalent professional experience
- Proficiency with Microsoft Office Suite, including Excel, PowerPoint, and Word
- Experience using CRM platforms for opportunity management, pipeline tracking, forecasting, and account planning
- Experience with sales pipeline and revenue forecasting tools
- Proficiency with presentation and communication tools
- Experience using project management and organizational tools
- Knowledge of the credit reporting, information services, analytics, or risk management industry
- English language proficiency, written and verbal
- Experience identifying and executing cross-selling and upselling opportunities within existing client portfolios
- Strong strategic account planning capabilities, including client segmentation, growth planning, and relationship mapping
- Advanced negotiation, influencing, and executive communication skills
What the Team is Saying
TransUnion Compensation & Benefits Highlights
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Healthcare Strength — Health coverage is described as strong, with multiple plan choices, reasonable deductibles, and access to mental‑health resources like Spring Health.
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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.
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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
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.
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Hybrid Workspace
Employees engage in a combination of remote and on-site work.
