Relationship Account Executive

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Team Overview

Our Financial Services team serves as the trusted partner for TransUnion's small and mid-sized financial institution clients, combining consultative selling, customer relationship management, and solution expertise to drive client success. Team members manage a diverse portfolio of accounts, uncover growth opportunities through upselling and cross-selling, and collaborate across the organization to deliver innovative data and risk solutions that help customers make informed business decisions.

This role reports directly to the Sales Manager of the Sales Management division. This is a hybrid position and involves regular performance of job responsibilities virtually as well as in-person at an assigned TU office location for a minimum of two days a week.

Role Overview and Core Responsibilities

We are looking for a Relationship Account Executive to join our successful Inside Sales and Support team. The focus of this inside sales role is to provide sales and service assistance to a select portfolio of existing accounts for a specific assigned territory of about $2 million to $3 million.

• You will be responsible for maintaining and generating revenue from growth of existing client portfolio, new prospects and inactive accounts by marketing appropriate TransUnion products and services.
• Provide sales and relationship management to an existing customer portfolio of approximately 300 small to mid-sized accounts for a specific assigned territory of $2M to $3M in annual revenue.
• As the primary point of contact, assist in responding to and resolving customer’s inquiries including but not limited to pricing, reporting, products, billing/collections, system/technical, compliance, and legal.
• Pre-sales call preparation including customer research using customer website, Callahan, NCUA, FDIC, and internal resources.
• Responsible for post sales and customer service call documentation including logging notes/calls in Salesforce, setting follow up tasks and logging cases for non-sales inquiries.
• Demonstrated aptitude in sales or marketing techniques with proven ability to cultivate customer relationships.
• Must demonstrate consultative skills when calling on customers, effectively utilizing a certain degree of influence and persuasion.
• Must demonstrate consultative skills when calling on customers, effectively utilizing a certain degree of influence and persuasion.

Required Knowledge and Experiences

• Bachelor’s degree or equivalent work experience.
• Minimum 2 years related inside sales experience, preferably in the financial services industry.

Required Technical Skills

• Salesforce.
• Customer research using customer websites, Callahan, NCUA, FDIC, and internal resources.

We’re also looking for the preferred skills below. Whether you are proficient or could use some brushing up, we’re happy to support your career development and growth in:

• Demonstrated aptitude in sales or marketing techniques with proven ability to cultivate customer relationships.

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@Work 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 Emp