Client Value Executive - Financial Services
About The Position
The Client Value Executive (CVE) serves as the operational leader for strategic financial services accounts, driving operating rigor, cross-functional coordination, and strong day-to-day client health. They establish and run a disciplined operating model—spanning reporting, billing, risk management, and execution cadence—to improve predictability, transparency, and performance. The CVE also leads escalations, maintains executive-ready communication, and partners with stakeholders to protect, optimize, and grow account value. This role will report directly to the Sales Director. This is a remote position which may require occasional in-person attendance at work-related events at the discretion of management.
Requirements
- 5+ years of experience leading complex, high-stakes enterprise programs or service delivery engagements with strong ownership, urgency, and accountability.
- Operate effectively in highly matrixed environments, driving alignment and execution without direct authority.
- Apply experience in financial services or regulated, data-driven industries to ensure compliance with risk and control frameworks.
- Experience supporting large financial institutions or credit unions.
- Understanding of client needs in regulated environments.
- Background in analytics, reporting, implementation, or migration delivery to support data-driven solutions and client outcomes.
- Familiarity with enterprise data, analytics, or credit solutions (e.g., TransUnion or similar organizations).
- Ability to apply technical and client-facing experience.
Responsibilities
- Serve as the operational leader for strategic financial services accounts.
- Drive operating rigor, cross-functional coordination, and strong day-to-day client health.
- Establish and run a disciplined operating model spanning reporting, billing, risk management, and execution cadence.
- Improve predictability, transparency, and performance for accounts.
- Lead escalations and maintain executive-ready communication.
- Partner with stakeholders to protect, optimize, and grow account value.
- Support solution adoption, delivery, and continuous improvement.
- Manage escalations and stakeholder communication proactively to maintain client confidence and resolve issues efficiently.
- Design and implement program operating cadences, leveraging reporting, workflow, and financial tools to drive transparency, track performance, and deliver measurable outcomes.
Benefits
- Day-one eligibility for medical, dental, and vision coverage.
- 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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
