Client Executive, Fintech

Job summary

The Client Executive is responsible for managing relationships with strategic FinTech clients to defend and grow revenue. They will collaborate with cross-functional teams to support account planning, product adoption, and the resolution of client needs.

Job details

TransUnion's Job Applicant Privacy Notice Team Overview We are seeking a Client Executive with exceptional sales and relationship skills to be part of our exciting journey! This position allows for mentorship and career growth opportunities. This is a remote position which may require occasional in-person attendance at work-related events at the discretion of management. 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 This Client Executive will act as a key client executive & partner of the sales team and is responsible for supporting customer engagement and growth in the FinTech Industry. This role will partner and collaborate with stakeholders across organization. The client executive will have the opportunity to work closely with key Fintech clients and work with internal partners to help manage and growth the Transunion business in the FinTech Industry. Key Responsibilities: Manage relationships with strategic FinTech clients across, serving as a key point of contact for day-to-day engagement and account support. Responsible for day to day sales to an assigned group of clients to defend and grow revenue. In addition, works with a senior sales executive on a select group of high growth potential accounts to win net new revenue opportunities and significantly grow the business. Develop and maintain strong relationships with client stakeholders to support retention, satisfaction, and long-term growth. Account planning and the defending of existing relationships, through the effective day-to-day management of allocated accounts. Support account planning activities and help identify opportunities to expand product adoption and deepen client partnerships. Coordinate client initiatives, including renewals, implementations, service enhancements, and issue resolution. Partner with cross-functional teams including product, legal, operations, analytics, and technology to address client needs and deliver solutions. Prepare and participate in client meetings, business reviews, and strategic discussions with customer stakeholders. Demonstrate proficiency in outbound virtual sales; full knowledge of the product line and its applications; and experience with strategic account planning. Manage multiple client priorities simultaneously, ensuring timely follow-up, execution of commitments, and effective communication. Maintain knowledge of industry trends, market dynamics, and regulatory developments impacting the financial services sector. Implement an account review process that ensures constant opportunity development for the sales pipeline and closing of new business and renewal of existing business. Comply with relevant sales processes such as Salesforce.com. Monitor own effectiveness of sales and after sales efforts in context of business plans and strategies, and recommend improvements to process and approach where indicated. Own internal administrative tasks related to opportunity management, reporting, product/service set-up and delivery, CRM/Service Desk tickets, etc. Deliver client communications, presentations, and stakeholder engagement activities. Performs other duties as required. Required Knowledge And Experiences Bachelor's Degree in Business, Commerce, Finance, Marketing, or a related field. Requires 5+ years of sales or account management experience in a credit reporting or related industry plus in depth experience either in banking/insurance, retail credit or consumer credit reporting industries. Strong communication, presentation, and organizational skills. Ability to effectively create and execute a sales plan to gain market share and increase market penetration. Must be proficient with Microsoft applications. Experience managing strategic client relationships and coordinating cross-functional initiatives. Superior organizational skills with the ability to handle concurrent projects. Ability to communicate with both technical and non-technical customers. Must be able to work effectively in a team environment. Possesses in-depth knowledge of TransUnion core solutions including those supported by other BU (i.e. true credit, batch). Knowledge of the financial services industry, including banking and lending. Ability to act with professionalism, discretion, and sound judgment. Demonstrated ability to manage multiple priorities, build client relationships, and resolve issues effectively. The expected pay range for this position is $81,000 - $111,500 annually. The pay information provided for this position reflects a reasonable estimate of the range of expected compensation for this job. At TransUnion, actual compensation is based on careful consideration of many factors such as (but not limited to) an individual’s education, training, work experience, job related skill set, location, and industry knowledge, as well as the scope and responsibilities of the position and market considerations. In addition, variable compensation is based on applicable company guidance and plan documents as well as performance. This job posting is for an existing vacancy. The opening is to backfill a previously held position. Accommodation is available, including for applicants with disabilities, in accordance with applicable laws. TransUnion Overview: At TransUnion, we encourage and are committed to creating a real, positive impact and shared sense of purpose within our Workforce for Good, which empowers our people to grow, innovate and contribute to a better future for our communities and customers. We strive to build an environment where our associates are in the driver’s seat of their professional development— while having access to help along the way. We recognize that success comes when our associates thrive both professionally and personally; that’s why we prioritize work/life flexibility and offer resources for our teams across the globe to collaborate and drive excellence. Be a part of our Workforce for Good – you’ll work with great people, pioneering products and cutting-edge technology. TransUnion's Internal Job Title: AE II, Account Dev - Direct Sales

What you’ll do

The Client Executive is responsible for managing relationships with strategic FinTech clients to defend and grow revenue. They will collaborate with cross-functional teams to support account planning, product adoption, and the resolution of client needs.

Requirements

Candidates must have a Bachelor's degree and at least 5 years of sales or account management experience in the credit reporting or financial services industry. Strong communication, organizational, and strategic planning skills are required to effectively manage client relationships and drive business growth.

Listed skills

• Account Management · Preferred
• Sales · Preferred
• Communication · Preferred
• Business development · Preferred
• Cross-Functional Collaboration · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Sales
• Account Management
• Relationship Management
• Fintech
• Strategic Planning
• Account Planning
• Business Development
• Client Engagement
• Communication
• Presentation Skills
• Salesforce.com
• Microsoft Applications
• Financial Services
• Cross-functional Collaboration
• Market Analysis
• Market Dynamics
• Virtual Sales
• Sales Pipelines
• Financial Technology (FinTech)
• Product Adoption Strategies
• Management Reporting
• Professionalism
• Organizational Skills
• Effective Communication
• Operations Analytics
• Administrative Functions
• Customer Relationship Management
• Management
• Customer Engagement
• Credit Reports
• Customer Relationship Building
• Direct Selling
• Finance
• Marketing
• Market Share
• Market Penetration
• Mentorship
• Presentations
• Product Lining
• Salesforce
• Stakeholder Engagement
• Prioritization
• Regulatory Developments

Job areas

• Sales
• Finance & Accounting
• Management & Leadership
• Customer Service & Support
• Client Executive
• Client Relationship Manager
• Commercial Sales Representatives
• Sales Representatives, Wholesale and Manufacturing, Except Technical and Scientific Products

More jobs from TransUnion