Business Development Executive, Financial Services

TransUnionBurlington, PE
CA$110,000 - CA$147,000Remote

About The Position

TransUnion is seeking a Business Development Executive with exceptional sales and customer-facing expertise for its Financial Services Sales Team. This is a remote position that may require occasional in-person attendance at work-related events at the discretion of management. The role is responsible for managing the overall relationship with assigned customers in the Financial Services vertical, identifying key decision-makers, influencers, buyers, and sponsors. The objective is to maximize account penetration by increasing the depth and breadth of company solutions across the customer's organization. The executive will use business intelligence to create connections within selling and buying organizations to generate sales, encourage information exchange, and provide relevant solutions. Maintaining and improving sales to meet and exceed revenue goals is crucial for client revenue growth and future profitability. Establishing long-term customer relationships and developing a partnership strong enough to withstand major obstacles is a key aspect of the role. The executive will coordinate the sales and RFX process by securing internal resources, scheduling team conference calls, delegating assignments, coordinating responses, and ensuring customer expectations are met or exceeded. Identifying opportunities for product development and creatively building on data to drive product or service enhancements is also expected. Leading the external planning process with individual clients to guarantee client acknowledgment of key business issues and recommended company solutions and resources to address issues and opportunities is part of the role. Solving client problems and diffusing escalated matters, along with providing documentation of issues and root causes for future issue avoidance, are important responsibilities. Building and leveraging relationships with other corporate departments, including accounting, operations, and other sales groups, is necessary to meet customer needs. Proactively researching and staying astute of industry changes, and driving education of the customer and other members of the sales staff, are also key duties. Other related duties as assigned will be part of the role.

Requirements

  • In-depth experience of the retail credit or consumer credit reporting industries.
  • 5 years of enterprise sales or account management experience working in Canadian Financial Services, B2B, data or technology services.
  • Excellent oral and written communication skills (bilingual preferred but not required).
  • A high performer with an engaging, adaptable and goal-oriented personality.
  • Previous exposure to a long and complex sales cycle and the ability to effectively create and execute a sales plan to gain market share and increase market penetration.
  • Skilled at building a strategic pipeline and foreseeing advanced opportunities.
  • An innate relationship builder adept to building sustainable affiliations with customers.
  • A trusted advisor who skillfully earns the respect of colleagues and customers.
  • A skilled presenter who can connect and engage with customers with a high degree of comfort & confidence.
  • Superior organizational skills with the ability to handle concurrent projects.
  • Ability to successfully interact with front-line actuaries and upper management to present solutions and resolve problems.
  • Team oriented with the ability to communicate with both technical and non-technical customers.
  • Aware of the legislative environment in which the customer is operating and has a working knowledge of all compliance related issues and procedures.
  • Proficiency in MS Office Suite, including PowerPoint & Excel.

Nice To Haves

  • A University/College degree is preferred in business, communications, marketing or an equivalent combination of education, training and experience.

Responsibilities

  • Manage the overall relationship with assigned customers in the Financial Services vertical.
  • Identify key decision makers, influencers, buyers, and sponsors within customer organizations.
  • Maximize account penetration by increasing depth and breadth of company solutions across the customer’s organization.
  • Use business intelligence to create connections between and within selling and buying organizations to generate sales, encourage information exchange, and provide relevant solutions.
  • Maintain and improve sales to meet and exceed revenue goals to ensure client revenue growth and future profitability.
  • Establish long-term relationships with customers and develop a partnership strong enough to withstand major obstacles.
  • Coordinate the sales and RFX process by securing internal resources, scheduling team conference calls, delegating assignments, coordinating responses, and ensuring customer expectations are met or exceeded.
  • Identify opportunities for product development and creatively build on data to drive product or service enhancements.
  • Lead external planning process with individual clients to guarantee client acknowledgement of key business issues and recommended company solutions and resources to address issues and opportunities.
  • Solve client problems and diffuse escalated matters.
  • Provide documentation of issues and root causes for future issue avoidance.
  • Build and leverage relationships with other corporate departments, including accounting, operations, and other sales groups, to meet the needs of the customer.
  • Proactively research and remain astute of industry changes; drive education of the customer and other members of sales staff.
  • Complete other related duties as assigned.

Benefits

  • Accommodation is available, including for applicants with disabilities, in accordance with applicable laws.
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service