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Team Overview
The Financial Services team partners with banks, lenders, and other financial institutions to help them maximize business performance through data, analytics, and information solutions. The team drives client growth, strengthens strategic relationships, and supports customers across the full lifecycle, from acquisition and portfolio management to collections and recovery. This team works closely with Sales, Strategy & Planning, Product, Operations, and Technology teams to deliver value-driven solutions and achieve commercial growth objectives. This job is assigned as On-Site Essential and requires in- person work at an assigned TU office location as a condition of employment.Role Overview And Core Responsibilities
Develop a deep understanding of the Financial Services industry, including market segments, customer needs, and industry trends, to support the adoption of existing and new solutions.
Manage and grow a portfolio of financial institution clients, serving as a trusted advisor throughout the customer lifecycle.
Build and maintain strong relationships with key decision-makers and senior executives, strengthening customer engagement and long-term partnerships.
Identify, develop, and execute account growth strategies that expand solution adoption and increase revenue within existing accounts.
Prospect and pursue new business opportunities within the financial sector to expand TransUnion's client base and market presence.
Partner with clients to understand business challenges and recommend solutions that improve acquisition, portfolio management, collections, and overall business performance.
Collaborate with internal teams to align priorities, improve processes, support product enhancements, and ensure successful client outcomes.
Serve as the primary point of contact for customer inquiries, issue resolution, and ongoing account management activities.
Monitor account performance, identify cross-selling opportunities, and reactivate dormant accounts to maximize commercial results.
Support monthly billing activities and revenue tracking to ensure achievement of committed business targets.
Required Knowledge And Experiences
Bachelor's degree in Business Administration, Finance, Economics, or a related field, providing the commercial, financial, and analytical foundation required to advise clients effectively.
6-8 years of experience in B2B consultative sales, account management, or commercial roles, with a proven ability to drive revenue growth and develop strategic client relationships.
Experience within Financial Services, Technology, or FinTech industries, with strong preference for candidates familiar with financial institution business models and challenges.
Knowledge of Retail Banking and Consumer Banking products and services to effectively identify opportunities and recommend relevant solutions to clients.
Demonstrated ability to influence stakeholders, provide strategic recommendations, and communicate effectively with senior business leaders and executives.
Required Technical Skills
Strong consultative selling and account management capabilities focused on identifying growth opportunities and delivering client value.
Ability to analyze client needs, business performance, and market trends to develop strategic recommendations and commercial solutions.
Experience using CRM (Customer Relationship Management) tools and sales reporting platforms to manage customer relationships and commercial activities.
Strong presentation, storytelling, negotiation, and executive communication skills.
Advanced English proficiency (B2-C1) with the ability to conduct business discussions and presentations in English.
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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
MAE II, Account Dev - Direct Sales
Skills Required
- Bachelor's degree in Business Administration, Finance, Economics, or related field
- 6-8 years of experience in B2B consultative sales, account management, or commercial roles
- Experience within Financial Services, Technology, or FinTech industries
- Knowledge of Retail Banking and Consumer Banking products and services
- Demonstrated ability to influence stakeholders and communicate with senior business leaders and executives
- Strong consultative selling and account management capabilities
- Ability to analyze client needs, business performance, and market trends to develop strategic recommendations
- Experience using CRM tools and sales reporting platforms
- Strong presentation, storytelling, negotiation, and executive communication skills
- Advanced English proficiency (B2-C1) for business discussions and presentations
What the Team is Saying
TransUnion Compensation & Benefits Highlights
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Healthcare Strength — Healthcare is described as comprehensive with day-one medical, dental and vision coverage, plus HSA/FSA options and expanded mental-health support via Spring Health. Feedback suggests coverage depth and immediate eligibility are notable strengths.
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Parental & Family Support — Family support includes paid parental leave with a gradual return, adoption and caregiver assistance, and backup care through a Care@Work membership. External recognition highlights inclusive offerings such as fertility support and bereavement provisions.
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Leave & Time Off Breadth — Time-off programs feature flexible time off, paid holidays, two global wellness days, and paid volunteer time. Feedback suggests these leave elements contribute meaningfully to work-life balance.
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.
