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Client Executive – Financial Services Sales
TransUnion. Manage the overall relationship with assigned accounts .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing client relationships and driving business development within the financial services sector. Proven ability to engage clients, identify strategic initiatives, and facilitate successful account planning and retention efforts.
Highest-signal resume keywords
Client Engagement SkillsBusiness Development ExperienceFinancial Services ExpertiseAccount Planning Process OwnershipExceptional 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
SalesConsultingBusiness DevelopmentAccount ManagementNegotiatingClosing BusinessProspectingRelationship-BuildingIdentifying BuyersNavigating Complex Organizations
Soft Skills
Interpersonal SkillsCommunication StylePersistencePersuasivenessEngagement
Certifications & Qualifications
Bachelor's Degree
Industry Keywords
Financial ServicesMajor Account ExperienceClient RetentionExpansion OpportunitiesStrategic Initiatives
About the role
Key responsibilities & impact- 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
- Serve as the customer's advocate by understanding their business model and market position
- Convert customer knowledge into successful engagements with TransUnion
- Own the account planning process and determine strategic initiatives and customer priorities
- Review usage gaps and expansion opportunities with Client Value Executives
- Support customer retention and expansion initiatives
- Build trusted-advisor relationships with financial services clients to drive retention, expansion, and long-term success
- 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 in the United States full-time without employer support or sponsorship now or in the future
Benefits
Comp & perks- Medical, dental, and vision coverage with day-one eligibility
- Supplemental health plan options
- HSA and FSA accounts
- Company-paid basic life and AD&D insurance
- Optional voluntary life and AD&D insurance
- Short- and long-term disability coverage
- 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 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 professional therapy, coaching, and emotional well-being support
- Guided meditation and physical, mental, social, and financial wellness resources
- Remote work arrangement