TransUnion

Client Executive - Financial Services Sales (Midwest)

TransUnion$75K — $126K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years in sales, consulting, or business development in financial services
  • Experience managing major accounts in complex, matrix environments
  • Strong skills in client engagement, including relationship-building and deal negotiation
  • Excellent communication abilities; persuasive and engaging style
  • Bachelor's degree in business-related field preferred

Responsibilities

  • Manage relationships with assigned accounts and identify key decision makers
  • Lead business reviews and internal account planning sessions
  • Facilitate client-facing and internal sales meetings with the right resources
  • Collaborate with industry executives to promote new product opportunities
  • Advocate for customers by understanding their business models
  • Own the account planning process to set strategic initiatives
  • Identify usage gaps and expansion opportunities with Client Value Executives

Benefits

  • Day-one eligibility for comprehensive health coverage
  • Company-paid life and AD&D insurance, with additional voluntary options
  • Family-oriented benefits including adoption assistance and up to 12 weeks of paid parental leave
  • 401(k) plan with employer match and employee stock purchase options
  • Tuition reimbursement and flexible paid time off policies
  • 24/7 wellness support including therapy and emotional well-being programs
Full Job Description
Team Overview
The Client Executive - Financial Services Sales (Midwest) will be a trusted advisor to financial services clients by understanding their business needs and creating strategies that drive retention, expansion, and long-term success. Proven ability to navigate large organizations, build strong executive relationships, and collaborate across teams to deliver value and grow revenue.This role report to the Vice President of Sales.This is a remote position which may require occasional in-person attendance at work-related events at the discretion of management.

Role Overview and Core Responsibilities
  • Responsibility for managing the overall relationship with assigned accounts; identifying key decision makers, influencers, buyers and sponsors
  • Leading and coordinating resources for client-facing business reviews and internal account planning sessions
  • Facilitating both client facing and internal sales meetings; ensuring appropriate resource participation
  • Collaborating with Industry Executives and matrix partners to drive adoption of new product opportunities
  • Serving as your customer's advocate; deeply understanding their business model and position within the market, and converting this knowledge into successful engagements with TransUnion
  • Owning the account planning process, and determining the most strategic initiatives and priorities for your customers
  • Reviewing usage gaps and expansion opportunities alongside our Client Value Executives in support of customer retention and expansion initiatives


Required Knowledge and Experiences
  • 5 years (minimum) selling, consulting and/or business development within the financial services industry
  • Major account experience in a matrix environment with expertise in navigating large complex organizations, identifying buyers, influencers, and closing business within Financial Services
  • Proven client engagement skills, including prospecting, relationship-building, deal-making and negotiating and closing business
  • Exceptional communication skills and interpersonal skills. Articulate, persuasive, and engaging communication style. Ability to be extremely persistent in a pleasant and professional fashion
  • Bachelor's Degree or higher from an accredited college or university, business related preferred


Benefits that support every part of your life:

At TransUnion, we design benefits to help you feel well, do well, and plan well-from day one.

For Your Health: Enjoy day-one eligibility for medical, dental, and vision coverage, plus supplemental plan options. Spousal, domestic partner, and other eligible dependent coverage is available on select plans. Choose tax-advantaged HSA and FSA accounts to make everyday care more affordable.

For Your Protection: We've got your back with company-paid basic life and AD&D, optional voluntary life and AD&D for you and your family, and short- and long-term disability. You can also opt into a legal plan, pet insurance, and travel accident coverage.

For Your Family: From adoption assistance and fertility planning coverage to caregiver support, we're here for every chapter. Access Dependent Care FSA for possibility of an employer match, a complimentary Care[redacted] membership, and up to 12 weeks of paid parental leave with eligibility for a thoughtful, gradual return.

For Your Future: Build toward what's next with our 401(k) with employer match and Employee Stock Purchase Plan (ESPP). Tap financial wellness resources, career coaching, and optional long-term care insurance to plan confidently.

For You: Grow and recharge with 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, and paid volunteer time off, plus corporate volunteer events that make it easy to give back.

For Your Wellness: Access 24/7 support including professional therapy, coaching, and emotional well-being programs alongside guided meditation and resources that support physical, mental, social, and financial wellness.

Pay Scale Information:

The U.S. base salary range for this position is $75,750.00 - $126,250 annually. This position is eligible for both base pay and commission earnings. TransUnion commission targets are generally 20% - 50% of base salary and may vary based on position. *The salary range for this position reflects a reasonable estimate of the range of compensation for this job. At TransUnion, actual compensation is based on careful consideration of additional factors such as (but not limited to) an individual's education, training, work experience, job-related skill set, location, and industry knowledge, as well as the scope and responsibilities of the position and market considerations. Certain positions may be also eligible for long-term incentives and other payments based on applicable company guidance and plan documents.

TransUnion's Internal Job Title:
Client Exec Focus, Account Dev - Direct Sales

Company:
TransUnion LLC

About TransUnion

TransUnion is a consumer credit reporting agency. TransUnion collects and aggregates information on over one billion individual consumers in over thirty countries including "200 million files profiling nearly every credit-active consumer in the United States". Its customers include over 65,000 businesses. Based in Chicago, Illinois, TransUnion's 2014 revenue was US$1.3 billion.
Learn more about TransUnion
Size
10,200 employees
Market Cap
$10.5 billion
Industry
Net Income
$343.1 million
Founded
1968
5 Year Trend
+11.7%
Revenue
$2.7 billion
NASDAQ

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