TransUnion · 4 days ago
Relationship Account Executive II
Crum Lynne, Pennsylvania
Full-time
Hybrid
Entry, Mid Level
$37K/yr - $58K/yr
2+ years expTransUnion is a company that provides financial institutions with data and solutions to manage customer relationships. The Relationship Account Executive II will maintain and generate revenue from a portfolio of existing clients while providing sales and service assistance for a specific territory.
Credit BureauFinancial ServicesInformation TechnologyLegal
Responsibilities
You will be responsible for maintaining and generating revenue from growth of existing client portfolio, new prospects and inactive accounts by marketing appropriate TransUnion products and services
Provide sales and relationship management to an existing customer portfolio of approximately 300 small to mid-sized accounts for a specific assigned territory of $2M to $3M in annual revenue
As the primary point of contact, assist in responding to and resolving customer’s inquiries including but not limited to pricing, reporting, products, billing/collections, system/technical, compliance, and legal
Pre-sales call preparation including customer research using customer website, Callahan, NCUA, FDIC, and internal resources
Responsible for post sales and customer service call documentation including logging notes/calls in Salesforce, setting follow up tasks and logging cases for non-sales inquiries
Post sales call, work with sales manager and/or pricing team on pricing, follow up on contracts and supporting documentation
Responsible for submitting Services Work Order, billing memos, and Batch request
Contact and sell warm leads and onboard new customers through credentialing process
Price negotiation concerning market share acquisition
Achieve or exceed annual growth targets
You will develop creative solutions that best enhance and match the customers’ needs
Participate in individual and team based campaigns and achieve minimum growth requirements
Coordinate internal and external conference calls with SME, BCS, Strategic Pricing, Compliance, Legal and other internal/external groups
In this role, you will also evaluate and analyze accounts for cross selling and up selling opportunities
Ability to learn and master multiple internal and external systems including Salesforce, TUBS, CPQ, SCM, CLM, Onbase, ePresent, TU Direct, CTS portal, AWS, Gong, Teams, and Outlook
Qualification
Required
Bachelor degree or equivalent work experience
Minimum 2 years related inside sales experience, preferably in the financial services industry
Demonstrated aptitude in sales or marketing techniques with proven ability to cultivate customer relationships
Must demonstrate consultative skills when calling on customers, effectively utilizing a certain degree of influence and persuasion
Ability to learn and master multiple internal and external systems including Salesforce, TUBS, CPQ, SCM, CLM, Onbase, ePresent, TU Direct, CTS portal, AWS, Gong, Teams, and Outlook
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
BiometricUpdate.com
2026-01-16
Company data provided by crunchbase