Relationship Account Executive
About The Position
TransUnion's Inside Sales Financial Services team supports small to mid-sized financial institutions, including banks, credit unions, finance companies, and reseller partners across mortgage, tenant, and employment screening segments. This team plays a key role in managing and growing existing customer relationships through consultative account management, upsell, and cross-sell opportunities within the reseller channel. The role sits within a collaborative, high growth sales environment focused on delivering value-driven solutions and long-term customer partnerships. This role reports directly to the Sales Director of the Sales Management division.
Requirements
- 2+ years of inside sales or related experience, with a demonstrated ability to apply effective sales and marketing techniques
- Proven success building and maintaining strong customer relationships
- Ability to quickly learn and navigate multiple internal and external systems (e.g., Salesforce, Gong, CPQ, CLM, Teams, Outlook)
- Proficiency in Microsoft Office tools, including Excel, PowerPoint, Outlook, and OneNote
Responsibilities
- Manage and grow a ~$1M portfolio of existing accounts within an assigned territory, driving revenue through consultative account management
- Identify and execute upsell and cross-sell opportunities within the reseller channel and existing book of business, while engaging warm leads to generate incremental revenue
- Serve as the primary point of contact for customer inquiries, resolving issues related to pricing, products, billing, systems, compliance, and legal matters
- Meet or exceed activity metrics (e.g., 25 calls or 1.5 hours of talk time) and coordinate cross-functional support with internal teams (e.g., Pricing, Compliance, Legal)
- Maintain accurate post-sales documentation, including call notes, follow-ups, and case management in Salesforce and other internal systems
- Partner with sales leadership and pricing teams post-call to support pricing, contracts, and required documentation
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
