TransUnion · 5 months ago
Client Executive - Financial Services Sales
United States
Full-time
Remote
Mid, Senior Level
$65K/yr - $101K/yr
5+ years expTransUnion is a company that fosters a collaborative and innovative environment. They are seeking a Client Executive to manage relationships within the financial services sector, focusing on client engagement and strategic account planning.
Credit BureauFinancial ServicesInformation TechnologyLegal
Responsibilities
Responsibility for managing the overall relationship with assigned accounts; identifying key decision makers, influencers, buyers and sponsors
Leading and coordinating resources for client-facing business reviews and internal account planning sessions
Facilitating both client facing and internal sales meetings; ensuring appropriate resource participation
Collaborating with Industry Executives and matrix partners to drive adoption of new product opportunities
Serving as your customer's advocate; deeply understanding their business model and position within the market, and converting this knowledge into successful engagements with TransUnion
Owning the account planning process, and determining the most strategic initiatives and priorities for your customers
Reviewing usage gaps and expansion opportunities alongside our Client Value Executives in support of customer retention and expansion initiatives
Qualification
Required
Minimum of five years selling, consulting and/or business development within the financial services industry
Major account experience in a matrix environment with expertise in navigating large complex organizations, identifying buyers, influencers, and closing business within Financial Services
Proven client engagement skills, including prospecting, relationship-building, deal-making and negotiating and closing business
Exceptional communication skills and interpersonal skills. Articulate, persuasive, and engaging communication style. Ability to be extremely persistent in a pleasant and professional fashion
Preferred
Bachelor's Degree or higher, from an accredited college or university is preferred but not required, business related preferred
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
Company
TransUnion
TransUnion provides total credit protection all in one place from credit alerts, credit reports and credit scores.
10001+ employees
H1B Sponsorship
TransUnion has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (145)
2024 (134)
2023 (180)
2022 (227)
2021 (159)
2020 (186)
Funding
Current Stage
Public CompanyTotal Funding
$1.41B2018-04-26Post Ipo Debt· $1.4B
2015-06-25IPO
2014-10-16Series Unknown· $7.25M
Leadership Team
Christopher Cartwright
President and Chief Executive Officer
David Oliveira
Senior Vice President of Media Vertical Partnerships
Recent News
2026-01-09
2026-01-07
2026-01-06
Company data provided by crunchbase