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Team Overview
The Banking team is responsible for developing and growing strategic relationships with financial institutions across Mexico. The team helps clients leverage TransUnion’s credit bureau, analytics, identity, fraud, and decisioning solutions to improve risk management, customer acquisition, portfolio performance, and business growth.Role Overview And Core Responsibilities
- Manage and grow commercial relationships with existing and prospective clients within the banking sector.
- Develop and execute account plans to drive revenue growth, client retention, and solution adoption.
- Identify opportunities to position TransUnion’s credit, analytics, identity, fraud, and decisioning solutions.
- Manage the full sales cycle, including prospecting, discovery, proposal development, negotiation, and closing.
- Maintain an accurate sales pipeline and provide timely revenue forecasts.
- Build trusted relationships with executive, business, and technical stakeholders.
- Lead business reviews and strategic account planning sessions with key clients.
- Collaborate with internal subject matter experts to develop client-focused solutions.
- Deliver compelling presentations and business cases that address client challenges and objectives.
- Monitor market trends and industry developments to identify new business opportunities.
Required Knowledge & Experience
- Bachelor’s degree in Business Administration, Finance, Economics, Marketing, Engineering, or a related field.
- 3+ years of experience in B2B sales, account management, or business development within the financial services sector.
- Experience managing complex client relationships and engaging with executive-level stakeholders.
- Strong consultative selling and account planning experience.
- Ability to work independently in a fast-paced and evolving environment.
Required Knowledge And Experiences
- Experience managing sales pipelines, forecasts, and opportunity tracking activities.
- Proficiency with Microsoft Office applications and CRM platforms.
- Ability to develop business cases and deliver value-based sales presentations.
- Knowledge of financial services, credit solutions, analytics, risk, or related business environments.
- Strong project management, problem-solving, and organizational skills.
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, Finance, Economics, Marketing, Engineering, or a related field
- 3+ years of experience in B2B sales, account management, or business development within financial services
- Experience managing complex client relationships and engaging executive-level stakeholders
- Strong consultative selling and account planning experience
- Ability to work independently in a fast-paced, evolving environment
- Experience managing sales pipelines, forecasts, and opportunity tracking
- Proficiency with Microsoft Office applications and CRM platforms
- Ability to develop business cases and deliver value-based sales presentations
- Knowledge of financial services, credit solutions, analytics, risk, or related business environments
- Strong project management, problem-solving, and organizational skills
What the Team is Saying
TransUnion Compensation & Benefits Highlights
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Healthcare Strength — The package includes day-one medical coverage with multiple plan options, HSA/FSA, dental, vision, disability resources, and robust mental-health support (therapy, coaching, EAP).
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Parental & Family Support — Offerings include 12 weeks of paid parental leave with a gradual return, adoption and caregiver assistance, dependent-care FSA, Care@Work, and recognition for inclusive family benefits such as subsidized childcare and fertility reimbursement.
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Leave & Time Off Breadth — Flexible time off, 10 paid holidays, two global wellness days, and paid volunteer time indicate a broad time-off program.
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.
