Relationship Account Executive

TransUnion

Account Executive managing a $1M portfolio within financial services. Driving revenue through consultative management while identifying upsell opportunities in a hybrid role.

Posted 6/4/2026full-timeCrum Lynne • Florida, Pennsylvania • 🇺🇸 United StatesJuniorMid-Level💰 $37,400 - $58,000 per yearWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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.

Benefits

Comp & perks

Enjoy day-one eligibility for medical, dental, and vision coverage, plus supplemental plan options.
Spousal, domestic partner, and other eligible dependent coverage is available on select plans.
Choose tax‑advantaged HSA and FSA accounts to make everyday care more affordable.
Company‑paid basic life and AD&D, optional voluntary life and AD&D for you and your family, and short‑ and long‑term disability.
Opt into a legal plan, pet insurance, and travel accident coverage.
Adoption assistance and fertility planning coverage to caregiver support.
Access Dependent Care FSA for possibility of an employer match, a complimentary Care@Work membership, and up to 12 weeks of paid parental leave with eligibility for a thoughtful, gradual return.
401(k) with employer match and Employee Stock Purchase Plan (ESPP).
Tap financial wellness resources, career coaching, and optional long‑term care insurance to plan confidently.
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, and paid volunteer time off, plus corporate volunteer events that make it easy to give back.
Access 24/7 support including professional therapy, coaching, and emotional well‑being programs alongside guided meditation and resources that support physical, mental, social, and financial wellness.

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

sales techniquesaccount managementupsellingcross-sellingpost-sales documentationcase management

Soft Skills

customer relationship managementconsultative sellingproblem-solvingcommunicationcollaboration