Client Executive - Financial Services Sales

TransUnion • Chicago, IL

1d • 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 to drive retention, expansion, and long-term success. The role requires navigating large organizations, building strong executive relationships, and collaborating across teams to deliver value and grow revenue. This remote position may require occasional in-person attendance at work-related events at management’s discretion and reports to the Vice President of Sales.

The Client Executive manages assigned account relationships, coordinates client-facing business reviews and internal account planning, facilitates sales meetings, and works with industry executives and matrix partners to promote adoption of new products. The role represents the customer’s interests, develops account plans and strategic priorities, and partners with Client Value Executives to identify usage gaps and expansion opportunities that support retention and growth.

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, including 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, with an articulate, persuasive, and engaging communication style.
• 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.

Responsibilities

• Manage the overall relationship with assigned accounts.
• 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 resource participation.
• Collaborate with Industry Executives and matrix partners to drive adoption of new product opportunities.
• Serve as the customer’s advocate by understanding its business model and market position and translating that knowledge into successful engagements with TransUnion.
• 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

• Day-one eligibility for medical, dental, and vision coverage, plus supplemental plan options.
• Spousal, domestic partner, and other eligible dependent coverage on select plans.
• Health Savings Account and Flexible Spending Account options.
• Company-paid basic life and AD&D insurance, optional voluntary life and AD&D insurance, and short- and long-term disability coverage.
• Optional legal plan, pet insurance, and travel accident coverage.
• Adoption assistance, 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.
• Financial wellness resources, career coaching, and 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, and paid volunteer time off.
• 24/7 access to professional therapy, coaching, emotional well-being programs, guided meditation, and resources supporting physical, mental, social, and financial wellness.
• Commission earnings in addition to base pay; commission targets are generally 20%–50% of base salary and may vary by position.
• Certain positions may be eligible for long-term incentives and other payments.

What This Job Offers

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