Client Executive - Financial Services Sales (Midwest)

TransUnion • Indianapolis, MI

5d • $75,750 - $126,250 • Remote

About The Position

The Client Executive - Financial Services Sales (Midwest) will be a trusted advisor to financial services clients by understanding their business needs and creating strategies that drive retention, expansion, and long-term success. Proven ability to navigate large organizations, build strong executive relationships, and collaborate across teams to deliver value and grow revenue. This role reports to the Vice President of Sales. This is a remote position which may require occasional in-person attendance at work-related events at the discretion of management.

Requirements

• 5 years (minimum) selling, consulting and/or business development within the financial services industry
• Major account experience in a matrix environment with expertise in navigating large complex organizations, identifying buyers, influencers, and closing business within Financial Services
• Proven client engagement skills, including prospecting, relationship-building, deal-making and negotiating and closing business
• Exceptional communication skills and interpersonal skills. Articulate, persuasive, and engaging communication style. Ability to be extremely persistent in a pleasant and professional fashion
• Bachelor's Degree or higher from an accredited college or university, business related preferred

Responsibilities

• Responsibility for managing the overall relationship with assigned accounts; identifying key decision makers, influencers, buyers and sponsors
• Leading and coordinating resources for client-facing business reviews and internal account planning sessions
• Facilitating both client facing and internal sales meetings; ensuring appropriate resource participation
• Collaborating with Industry Executives and matrix partners to drive adoption of new product opportunities
• Serving as your customer's advocate; deeply understanding their business model and position within the market, and converting this knowledge into successful engagements with TransUnion
• Owning the account planning process, and determining the most strategic initiatives and priorities for your customers
• Reviewing usage gaps and expansion opportunities alongside our Client Value Executives in support of customer retention and expansion initiatives

Benefits

• day-one eligibility for medical, dental, and vision coverage, plus supplemental plan options
• Spousal, domestic partner, and other eligible dependent coverage is available on select plans
• Tax‑advantaged HSA and FSA accounts
• company‑paid basic life and AD&D
• optional voluntary life and AD&D for you and your family
• short‑ and long‑term disability
• legal plan
• pet insurance
• travel accident coverage
• adoption assistance
• fertility planning coverage
• caregiver support
• Dependent Care FSA for possibility of an employer match
• complimentary Care@Work membership
• up to 12 weeks of paid parental leave with eligibility for a thoughtful, gradual return
• 401(k) with employer match
• Employee Stock Purchase Plan (ESPP)
• financial wellness resources
• career coaching
• optional long‑term care insurance
• tuition reimbursement
• flexible time off for exempt employees or paid time off for nonexempt employees
• up to 12 paid holidays per year
• commuter benefits
• employee discounts
• charitable gift matching
• paid volunteer time off
• corporate volunteer events
• 24/7 support including professional therapy, coaching, and emotional well‑being programs
• guided meditation and resources that support physical, mental, social, and financial wellness

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level