Relationship Account Executive

TransUnion•Boca Raton, PA

4d•Hybrid

About The Position

TransUnion's Financial Services team serves as the trusted partner for TransUnion's small and mid-sized financial institution clients, combining consultative selling, customer relationship management, and solution expertise to drive client success. Team members manage a diverse portfolio of accounts, uncover growth opportunities through upselling and cross-selling, and collaborate across the organization to deliver innovative data and risk solutions that help customers make informed business decisions. This role reports directly to the Sales Manager of the Sales Management division. This is a hybrid position and involves regular performance of job responsibilities virtually as well as in-person at an assigned TU office location for a minimum of two days a week. We are looking for a Relationship Account Executive to join our successful Inside Sales and Support team. The focus of this inside sales role is to provide sales and service assistance to a select portfolio of existing accounts for a specific assigned territory of about $2 million to $3 million. You will be responsible for maintaining and generating revenue from growth of existing client portfolio, new prospects and inactive accounts by marketing appropriate TransUnion products and services.

Requirements

Bachelor’s degree or equivalent work experience.
Minimum 2 years related inside sales experience, preferably in the financial services industry.
Salesforce.
Customer research using customer websites, Callahan, NCUA, FDIC, and internal resources.

Nice To Haves

Demonstrated aptitude in sales or marketing techniques with proven ability to cultivate customer relationships.

Responsibilities

Provide sales and relationship management to an existing customer portfolio of approximately 300 small to mid-sized accounts for a specific assigned territory of $2M to $3M in annual revenue.
As the primary point of contact, assist in responding to and resolving customer’s inquiries including but not limited to pricing, reporting, products, billing/collections, system/technical, compliance, and legal.
Pre-sales call preparation including customer research using customer website, Callahan, NCUA, FDIC, and internal resources.
Responsible for post sales and customer service call documentation including logging notes/calls in Salesforce, setting follow up tasks and logging cases for non-sales inquiries.
Demonstrated aptitude in sales or marketing techniques with proven ability to cultivate customer relationships.
Must demonstrate consultative skills when calling on customers, effectively utilizing a certain degree of influence and persuasion.

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 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.