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Client Value Executive (Account Manager) - Financial Services

TransUnion
United StatesRemotefull_timeVerifiedPosted 16 Dec 2024
💰 $178,200/yr($104,500/yr$178,200/yr)

About the role

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What We'll Bring:

At TransUnion, we have a welcoming and energetic environment that encourages collaboration and innovation. We are consistently exploring new technologies and tools to be agile. This environment gives our people the opportunity to hone current skills and build new capabilities, while discovering their genius.

Come be a part of our team - you'll work with great people, pioneering products and cutting-edge technology.

This position will act as the primary day-to-day client manager for a set of core Financial Services clients that leverage a range of identity-driven Fraud, Risk, Compliance, Digital and Marketing Measurement and Activation solutions. The individual will be primarily accountable for protecting and retaining a large base of existing client revenue through ongoing collaboration with their clients and various internal departments to ensure overall client satisfaction and return on investment in our solutions. Additionally, the Client Value Executive is expected to work closely with cross-functional internal teams to develop trusted, consultative, and mutually beneficial client relationships that lead to incremental upsell and cross-sell opportunities within their existing client base.

What You'll Bring:

  • Minimum of 5 years’ experience supporting conceptual services in a highly technical, complex, and fast-paced selling environment leveraging consultative sales acumen
  • Strong work ethic and a demonstrated track record of retaining and growing a client base of $30M+
  • Experience managing the entire sales cycle, from identifying a need, to developing the solution with a measurable value prop, to closing the deal and seeing it through to implementation
  • Excellent interpersonal, customer relationship management, and organizational skills desired - Project Management Skills a plus
  • Fluent in negotiating complex agreements and communicating technical concepts
  • Strong face-to-face and virtual presentation and meeting facilitation skills.
  • Intellectual curiosity, attention to detail, high energy, drive to win, an ability to multitask and work creatively to resolve client issues
  • Ability to champion new ideas, initiate change, think “outside of the box,” and drive innovation
  • Ability to unite internal teams for effective and logical problem solving
  • Proficient in Salesforce, PowerPoint, Excel, Word, and virtual meeting software (Teams, Zoom, etc.)
  • Potential for travel up to 25% of the time
  • Bachelor’s degree

Impact You'll Make:

  • Proactively manage a large base of existing Financial Services clients, supporting day-to-day customer relationships with 15-20 clients valued at ~$30M in annual revenue.
  • Responsible for defending existing revenue within assigned account base, focusing specifically on driving client value by developing a deep understanding of each client’s business needs and issues.
  • Expand relationships within existing account base to help uncover incremental new revenue opportunities by partnering with Sales and Client Executives on any new business opportunities.
  • Coordinate and deliver Quarterly Business Reviews with clients where applicable.
  • Coordinate all internal resources necessary to ensure any client issues including service, billing, technical, delivery, product, etc. are resolved efficiently and effectively.
  • Acquire and integrate industry knowledge related to general trends, emerging technologies and competitors specific to our Financial Services vertical.
  • Maintain meeting notes, renewal forecasts, legal documentation, and client contact information electronically in Salesforce.com for assigned client base.
  • Contribute to Account Business Plans within a matrixed internal team for assigned clients.
  • Provide clients with an ongoing education of our solutions via thought leadership, events, etc.

This is a remote position which may require occasional in-person attendance at work-related events at the discretion of management.

Benefits:

TransUnion provides flexible benefits including flexible time off for exempt associates, paid time off for non-exempt associates, tuition reimbursement, additional (following any short-term disability) 10 weeks of parental leave with gradual return, adoption assistance, fertility

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Company

TransUnion

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