Relationship Account Executive

TransUnion • Ridley Park, PA

1d • $37,400 - $58,000 • Hybrid

About The Position

The 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.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed