Client Executive – Financial Services Sales

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

📋 Description

• Oversee and nurture the overall relationship with designated accounts

• Identify key decision-makers, influencers, buyers, and sponsors

• Lead and coordinate resources for client-facing business reviews and internal account planning meetings

• Facilitate both client-facing and internal sales meetings, ensuring appropriate resource participation

• Collaborate with Industry Executives and matrix partners to promote the adoption of new product opportunities

• Act as the customer's advocate by comprehending their business model and market positioning

• Transform customer insights into successful engagements with TransUnion

• Own the account planning process, determining strategic initiatives and customer priorities

• Analyze usage gaps and expansion opportunities in conjunction with Client Value Executives

• Support initiatives aimed at customer retention and expansion

• Establish trusted-advisor relationships with financial services clients to foster retention, expansion, and long-term success

• Report directly to the Vice President of Sales

⛳️ Requirements

• A minimum of 5 years in sales, consulting, and/or business development within the financial services sector

• Experience managing major accounts in a matrix environment

• Proficiency in navigating large, complex organizations

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

• Demonstrated client engagement abilities, including prospecting, relationship-building, deal-making, negotiating, and closing

• Outstanding communication and interpersonal skills

• Clear, persuasive, and engaging communication style

• Capacity to maintain persistence in a pleasant and professional manner

• Bachelor's Degree or higher from an accredited institution

• Business-related degree preferred

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

🏝️ Benefits

• 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 the possibility of employer match

• Complimentary Care@Work membership

• Up to 12 weeks of paid parental leave with 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 professional therapy, coaching, and emotional well-being support

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

• Remote work arrangement