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Client Executive - Financial Services Sales

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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.

Territory location and preferred geography - Mid-West

What You'll Bring:

  • Minimum of five years 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

Impact You'll Make:

  • 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

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 reimbursement, charity gift matching, employee stock purchase plan, 401(k) retirement savings with employer match, and access to TransUnion’s Employee Resource Groups. Spousal, domestic partner, and other eligible dependent coverage is available on select health and welfare plans.

We are committed to being a place where diversity is not only present, it is embraced. As an equal opportunity employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, veteran status, genetic information, marital status, citizenship status, sexual orientation, gender identity or any other characteristic protected by law.

Pay Scale Information :

The U.S. base salary range for this position is $65,100.00 - $101,000.00 annually. This position is eligible for both base pay and commission earnings. TransUnion commission targets are generally 20% – 50% of base salary and may vary based on position. *The salary range for this position reflects a reasonable estimate of the range of compensation for this job. At TransUnion, actual compensation is based on careful consideration of additional 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.

Certain positions may be also eligible for long-term incentives and other payments based on applicable company guidance and plan documents.


 

TransUnion's Internal Job Title:

Client Exec Focus, Account Dev - Direct Sales
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Average salary estimate

$83050 / YEARLY (est.)
min
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$65100K
$101000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Client Executive - Financial Services Sales, TransUnion

Join TransUnion as a Client Executive specializing in Financial Services Sales, based in the vibrant city of Chicago, Illinois! In this dynamic role, you will engage with key accounts, utilizing your extensive experience in the financial services realm to foster relationships that matter. With a minimum of five years in sales, consulting, or business development, you will thrive in navigating complex organizations, identifying decision-makers, and ultimately closing deals. Emphasizing collaboration and innovation, TransUnion offers an energetic environment where your skills can flourish. You’ll be responsible for account management, facilitating business reviews, and advocating for your customers to facilitate their success, while also driving the adoption of new product offerings. Your exceptional communication skills will shine as you coordinate internal and client-facing meetings, ensuring all resources are utilized effectively. Moreover, our commitment to fostering growth means you’ll not only expand your own capabilities but also contribute meaningfully to our diverse team. With benefits like flexible time off, health coverage, and a supportive work culture, being part of TransUnion means you’re not just filling a position; you’re building a career. If you’re ready to take on this exciting challenge, we can’t wait to meet you and explore how you can make a significant impact on our clients and the industry!

Frequently Asked Questions (FAQs) for Client Executive - Financial Services Sales Role at TransUnion
What responsibilities does a Client Executive at TransUnion have?

As a Client Executive at TransUnion, you will be responsible for managing relationships with assigned accounts, identifying key decision makers, and leading business reviews. Your role includes coordinating resources for client meetings and collaborating with industry executives to promote new product opportunities, all while advocating for your customers.

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What qualifications are needed for the Client Executive position at TransUnion?

To qualify for the Client Executive position at TransUnion, candidates should have a minimum of five years of experience in sales or business development within the financial services sector. A Bachelor's degree is preferred, paired with proven client engagement skills including negotiation and relationship-building.

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How does TransUnion support Client Executives in their roles?

TransUnion provides Client Executives with an energetic work environment that fosters collaboration and innovation. You'll have access to a comprehensive set of benefits, professional development opportunities, and support for mental health, ensuring you can excel in your role and contribute to our clients' success.

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What is the salary range for the Client Executive role at TransUnion?

The U.S. base salary range for the Client Executive position at TransUnion is between $65,100.00 and $101,000.00 annually. Additionally, this role has potential for commission earnings, generally ranging from 20% to 50% of base salary depending on performance.

Join Rise to see the full answer
What kind of work environment can Client Executives expect at TransUnion?

Client Executives at TransUnion can expect a welcoming and energetic work environment that encourages collaboration and innovation. The company values diversity and aims to create an inclusive culture where all employees can thrive both personally and professionally.

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Common Interview Questions for Client Executive - Financial Services Sales
Can you describe your experience in managing client relationships?

In your response, highlight specific accounts you've managed, the strategies you implemented to enhance client engagement, and any successful outcomes from your efforts. Demonstrating your ability to navigate complex organizations is crucial.

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What techniques do you use for effective prospecting in the financial services industry?

Discuss your preferred tools and methodologies for prospecting, such as leveraging LinkedIn, industry networks, or referrals. Emphasize your approach to identifying potential clients and initiating insightful conversations.

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How do you handle objections during a sales meeting?

Outline your process for addressing objections by actively listening to the client's concerns, empathizing, and then presenting solutions that align with their needs. Provide examples of when you've successfully turned objections into opportunities.

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What skills make you a strong candidate for the Client Executive position at TransUnion?

Emphasize skills such as communication, negotiation, relationship-building, and market knowledge. Illustrate with examples how these skills have helped you succeed in previous roles.

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Explain a successful negotiation experience you've had.

Provide a detailed example of a negotiation, outlining the challenges you faced, the strategies you applied, and the end result. Focus on your ability to find a win-win situation.

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How do you prioritize your accounts and manage your time effectively?

Discuss your approach to time management, including any tools or methods like CRM software that you employ to keep track of account activities, deadlines, and engagements.

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What do you know about TransUnion and its products?

Research TransUnion's offerings and explain how their products fit within the financial services sector. Show enthusiasm for how you believe these products can make a difference for clients.

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How would you approach a business review with a key client?

Explain your strategy for preparing for a business review, including gathering metrics, client feedback, and how you plan to align solutions with client goals to demonstrate value.

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What trends do you see affecting the financial services industry?

Discuss current trends relevant to financial services, such as digital transformation or regulatory changes, and how they may impact client needs and your sales strategy.

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Why are you interested in working for TransUnion?

Share your motivations for applying to TransUnion, focusing on its culture, reputation, and the opportunity to contribute to innovative solutions in the financial services space.

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Our mission is to help people everywhere access the opportunities that lead to a higher quality of life. By helping organizations optimize their risk-based decisions and enabling consumers to understand and manage their personal information, we em...

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DATE POSTED
March 27, 2025

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