Client Value Executive - Financial Services - Diamond Accounts
TransUnionAbout 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.
What You'll Bring:
- 7+ years of experience in consulting, client success, client management, sales and/or partnerships at a bank or Fintech; communicating with all levels of the buying organization
- Track record of maintaining reporting and data accuracy for client and Sales leadership. Reporting would include, account plans, manuals, forecasting, Salesforce, MS Excel, MS PowerPoint, and Sales tools such as PowerBI, Gong and People AI.
- The ability to articulate sophisticated messaging around our solutions, analytics, industry trends, and TransUnion's value proposition to industry leaders
- Solid understanding of data (credit, fraud and marketing) and solutions, and the problems they help our clients solve
- The enthusiasm to successfully navigate a matrixed environment; facilitating teamwork with various internal stakeholders to best serve our customers' interests
- The ability to navigate a highly complex client and apply sophisticated integrated solutions
- The embodiment of trust while managing complex relationships with executive-level buyers and influencers
- Financial services industry expertise (banking, fintech, credit risk, Fraud, marketing and analytics)
We'd Love to See:
- Exceptional executive-level communication skills (both written and verbal)
- Affinity to using of Copilot (or other AI agents) on a daily basis
- Savvy Project Management and strong organizational skills
- Demonstrated ability to perform in a fast-paced environment
- A Bachelor's degree, preferably business related, or equivalent experience
- Availability for purposeful travel
Impact You'll Make:
- Responsible for revenue expansion through upsell/cross-sell opportunities
- Responsible for creating and maintaining reporting/documentation for client and Sales leadership. Reporting would include, account plans, manuals, forecasting, Salesforce, MS Excel, MS PowerPoint, and Sales tools such as PowerBI, Gong and People AI.
- Responsible for QBRs, and preparation for leadership meetings
- Collaborate with TransUnion matrix partners in overall management of accounts to ensure client satisfaction
- Consult with product owners and matrix partners for opportunity development
- Responsible for product implementation work with client
- Responsible for updating various aspects of the sales opportunity in SalesForce
- Communicate with client users on a regular cadence to identify gaps in product usage or resolve issues
- Responsible for gathering Voice of Client feedback (competitive insight, use cases)
Qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable law, including the Los Angeles County Fair Chance Ordinance for Employers, the San Francisco Fair Chance Ordinance, Fair Chance Initiative for Hiring Ordinance, and the California Fair Chance Act.
Adherence to Company policies, sound judgment and trustworthiness, working safely, communicating respectfully, and safeguarding business operations, confidential and proprietary information, and the Company’s reputation are also essential expectations of this position.
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, up to 12 paid holidays per year, health benefits (including medical, dental, and vision plan options and health spending accounts), mental health support, disability benefits, up to 12 weeks of paid parental leave, adoption assistance, fertility planning coverage, legal benefits, long-term care insurance, commuter benefits, tuition reimburseme
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