Client Executive - Financial Services Sales

TransUnion • Chicago, IL

3d • $75,750 - $126,250 • Remote

About The Position

The Client Executive - Financial Services Sales serves as a trusted advisor to financial services clients, understanding their business needs and developing strategies that support retention, expansion, and long-term success. The role requires navigating large organizations, building executive relationships, and collaborating across teams to deliver client value and grow revenue. This is a remote position that may require occasional attendance at work-related events in person at management’s discretion. The position reports to the Vice President of Sales.

The Client Executive manages assigned account relationships, leads account planning and client business reviews, and coordinates internal and client-facing meetings. Working with Industry Executives, matrix partners, and Client Value Executives, the role supports adoption of new products and identifies usage gaps and expansion opportunities. The Client Executive acts as the customer’s advocate by understanding each client’s business model and market position and turning that knowledge into successful engagements.

The position is eligible for base pay and commission. The stated U.S. base salary range is $75,750–$126,250 annually; commission targets are generally 20%–50% of base salary and may vary by position. Actual compensation may depend on factors including education, training, experience, skills, location, industry knowledge, responsibilities, and market considerations.

Requirements

• At least 5 years of selling, consulting, and/or business-development experience within the financial services industry.
• Major-account experience in a matrix environment, with expertise navigating large, complex organizations, identifying buyers and influencers, and closing business within Financial Services.
• Proven client-engagement skills, including prospecting, relationship-building, deal-making, negotiating, and closing business.
• Exceptional communication and interpersonal skills; an articulate, persuasive, and engaging communication style; and the ability to be persistent in a pleasant and professional manner.
• Bachelor’s degree or higher from an accredited college or university.

Nice To Haves

• A business-related degree is preferred.

Responsibilities

• Manage the overall relationship with assigned accounts and identify key decision makers, influencers, buyers, and sponsors.
• Lead and coordinate resources for client-facing business reviews and internal account-planning sessions.
• Facilitate client-facing and internal sales meetings and ensure appropriate resources participate.
• Collaborate with Industry Executives and matrix partners to drive adoption of new product opportunities.
• Serve as the customer’s advocate by understanding the customer’s business model and market position and converting that knowledge into successful engagements.
• Own the account-planning process and determine strategic initiatives and priorities for customers.
• Review usage gaps and expansion opportunities with Client Value Executives to support customer retention and expansion initiatives.

Benefits

• Medical, dental, and vision coverage, with day-one eligibility, plus supplemental plan options.
• Spousal, domestic partner, and other eligible dependent coverage on select plans.
• Health Savings Account (HSA) and Flexible Spending Account (FSA) options.
• Company-paid basic life and AD&D insurance; optional voluntary life and AD&D coverage; short- and long-term disability.
• Optional legal plan, pet insurance, and travel accident coverage.
• Adoption assistance and fertility planning coverage.
• Caregiver support, Dependent Care FSA with the possibility of an employer match, and complimentary Care@Work membership.
• Up to 12 weeks of paid parental leave with eligibility for a gradual return.
• 401(k) with employer match and Employee Stock Purchase Plan (ESPP).
• Financial wellness resources and 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 and employee discounts.
• Charitable gift matching and paid volunteer time off, plus corporate volunteer events.
• 24/7 professional therapy, coaching, emotional well-being programs, guided meditation, and physical, mental, social, and financial wellness resources.

What This Job Offers

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