Client Success - Account Management

Posted 5 Days Ago
Be an Early Applicant
2 Locations
Remote
Hybrid
Junior
Big Data • Fintech • Information Technology • Business Intelligence • Financial Services • Cybersecurity • Big Data Analytics
The Role
This role involves managing client onboarding and implementation projects, ensuring client satisfaction for tier 1 accounts, assisting with account management tasks, and supporting revenue growth efforts through collaboration with business development teams.
Summary Generated by Built In

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What We'll Bring:

At TransUnion, we have a welcoming and energetic environment that encourages collaboration and innovation we’re consistently exploring new technologies and tools to be agile. This environment gives our people the opportunity to hone current skills and build new capabilities, while discovering their genius.

What You'll Bring:

  • Minimum 1 year work experience in client management, project management., business analysis or similar
  • Excellent verbal and written communication skills
  • Ability to actively listen and analyze customer needs
  • Excellent relationship building skills; able to effectively build a network across a partner organization and within CyberScout
  • Stakeholder management experience
  • Organized, detailed-oriented and able to multi-task
  • Professional and engaging presentation skills
  • Self-motivated; high achiever
  • Flexible working approach to accommodate time-zones of internal and external meetings
  • Experience using Salesforce CRM
  • Able to travel up to 5%
  • Insurance experience, specifically in Cyber, a plus
  • Bi-lingual required (English primary)
  • This is a remote position which may require occasional in-person attendance at work-related events at the discretion of management.

Impact You'll Make:

Client Onboarding and Implementations

  • Project manage implementation activities for small tier clients:
    • Build relationship with client as key point of contact during implementation.
    • Lead and manage full project plan with client, conducting regular project meetings to assess progress.
    • Attend regular internal planning meetings and liaise with internal stakeholders to ensure all requirements are delivered on time and to a high standard.
    • Monitor program post-launch to ensure all BAU activities are running as expected e.g. invoicing, salesforce management

Account Management - Tier 1 accounts

  • Focus efforts on client satisfaction, engagement and success to ensure contracts are retained and renewed for multiple years.
  • Work alongside the Business Development Manager with delivery of account management tasks such as client reporting, contracting and quarterly account reviews.
  • Document clear records of key processes for all clients and regularly review them to ensure they are as efficient and effective as possible.
  • Regularly communicate with operations team to ensure client process requirements are adhered to accurately and that they are aware of any client requested changes to processes and setup.
  • Help to solve client queries or issues efficiently and where necessary escalate to the Client Success Manager.
  • Assist with building content for client facing materials to support sales process from pre-sales to launch activities e.g. training presentations, process maps, implementation guides.
  • Utilize key systems to report insights and analyze operational trends.

Supporting revenue and territory growth efforts

  • Work with Business Development team to identify and implement opportunities for revenue growth and sustain high level of client retention.

This is a remote position which may require occasional in-person attendance at work-related events at the discretion of management.

TransUnion Job Title

Account Mgr I, Account Mgmt - Direct Sales

Top Skills

Salesforce

What the Team is Saying

Patrick
Tiana
Jason
Lauren
TC
Jay
Aayushi
Paul
The Company
HQ: Chicago, IL
13,000 Employees
Hybrid Workplace
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.

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Hybrid Workspace

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

Typical time on-site: Flexible
HQChicago, IL
PR
Alpharetta, GA
Amsterdam, NL
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