Client Executive – Financial Services Sales

This is a fully remote position, open to applicants in California, +1 more state.

📋 Description

• Act as a reliable advisor to clients in the financial services sector

• Comprehend client business requirements and formulate strategies that enhance retention, growth, and long-term prosperity

• Oversee the overall relationship with designated accounts

• Identify key decision-makers, influencers, purchasers, and advocates

• Lead and coordinate resources for both client-facing business reviews and internal account strategy sessions

• Facilitate sales meetings for clients and internally, ensuring the participation of relevant resources

• Work collaboratively with Industry Executives and cross-functional partners to promote the adoption of new product opportunities

• Advocate for clients by gaining insights into their business models and market standings

• Transform customer insights into successful engagements with TransUnion

• Manage the account planning process, establishing strategic initiatives and priorities

• Assess usage gaps and opportunities for expansion with Client Value Executives

• Support efforts aimed at customer retention and growth

• Report directly to the Vice President of Sales

⛳️ Requirements

• At least 5 years of experience in sales, consulting, or business development within the financial services sector

• Experience managing major accounts in a matrix structure

• Proficiency in navigating large, intricate organizations

• Experience in identifying buyers and influencers, and successfully closing deals within Financial Services

• Demonstrated client engagement capabilities, including prospecting, building relationships, negotiating, and closing deals

• Outstanding communication and interpersonal abilities

• Clear, compelling, and engaging communication style

• Capacity to be highly persistent in a courteous and professional manner

• Bachelor’s Degree or higher from an accredited institution; a business-related degree is preferred

• Must have authorization to work full-time in the United States without employer support or sponsorship, now or in the future

🏝️ Benefits

• Immediate eligibility for medical, dental, and vision benefits

• Options for supplementary plans

• Coverage for spouses, domestic partners, and eligible dependents on select plans

• Tax-advantaged Health Savings Account (HSA) and Flexible Spending Account (FSA)

• Company-covered basic life and Accidental Death & Dismemberment (AD&D) insurance

• Optional voluntary life and AD&D insurance

• Short- and long-term disability coverage

• Optional legal services, pet insurance, and travel accident coverage

• Assistance with adoption and fertility planning

• Support for caregivers

• Dependent Care FSA with the potential for employer matching

• Complimentary Care@Work membership

• Up to 12 weeks of paid parental leave with the option for a gradual return

• 401(k) plan with employer matching

• Employee Stock Purchase Plan (ESPP)

• Resources for financial wellness

• Career coaching services

• Optional long-term care insurance

• Tuition reimbursement opportunities

• Flexible time off for exempt employees or paid time off for non-exempt employees

• Up to 12 paid holidays each year

• Commuter benefits available

• Employee discounts offered

• Charitable gift matching programs

• Paid volunteer time off

• Corporate volunteer events

• 24/7 support including access to professional therapy, coaching, and emotional wellness programs

• Guided meditation as well as resources for physical, mental, social, and financial wellness

• Opportunities for work/life flexibility

• Professional development resources available