Client Value Executive - Financial Services
About The Position
The Client Value Executive - Financial Services is a client-facing sales and account management role that partners closely with Client Executives to drive client satisfaction, support product implementation, and identify revenue growth opportunities through upselling and cross-selling. The role serves as a trusted advisor to Financial Services clients, using business acumen, problem-solving, and cross-functional collaboration to maximize product adoption and deliver value. It reports directly to the Sales Manager. The position is remote and may require occasional in-person attendance at work-related events at management’s discretion.
Requirements
- At least 2 years of sales and account management experience.
- Demonstrated ability to build relationships and deliver exceptional service to business clients.
- Strong business acumen, problem-solving, and project management skills.
- Ability to take ownership of deliverables and resolve client and account issues.
- Experience collaborating across matrixed organizations and leveraging internal partnerships and resources to support customers and drive business outcomes.
Nice To Haves
- Bachelor’s degree in business or a related field.
- Background in Financial Services.
- Experience with Salesforce and data-driven insights.
- Ability to communicate TransUnion’s value proposition and business impact effectively.
Responsibilities
- Partner with Client Executives to manage and grow client relationships, ensuring customer satisfaction and retention.
- Collaborate with Industry Executives, product teams, and cross-functional partners to identify and advance sales opportunities.
- Drive product adoption and implementation, serving as a client point of contact to resolve issues, address usage gaps, and provide ongoing support.
- Expand revenue through upsell and cross-sell opportunities.
- Capture client feedback, maintain Salesforce data integrity, and coordinate reporting and account support activities.
Benefits
- Medical, dental, and vision coverage, with day-one eligibility, plus supplemental plan options.
- 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, and up to 12 weeks of paid parental leave with eligibility for a gradual return.
- Dependent Care FSA, potentially with an employer match, and a complimentary Care@Work membership.
- 401(k) with employer match and Employee Stock Purchase Plan.
- Financial wellness resources and career coaching.
- 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.
- Access to 24/7 professional therapy, coaching, emotional well-being programs, guided meditation, and resources supporting physical, mental, social, and financial wellness.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
