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Client Value Executive – Financial Services, Contact Center Solutions
TransUnion. Manage and grow a strategic portfolio of Financial Services clients .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in consultative account management and sales within the Financial Services sector, focusing on client relationship building, revenue retention, and growth. Proficient in managing the full sales cycle and leveraging technology solutions to drive client success.
Highest-signal resume keywords
Consultative Account ManagementSales Cycle ManagementClient Relationship BuildingSalesforce ProficiencyContact Center Solutions
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales ManagementRevenue ForecastingProject ManagementData AnalysisTechnical Solutions Selling
Soft Skills
NegotiationPresentationCollaborationCommunicationProblem-Solving
Tools & Technologies
SalesforceMicrosoft SuiteReporting ToolsFinancial Tools
Industry Keywords
Financial ServicesClient Portfolio ManagementContact CenterEmerging TechnologiesQuarterly Business Reviews
About the role
Key responsibilities & impact- Manage and grow a strategic portfolio of Financial Services clients
- Build strong client relationships and support day-to-day client needs
- Protect and retain existing revenue by understanding client priorities, challenges, and opportunities
- Identify growth opportunities within existing accounts
- Partner with Sales and internal account teams to expand relationships and drive incremental revenue
- Lead Quarterly Business Reviews, ongoing education, and thought leadership around Contact Center solutions
- Coordinate cross-functional teams to resolve service, billing, technology, product, and delivery issues
- Maintain Salesforce documentation, renewal forecasting, and account planning
- Stay current on Financial Services trends, emerging technologies, and competitors
- Report directly to the Sales Director
Requirements
What you’ll need- 5+ years of experience selling or supporting consultative solutions in a technical, complex, and fast-paced environment
- Experience managing the full sales cycle from identifying client needs through closing and implementation
- Proven track record of retaining and growing a client portfolio
- Strong consultative account management and sales skills
- Strong client relationship, negotiation, presentation, and project management skills
- Ability to communicate complex technical concepts effectively
- Highly collaborative, curious, and results-driven
- Ability to bring internal teams together, solve client challenges, and drive innovative solutions
- Contact Center and data experience are strong pluses
- Proficient in Microsoft suite, Salesforce, and financial, usage, and reporting tools
- Must be authorized to work in the United States full-time without current or future employer sponsorship
Benefits
Comp & perks- Day-one medical, dental, and vision coverage
- Supplemental 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 insurance
- Legal plan
- Pet insurance
- Travel accident coverage
- Adoption assistance
- 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 eligibility
- 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