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Team Overview
The Financial Services, Fintech, and Microfinance team is responsible for driving revenue growth and expanding TransUnion's strategic footprint across the financial ecosystem in Mexico. The team partners with banks, fintechs, lenders, microfinance institutions, and other financial organizations to deliver data, analytics, risk, fraud, and decisioning solutions that help clients achieve their business objectives. This team reports to the Country Commercial Leader / General Manager and works closely with Product, Operations, Technology, Compliance, and Client Success teams to deliver measurable client value.Role Overview And Core Responsibilities
Role Overview and Core Responsibilities
Lead the commercial strategy for the Financial Services, Fintech, and Microfinance portfolio, ensuring achievement of annual revenue, growth, and profitability targets.
Manage, coach, and develop a high-performing sales organization, establishing clear objectives, performance expectations, and growth plans for team members.
Build and maintain executive-level relationships with key client stakeholders, including business, risk, product, strategy, and marketing leaders.
Identify, develop, and close new business opportunities while expanding existing client relationships through consultative and solution-based selling.
Develop and execute strategic account plans that increase market penetration, wallet share, and long-term customer retention.
Own pipeline generation, opportunity advancement, forecasting accuracy, and overall portfolio performance against sales targets.
Collaborate with Product, Operations, Technology, Compliance, Legal, Data Acquisition, and Client Success teams to ensure successful solution delivery and client outcomes.
Analyze industry trends, client priorities, and competitive dynamics to identify growth opportunities and influence go-to-market strategy.
Lead complex commercial negotiations and business discussions that drive revenue growth and strategic partnerships.
Ensure consistent execution of client segmentation, engagement planning, and sales effectiveness initiatives across the portfolio.
Required Knowledge and Experiences
10+ years of sales leadership experience within Financial Services, Fintech, Microfinance, Banking, Lending, or related industries, with a proven track record of achieving revenue growth and business expansion.
Deep knowledge of the Financial Services, Fintech, and Microfinance ecosystem, including market trends, customer challenges, risk management practices, and digital transformation initiatives, to effectively identify and develop commercial opportunities.
Experience managing executive-level client relationships, with the ability to engage and influence C-level stakeholders on strategic business initiatives and solution adoption.
Bachelor’s degree in Business, Finance, Economics, Marketing, or a related field, or equivalent professional experience demonstrating commercial leadership, strategic planning, and business development expertise. MBA or postgraduate studies are preferred.
Experience working in cross-functional and matrixed environments, coordinating internal stakeholders to develop solutions, execute complex sales strategies, and achieve client outcomes.
Required Technical Skills
Customer Relationship Management (CRM) platforms for pipeline management, forecasting, account planning, and sales performance tracking.
Sales forecasting and revenue management tools to accurately manage business performance, opportunity progression, and commercial planning.
Data analysis and business intelligence tools to evaluate portfolio performance, identify growth opportunities, and support strategic decision-making.
Executive presentation and proposal development tools (e.g., Microsoft PowerPoint, Excel, and related business productivity applications) to communicate value propositions and business cases.
Strategic account management methodologies and consultative selling frameworks used to manage complex enterprise sales cycles and multi-stakeholder 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:
Experience working with credit risk, fraud prevention, identity, analytics, decisioning, or data-driven solutions within the financial sector.
Demonstrated success developing innovative commercial strategies that create new market opportunities or client segments.
Experience selling complex enterprise solutions that require coordination across multiple internal and external stakeholders.
Strong business consulting and advisory capabilities that enable the identification and resolution of strategic client challenges.
Experience presenting to senior executives, boards, and industry leaders, with exceptional communication and storytelling skills.
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
Sales Director, Account Dev - Direct Sales
Skills Required
- 10+ years of sales leadership experience in Financial Services, Fintech, Microfinance, Banking, Lending, or related industries
- Proven track record of achieving revenue growth and business expansion
- Deep knowledge of the Financial Services, Fintech, and Microfinance ecosystem
- Experience managing executive-level client relationships and influencing C-level stakeholders
- Bachelor’s degree in Business, Finance, Economics, Marketing, or a related field, or equivalent professional experience
- Experience working in cross-functional and matrixed environments
- Experience with CRM platforms for pipeline management, forecasting, account planning, and sales performance tracking
- Experience with sales forecasting and revenue management tools
- Experience with data analysis and business intelligence tools
- Experience with executive presentation and proposal development tools, including Microsoft PowerPoint and Excel
- Experience with strategic account management methodologies and consultative selling frameworks
- MBA or postgraduate studies
- Experience with credit risk, fraud prevention, identity, analytics, decisioning, or data-driven financial-sector solutions
- Success developing innovative commercial strategies that create new markets or client segments
- Experience selling complex enterprise solutions involving multiple stakeholders
- Strong business consulting and advisory capabilities
- Experience presenting to senior executives, boards, and industry leaders
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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Hybrid Workspace
Employees engage in a combination of remote and on-site work.
