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Team Overview
The Financial Services team partners with banks, lenders, Fintech, and other financial institutions to help them improve business performance through data, analytics, identity, fraud, and risk solutions. The team is responsible for driving revenue growth, expanding strategic client relationships, and delivering measurable business outcomes across the customer lifecycle. This role is part of TransUnion’s Mexico Sales organization and reports to the Banking & Financial Services Sales Leadership team under the Chief Revenue Officer (CRO) for Mexico. 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 Banking, Lending, FinTech, and Financial Services industries to identify business challenges and position solutions that drive client growth and operational efficiency.
Build and maintain executive-level relationships with business leaders, risk leaders, lending teams, and key decision-makers across strategic financial institutions.
Generate new business opportunities and expand existing relationships by identifying client needs, quantifying business impact, and developing value-based commercial strategies.
Lead consultative sales engagements by conducting discovery sessions, understanding customer pain points, and aligning solutions to measurable business outcomes.
Manage a portfolio of strategic accounts while driving cross-sell, upsell, and new solution adoption initiatives that contribute to revenue growth.
Develop and execute account plans focused on increasing wallet share, strengthening customer partnerships, and accelerating pipeline conversion.
Collaborate with Product, Technology, Operations, and Client Success teams to support customer initiatives and ensure successful solution deployment.
Maintain an active pipeline of qualified opportunities, accurately forecast revenue performance, and achieve assigned commercial targets.
Monitor industry trends, competitive activity, regulatory developments, and emerging market opportunities within the financial services ecosystem.
Serve as a trusted advisor by leveraging industry expertise in lending, risk, customer acquisition, identity, fraud, and portfolio management to help clients solve complex business challenges.
Required Knowledge and Experiences
Bachelor's degree in Business Administration, Finance, Economics, Engineering, or a related field, providing the analytical and business foundation necessary to engage with financial institutions. Equivalent professional experience within banking, lending, or financial services will also be considered.
6-8+ years of experience in consultative sales, business development, strategic account management, or enterprise client management, with a proven track record of revenue growth and client relationship development.
Strong knowledge of banking operations, consumer lending, commercial lending, credit origination, underwriting, and credit risk management, enabling meaningful business discussions with financial services clients.
Experience working within or serving banks, financial institutions, fintechs, lenders, analytics organizations, or risk-focused environments, with the ability to understand customer business challenges and opportunities.
Demonstrated ability to identify business problems, evaluate their financial impact, and recommend solutions that improve acquisition, portfolio performance, risk management, collections, fraud prevention, and business profitability.
Required Technical Skills
Strong consultative selling, strategic account planning, and opportunity management capabilities.
Experience utilizing CRM (Customer Relationship Management) platforms to manage pipelines, track opportunities, and forecast revenue performance.
Ability to conduct business discovery, financial analysis, and value-based solution positioning.
Strong executive communication, presentation, negotiation, and stakeholder management skills.
Advanced English proficiency (B2-C1) with the ability to lead business discussions, presentations, and negotiations in English.
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:
Knowledge of data analytics, risk analytics, identity verification, fraud prevention, and decisioning solutions used within the financial services sector.
Experience working with enterprise-level banking or fintech clients across multiple stakeholder groups and business functions.
Familiarity with customer acquisition strategies, portfolio management frameworks, collections optimization, and digital lending ecosystems.
Experience building executive-level business cases supported by ROI analysis and measurable customer outcomes.
Hunter-oriented sales mindset with a strong ability to uncover opportunities, create urgency, and drive new business growth within strategic accounts.
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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
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.
