Client Value Executive – Account Management, Financial Services
TransUnion
full-time
Posted on:
Location Type: Remote
Location: Colorado • Illinois • United States
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Salary
💰 $63,000 - $105,000 per year
About the role
- Collaborate with Client Executive in overall management of accounts and ensure client satisfaction & retention
- Responsible for closing the opportunity in salesforce, ensuring all required elements are input accurately and execution timelines and requirements are feasible
- Responsible for product implementation & solution success with client
- Communicate with client on a regular, established cadence to identify gaps in product usage and resolve issues
- Responsible for expansion, upsell/cross-sell
- Responsible for gathering Voice of User feedback (competitive insight, use cases)
- Work closely with Sales Support team to complete administrative tasks requested by client & ensure accurate billing
Requirements
- 3+ years direct sales experience with large FI’s
- Desire to cross-sell/up-sell solutions to existing clients
- Strong business acumen & Financial Services and Auto or Mortgage industry experience with the ability to articulate TransUnion’s value proposition
- Experience with managing, expanding & renewing high value contracts with clients and legal teams
- Established problem solving skills & project management experience
- Ability to navigate the TU internal matrix and identify the appropriate resources
- Project management experience
- Familiar with Microsoft Office Suite i.e. Outlook, Excel, PowerPoint, Word etc.
Benefits
- flexible time off for exempt associates
- paid time off for non-exempt associates
- up to 12 paid holidays per year
- health benefits (including medical, dental, and vision plan options and health spending accounts)
- mental health support
- disability benefits
- up to 12 weeks of paid parental leave
- adoption assistance
- fertility planning coverage
- legal benefits
- long-term care insurance
- commuter benefits
- tuition reimbursement
- charity gift matching
- employee stock purchase plan
- 401(k) retirement savings with employer match
- access to TransUnion’s Employee Resource Groups
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
salesforceproject managementcontract managementupsellingcross-sellingclient managementproduct implementationadministrative tasksbilling accuracy
Soft Skills
client satisfactionproblem solvingbusiness acumencommunicationcollaboration