Client Value Executive (Account Manager) - Financial Services

$104,500 - $178,200/Yr

TransUnion - Chicago, IL

Full-time - Mid Level

Remote - Chicago, IL

10,001+ employees

Administrative and Support Services

About the position

The Client Value Executive at TransUnion will serve as the primary day-to-day client manager for a portfolio of core Financial Services clients. This role focuses on protecting and retaining existing client revenue while fostering strong relationships to ensure client satisfaction and return on investment. The position requires collaboration with internal teams to identify upsell and cross-sell opportunities, manage client relationships, and deliver value through consultative engagement.

Responsibilities

• 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.
• Defend existing revenue within assigned account base by understanding each client's business needs and issues.
• Expand relationships within existing accounts to uncover new revenue opportunities by partnering with Sales and Client Executives.
• Coordinate and deliver Quarterly Business Reviews with clients where applicable.
• Resolve client issues efficiently by coordinating all necessary internal resources.
• Acquire and integrate industry knowledge related to trends, technologies, and competitors in the Financial Services vertical.
• Maintain meeting notes, renewal forecasts, legal documentation, and client contact information in Salesforce.com.
• Contribute to Account Business Plans within a matrixed internal team for assigned clients.
• Provide ongoing education of our solutions to clients through thought leadership and events.

Requirements

• Minimum of 5 years' experience in a highly technical, complex, and fast-paced selling environment.
• Strong work ethic with a track record of retaining and growing a client base of $30M+.
• Experience managing the entire sales cycle from need identification to implementation.
• Excellent interpersonal, customer relationship management, and organizational skills.
• Fluent in negotiating complex agreements and communicating technical concepts.
• Strong presentation and meeting facilitation skills, both face-to-face and virtual.
• Intellectual curiosity, attention to detail, high energy, and drive to win.
• Ability to multitask and creatively resolve client issues.
• Proficient in Salesforce, PowerPoint, Excel, Word, and virtual meeting software.

Nice-to-haves

• Project Management Skills
• Ability to champion new ideas and drive innovation
• Experience in the Financial Services industry

Benefits

• Flexible time off for exempt associates
• Paid time off for non-exempt associates
• Tuition reimbursement
• 10 weeks of parental leave with gradual return
• Adoption assistance
• Fertility coverage
• Spousal and domestic partner benefits
• Charity gift matching
• Employee stock purchase plan
• Retirement contributions with employer match
• Organizational growth potential through online learning platform
• Access to Employee Resource Groups