Client Executive – Financial Services Sales

🔥 0 minutes ago

🏄 California, Illinois – Remote

infoinfo

💵 $75.8k - $126.3k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧑‍💼 Account Executive

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Logo of TransUnion

TransUnion

10,000+ employees

Founded 1968

💼 Consulting

📣 Marketing

📦 Logistics

💰 Post-IPO Debt on 2018-04

Consulting • Marketing • Logistics

TransUnion is a global credit information and insights company based in the United States. It offers a range of products and services related to credit monitoring, identity theft protection, and credit report management, including free annual credit reports, fraud alerts, and credit freezing services. TransUnion uses the VantageScore® 3. 0 model to provide credit scores, although lenders may use different models to assess creditworthiness. It provides powerful tools for consumers to manage and understand their credit health, such as credit monitoring with alerts and ID theft insurance. TransUnion serves various industries, including financial services, automotive, and media, and is committed to financial inclusion, data security, and consumer privacy. It also provides business solutions for credit portfolio management, customer acquisition, debt recovery, and fraud prevention.

📋 Description

• Serve as a trusted advisor to financial services clients • Understand client business needs and create strategies that drive retention, expansion, and long-term success • Manage the overall relationship with assigned accounts • Identify key decision makers, influencers, buyers, and sponsors • Lead and coordinate resources for client-facing business reviews and internal account planning sessions • Facilitate client-facing and internal sales meetings and ensure appropriate resource participation • Collaborate with Industry Executives and matrix partners to drive adoption of new product opportunities • Advocate for customers by understanding their business models and market positions • Convert customer knowledge into successful engagements with TransUnion • Own the account planning process and determine strategic initiatives and priorities • Review usage gaps and expansion opportunities with Client Value Executives • Support customer retention and expansion initiatives • Report to the Vice President of Sales

🎯 Requirements

• Minimum 5 years selling, consulting and/or business development within the financial services industry • Major account experience in a matrix environment • Expertise navigating large, complex organizations • Experience identifying buyers and influencers and closing business within Financial Services • Proven client engagement skills, including prospecting, relationship-building, deal-making, negotiating, and closing business • Exceptional communication and interpersonal skills • Articulate, persuasive, and engaging communication style • Ability to be extremely persistent in a pleasant and professional fashion • Bachelor's Degree or higher from an accredited college or university; business-related degree preferred • Must be authorized to work full-time in the United States without employer support or sponsorship now or in the future

🏖️ Benefits

• Day-one eligibility for medical, dental, and vision coverage • Supplemental plan options • Spousal, domestic partner, and eligible dependent coverage on select plans • Tax-advantaged HSA and FSA accounts • Company-paid basic life and AD&D insurance • Optional voluntary life and AD&D insurance • Short- and long-term disability • Optional legal plan, pet insurance, and travel accident coverage • Adoption assistance and fertility planning coverage • Caregiver support • Dependent Care FSA with possibility of employer match • Complimentary Care@Work membership • Up to 12 weeks of paid parental leave with eligibility for a 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 physical, mental, social, and financial wellness resources • Work/life flexibility • Professional development resources

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