Client Executive – Financial Services Sales

This is a fully remote position, open to applicants in Illinois, +5 more states.

📋 Description

• Oversee the comprehensive relationship with designated accounts

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

• Lead and coordinate resources for client-facing business reviews as well as internal account planning sessions

• Facilitate both client-facing and internal sales meetings, ensuring the involvement of appropriate resources

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

• Act as the customer advocate by comprehending customer business models and market positioning

• Transform customer insights into successful engagements with TransUnion

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

• Analyze usage gaps and potential expansion opportunities with Client Value Executives

• Support initiatives focused on customer retention and expansion

• Cultivate executive relationships to drive revenue growth

⛳️ Requirements

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

• Experience managing major accounts in a matrix environment

• Proficiency in navigating large, complex organizations

• Familiarity with identifying buyers and influencers and closing deals within Financial Services

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

• Outstanding communication and interpersonal skills

• Clear, persuasive, and engaging communication style

• Capability to be persistent in a courteous and professional manner

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

• Must be eligible to work in the United States full-time without employer assistance or sponsorship, now or in the future

• Commitment to company policies, sound judgment, trustworthiness, safe working practices, respectful communication, and safeguarding confidential information and company reputation

🏝️ Benefits

• Medical, dental, and vision coverage effective from day one

• Options for supplemental health plans

• HSA and FSA accounts available

• Company-sponsored basic life and AD&D insurance

• Optional voluntary life and AD&D insurance

• Coverage for short- and long-term disability

• Legal plan benefits

• Pet insurance offerings

• Travel accident coverage

• Adoption assistance programs

• Fertility planning coverage

• Caregiver support services

• Dependent Care FSA with potential employer matching

• Complimentary Care@Work membership

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

• 401(k) plan with employer matching contributions

• 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 nonexempt employees

• Up to 12 paid holidays annually

• Commuter benefit options

• Employee discounts

• Matching for charitable gifts

• Paid volunteer time off

• Corporate volunteer events

• 24/7 access to professional therapy, coaching, and emotional well-being support

• Resources for guided meditation and overall wellness in physical, mental, social, and financial aspects

• Remote work arrangements available

• Eligibility for commission