Client Value Executive – Financial Services

This is a fully remote position, open to applicants in Arizona, +4 more states.

📋 Description

• Collaborate with Client Executives to cultivate and enhance client relationships.

• Ensure exceptional customer satisfaction and client retention.

• Work alongside Industry Executives, product teams, and cross-functional collaborators to pinpoint and promote sales opportunities.

• Drive the adoption and implementation of products.

• Act as a primary client contact to resolve issues, address usage gaps, and provide continuous support.

• Increase revenue through upselling and cross-selling initiatives.

• Gather and document client feedback.

• Maintain the integrity of data within Salesforce.

• Oversee reporting and account support activities.

• Function as a trusted advisor for Financial Services clients.

• Utilize business acumen, problem-solving capabilities, and cross-functional collaboration to maximize product adoption and deliver value.

⛳️ Requirements

• A bachelor’s degree in business or a related field is preferred.

• A minimum of 2 years of experience in sales and account management.

• Proven track record of building relationships and providing exceptional service to business clients.

• Strong business acumen, problem-solving, and project management abilities.

• Capability to take ownership of deliverables and resolve client and account challenges.

• Experience in collaborating within matrixed organizations.

• Ability to leverage internal partnerships and resources to support customers and achieve business results.

• Ideal background in Financial Services, Salesforce, and data-driven insights.

• Proficiency in communicating TransUnion's value proposition and business impact effectively.

• Must possess 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 from day one.

• Options for supplemental plans.

• HSA and FSA accounts available.

• Company-paid basic life and AD&D insurance.

• Optional voluntary life and AD&D insurance.

• Coverage for short- and long-term disabilities.

• Access to a legal plan.

• Pet insurance options.

• Coverage for travel accidents.

• Adoption assistance and fertility planning coverage.

• 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 a gradual return.

• 401(k) plan with employer matching.

• Employee Stock Purchase Plan (ESPP).

• Resources for financial wellness.

• Career coaching available.

• Optional long-term care insurance.

• Tuition reimbursement offered.

• Flexible time off for exempt employees or paid time off for nonexempt employees.

• Up to 12 paid holidays each year.

• Commuter benefits provided.

• Employee discounts available.

• Charitable gift matching program.

• Paid volunteer time off.

• Opportunities for corporate volunteer events.

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

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