Client Value Executive - Financial Services, Contact Center Solutions

Team Overview

The Client Value Executive - Financial Services, Contact Center Solutions role will act as the primary day-to-day client manager for an important set of Financial Services customers that leverage TransUnion’s Contact Center solutions. The individual will primarily be 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 Contact Center solutions. Additionally, the Client Value Executive (CVE) 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. This role will report directly to the Sales Director.

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

Manage and grow a strategic portfolio of Financial Services clients, building strong relationships and supporting day-to-day client needs.

Protect and retain existing revenue by understanding each client’s business priorities, challenges, and opportunities to deliver ongoing value.

Identify growth opportunities within existing accounts, partnering with Sales and internal account teams to expand relationships and drive incremental revenue.

Lead client engagement activities, including Quarterly Business Reviews, ongoing education, and thought leadership around Contact Center solutions.

Coordinate cross-functional internal teams to resolve client issues related to service, billing, technology, product, and delivery.

Maintain strong account management practices through Salesforce documentation, renewal forecasting, account planning, and staying current on Financial Services trends, emerging technologies, and competitors.

Required Knowledge and Experiences

5+ years of experience selling or supporting consultative solutions in a technical, complex, and fast-paced environment.

Experience managing the full sales cycle, from identifying client needs and developing value-driven solutions through closing and implementation.

Proven track record of retaining and growing a client portfolio, with strong consultative account management and sales skills.

Strong client relationship, negotiation, presentation, and project management skills, with the ability to communicate complex technical concepts effectively.

Highly collaborative, curious, and results-driven, with the ability to bring internal teams together, solve client challenges, and drive innovative solutions; Contact Center and data experience are strong pluses.

Proficient in the Microsoft suite, Salesforce, and financial, usage and reporting tools.

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.