Client Executive - Financial Services Sales

Team Overview

The Client Executive - Financial Services Sales 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@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 Employee Stock Purchase Plan (ESPP). Tap financial wellness resources, career coaching, and optional long‑term care insurance to plan confidently.