Client Value Executive - Financial Services
About The Position
The Client Value Executive - Financial Services role is a client-facing sales and account management role that partners closely with Client Executives to drive client satisfaction, support product implementation, and identify opportunities for revenue growth through upsell and cross-sell initiatives. The position serves as a trusted advisor to Financial Services clients, leveraging strong business acumen, problem-solving skills, and cross-functional collaboration to maximize product adoption and deliver value. This role will report directly to the Sales Manager. This is a remote position which may require occasional in-person attendance at work-related events at the discretion of management.
Requirements
- Bachelor’s degree in business or related field is preferred
- 2+ years of sales and account management experience, with a proven ability to build relationships and deliver exceptional service to business clients.
- Strong business acumen, problem-solving, and project management skills, with the ability to take ownership of deliverables and successfully resolve client and account issues.
- Experience collaborating across matrixed organizations, leveraging internal partnerships and resources to support customers and drive business outcomes.
Nice To Haves
- Preferred background in Financial Services, Salesforce, and data-driven insights, with the ability to effectively communicate TransUnion's value proposition and business impact
Responsibilities
- Partner with Client Executives to manage and grow client relationships, ensuring a high level of customer satisfaction and retention.
- Support business development efforts by collaborating with Industry Executives, product teams, and cross-functional partners to identify and advance sales opportunities.
- Drive product adoption and implementation, serving as a key point of contact for clients to resolve issues, address usage gaps, and deliver ongoing support.
- Expand revenue through upsell and cross-sell opportunities while capturing client feedback, maintaining Salesforce data integrity, and coordinating reporting and account support activities.
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 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.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
