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Team Overview
The Financial Services Sales team is responsible for driving revenue growth, deepening client relationships, and expanding TransUnion's presence within the financial sector. The team partners with banks, lenders, fintechs, and other financial institutions to help them achieve their business objectives through data-driven solutions, risk management capabilities, and market insights. This role reports to the Sales Leadership team within the Financial Services business.Role Overview And Core Responsibilities
Role Overview and Core Responsibilities
Develop and execute account growth strategies to achieve assigned revenue and retention targets within the Financial Services portfolio.
Maintain an active sales pipeline and provide accurate forecasting to ensure visibility into business performance and future revenue opportunities.
Build, manage, and strengthen relationships with key client stakeholders, including executive-level decision makers and technical teams.
Identify, qualify, and pursue cross-sell and upsell opportunities by understanding evolving client business needs and challenges.
Deliver compelling presentations and solution recommendations that communicate business value and measurable outcomes.
Utilize a consultative sales approach to uncover customer objectives, challenges, and growth opportunities.
Collaborate with product, marketing, consulting, and subject matter experts to develop customized client solutions.
Create and execute strategic account plans that support customer retention, business expansion, and long-term partnership development.
Monitor industry trends, competitive activity, regulatory developments, and market dynamics within the financial sector.
Support contract negotiations, proposal development, and commercial discussions that contribute to revenue growth and customer satisfaction.
Required Knowledge and Experiences
Bachelor's degree in Business Administration, Finance, Marketing, Economics, or a related field, or equivalent professional experience demonstrating strong commercial and client management capabilities.
3+ years of sales, account management, or business development experience within the Financial Services industry, with responsibility for achieving revenue goals.
Experience managing and influencing relationships with senior stakeholders, including C-suite and executive-level decision makers.
Understanding of financial services products, lending processes, risk management practices, or credit-related solutions to effectively position business value.
Knowledge of the credit reporting, information services, data analytics, or risk solutions industry is preferred and will support faster onboarding and client engagement success.
Required Technical Skills
Microsoft Office Suite (Excel, PowerPoint, Word) for business analysis, presentations, forecasting, and client communications.
Customer Relationship Management (CRM) platforms for opportunity tracking, pipeline management, and account planning.
Sales forecasting and reporting tools used to monitor performance and revenue projections.
Business presentation and virtual collaboration tools to support client engagement and stakeholder communication.
Data interpretation and analysis skills to translate customer information into actionable business opportunities.
Required Knowledge And Experiences
We’re Also Looking for the Preferred Skills Below. Whether You Are Proficient or Could Use Some Brushing Up, We’re Happy to Support Your Career Development and Growth In:
Strategic Account Planning
Account Management and Client Retention
Prospecting and Business Development
Consultative Selling Methodologies
Negotiation and Influencing Skills
Market Awareness and Industry Trend Analysis
Project Management and Prioritization
Executive Presence and Communication
Leadership and Cross-Functional Collaboration
Problem Solving and Decision Making
#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
AE II, Account Dev - Direct Sales
Skills Required
- Bachelor’s degree in Business Administration, Finance, Marketing, Economics, or a related field, or equivalent professional experience
- 3+ years of sales, account management, or business development experience within the financial services industry, with responsibility for revenue goals
- Experience managing and influencing senior stakeholders, including C-suite and executive-level decision makers
- Understanding of financial services products, lending processes, risk management practices, or credit-related solutions
- Knowledge of credit reporting, information services, data analytics, or risk solutions
- Microsoft Office Suite, including Excel, PowerPoint, and Word
- Experience with customer relationship management platforms
- Experience with sales forecasting and reporting tools
- Business presentation and virtual collaboration tools
- Data interpretation and analysis skills
- Strategic account planning
- Account management and client retention
- Prospecting and business development
- Consultative selling methodologies
- Negotiation and influencing skills
- Market awareness and industry trend analysis
- Project management and prioritization
- Executive presence and communication
- Leadership and cross-functional collaboration
- Problem solving and decision making
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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TransUnion Teams
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Hybrid Workspace
Employees engage in a combination of remote and on-site work.
