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Client Executive – Financial Services Sales
TransUnion. Serve as a trusted advisor to financial services clients .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client engagement and relationship management within the financial services sector, with a strong focus on strategic account planning, retention, and expansion initiatives. Proven ability to navigate complex organizations and effectively communicate with key decision-makers to drive business success.
Highest-signal resume keywords
Client Engagement SkillsBusiness Development ExperienceAccount Planning Process OwnershipFinancial Services Industry ExpertiseExceptional Communication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
ConsultingSalesNegotiatingClosing BusinessProspectingRelationship-BuildingDeal-MakingAccount ManagementStrategic InitiativesMarket Position Analysis
Soft Skills
Interpersonal SkillsArticulate CommunicationPersuasive CommunicationPersistenceEngaging Communication Style
Certifications & Qualifications
Bachelor's Degree
Industry Keywords
Financial ServicesMajor Account ExperienceMatrix EnvironmentClient RetentionExpansion OpportunitiesCustomer AdvocacyBusiness ReviewsInternal Account PlanningResource CoordinationDecision Makers Identification
About the role
Key responsibilities & impact- Serve as a trusted advisor to financial services clients
- Understand client business needs and create strategies that drive retention, expansion, and long-term success
- Manage the overall relationship with assigned accounts
- Identify key decision makers, influencers, buyers, and sponsors
- Lead and coordinate resources for client-facing business reviews and internal account planning sessions
- Facilitate client-facing and internal sales meetings and ensure appropriate resource participation
- Collaborate with Industry Executives and matrix partners to drive adoption of new product opportunities
- Advocate for customers by understanding their business models and market positions
- Convert customer knowledge into successful engagements with TransUnion
- Own the account planning process and determine strategic initiatives and priorities
- Review usage gaps and expansion opportunities with Client Value Executives
- Support customer retention and expansion initiatives
- Report to the Vice President of Sales
Requirements
What you’ll need- Minimum 5 years selling, consulting and/or business development within the financial services industry
- Major account experience in a matrix environment
- Expertise navigating large, complex organizations
- Experience identifying buyers and influencers and closing business within Financial Services
- Proven client engagement skills, including prospecting, relationship-building, deal-making, negotiating, and closing business
- Exceptional communication and interpersonal skills
- Articulate, persuasive, and engaging communication style
- Ability to be extremely persistent in a pleasant and professional fashion
- Bachelor's Degree or higher from an accredited college or university; business-related degree preferred
- Must be authorized to work full-time in the United States without employer support or sponsorship now or in the future
Benefits
Comp & perks- Day-one eligibility for medical, dental, and vision coverage
- Supplemental plan options
- Spousal, domestic partner, and eligible dependent coverage on select plans
- Tax-advantaged HSA and FSA accounts
- Company-paid basic life and AD&D insurance
- Optional voluntary life and AD&D insurance
- Short- and long-term disability
- Optional legal plan, pet insurance, and 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 eligibility for a 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 support including professional therapy, coaching, and emotional well-being programs
- Guided meditation and physical, mental, social, and financial wellness resources
- Work/life flexibility
- Professional development resources