Client Value Executive – Financial Services

🔥 0 minutes ago

🌵 Arizona, California, +3 more states – Remote

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💵 $63k - $105k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💸 Financial Planning and Analysis (FP&A)

🚫👨‍🎓 No degree required

🦅 H1B Visa Sponsor

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👻 Ghost score 0%

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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

• Partner with Client Executives to manage and grow client relationships • Ensure high 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 • Serve as a key client 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 • Coordinate reporting and account support activities • Serve as a trusted advisor to Financial Services clients • Leverage business acumen, problem-solving, and cross-functional collaboration to maximize product adoption and deliver value

🎯 Requirements

• Bachelor’s degree in business or related field is preferred • 2+ years of sales and account management experience • Proven 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 • Ability to leverage internal partnerships and resources to support customers and drive business outcomes • Preferred background in Financial Services, Salesforce, and data-driven insights • Ability to communicate TransUnion's value proposition and business impact effectively • Must be authorized to work in the United States full-time without employer support or sponsorship now or in the future

🏖️ Benefits

• Day-one medical, dental, and vision coverage • Supplemental plan options • HSA and FSA accounts • Company-paid basic life and AD&D insurance • Optional voluntary life and AD&D insurance • Short- and long-term disability coverage • Legal plan • Pet insurance • 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 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 professional therapy, coaching, and emotional well-being support • Guided meditation and physical, mental, social, and financial wellness resources

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