Client Value Executive (Account Manager) - Financial Services

Posted Yesterday
Be an Early Applicant
6 Locations
Remote
Hybrid
105K-178K Annually
Senior level
Big Data • Fintech • Information Technology • Business Intelligence • Financial Services • Cybersecurity • Big Data Analytics
The Role
The Client Value Executive will manage relationships with key Financial Services clients, focusing on client retention and growth through consultative selling. Responsibilities include understanding client needs, delivering measurable solutions, coordinating internal resources, and identifying new revenue opportunities, while ensuring high client satisfaction.
Summary Generated by Built In

TransUnion's Job Applicant Privacy Notice

Personal Information We Collect

Your Privacy Choices

What We'll Bring:

At TransUnion, we have a welcoming and energetic environment that encourages collaboration and innovation. We are 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.
Come be a part of our team - you'll work with great people, pioneering products and cutting-edge technology.
This position will act as the primary day-to-day client manager for a set of core Financial Services clients that leverage a range of identity-driven Fraud, Risk, Compliance, Digital and Marketing Measurement and Activation solutions. The individual will be primarily accountable for protecting and retaining a large base of existing client revenue through ongoing collaboration with their clients and various internal departments to ensure overall client satisfaction and return on investment in our solutions. Additionally, the Client Value Executive is expected to work closely with cross-functional internal teams to develop trusted, consultative, and mutually beneficial client relationships that lead to incremental upsell and cross-sell opportunities within their existing client base.

What You'll Bring:

  • Minimum of 5 years’ experience supporting conceptual services in a highly technical, complex, and fast-paced selling environment leveraging consultative sales acumen
  • Strong work ethic and a demonstrated track record of retaining and growing a client base of $30M+
  • Experience managing the entire sales cycle, from identifying a need, to developing the solution with a measurable value prop, to closing the deal and seeing it through to implementation
  • Excellent interpersonal, customer relationship management, and organizational skills desired - Project Management Skills a plus
  • Fluent in negotiating complex agreements and communicating technical concepts
  • Strong face-to-face and virtual presentation and meeting facilitation skills.
  • Intellectual curiosity, attention to detail, high energy, drive to win, an ability to multitask and work creatively to resolve client issues
  • Ability to champion new ideas, initiate change, think “outside of the box,” and drive innovation
  • Ability to unite internal teams for effective and logical problem solving
  • Proficient in Salesforce, PowerPoint, Excel, Word, and virtual meeting software (Teams, Zoom, etc.)
  • Potential for travel up to 25% of the time
  • Bachelor’s degree

Impact You'll Make:

  • Proactively manage a large base of existing Financial Services clients, supporting day-to-day customer relationships with 15-20 clients valued at ~$30M in annual revenue.
  • Responsible for defending existing revenue within assigned account base, focusing specifically on driving client value by developing a deep understanding of each client’s business needs and issues.
  • Expand relationships within existing account base to help uncover incremental new revenue opportunities by partnering with Sales and Client Executives on any new business opportunities.
  • Coordinate and deliver Quarterly Business Reviews with clients where applicable.
  • Coordinate all internal resources necessary to ensure any client issues including service, billing, technical, delivery, product, etc. are resolved efficiently and effectively.
  • Acquire and integrate industry knowledge related to general trends, emerging technologies and competitors specific to our Financial Services vertical.
  • Maintain meeting notes, renewal forecasts, legal documentation, and client contact information electronically in Salesforce.com for assigned client base.
  • Contribute to Account Business Plans within a matrixed internal team for assigned clients.
  • Provide clients with an ongoing education of our solutions via thought leadership, events, etc.

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

Benefits:

TransUnion provides flexible benefits including flexible time off for exempt associates, paid time off for non-exempt associates, tuition reimbursement, additional (following any short-term disability) 10 weeks of parental leave with gradual return, adoption assistance, fertility coverage, spousal and domestic partner benefits, charity gift matching, employee stock purchase plan, retirement contributions with employer match, organizational growth potential through our online learning platform with guided career tracks, and access to TransUnion’s Employee Resource Groups. 

We are committed to being a place where diversity is not only present, it is embraced. As an equal opportunity employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, veteran status, genetic information, marital status, citizenship status, sexual orientation, gender identity or any other characteristic protected by law.

Pay Scale Information :

The salary range for this position is $104,500.00 - $178,200.00. This position involves compensation based on commission. TransUnion pay mixes for commission are generally 80-20, 70-30, or 60-40. Please reach out to your recruiter to determine the applicable pay mix for this position. *The salary range for this position reflects the general range of compensation for this job and does not include our bonus incentive(s). This position is eligible for bonus incentive(s). At TransUnion, actual compensation is based on careful consideration of additional factors such as (but not limited to) an individual’s education, training, work experience, job-related skill set, industry knowledge, as well as the scope and responsibilities of the position, and market considerations.


 

TransUnion's Internal Job Title:

CVE II, Account Dev - 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.

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
PR
Alpharetta, GA
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
Gurgaon, IN
Hamburg, DE
Hyderabad, IN
Johannesburg, ZA
TransUnion UK Head Office
London, GB
Louisville, KY
Madrid, ES
Makati, PH
Mexico City, MX
Mumbai, IN
New York, NY
Pune, IN
Reston, VA
San Luis Obispo, CA
Santiago, CL
Stamford, CT
Sydney, NSW
Toronto, ON
Ulloa, La Aurora
Washington, US
White Plains, NY
Learn more

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account