Client Executive - Financial Services Sales
$75.75k - $126.25kTransUnion
TransUnion's Job Applicant Privacy NoticePersonal Information We CollectYour Privacy ChoicesTeam OverviewThe 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 ResponsibilitiesResponsibility for managing the overall relationship with assigned accounts; identifying key decision makers, influencers, buyers and sponsorsLeading and coordinating resources for client-facing business reviews and internal account planning sessionsFacilitating both client facing and internal sales meetings; ensuring appropriate resource participationCollaborating with Industry Executives and matrix partners to drive adoption of new product opportunitiesServing as your customer's advocate; deeply understanding their business model and position within the market, and converting this knowledge into successful engagements with TransUnionOwning the account planning process, and determining the most strategic initiatives and priorities for your customersReviewing usage gaps and expansion opportunities alongside our Client Value Executives in support of customer retention and expansion initiativesRequired Knowledge and Experiences5 years (minimum) selling, consulting and/or business development within the financial services industryMajor account experience in a matrix environment with expertise in navigating large complex organizations, identifying buyers, influencers, and closing business within Financial ServicesProven client engagement skills, including prospecting, relationship-building, deal-making and negotiating and closing businessExceptional communication skills and interpersonal skills. Articulate, persuasive, and engaging communication style. Ability to be extremely persistent in a pleasant and professional fashionBachelor's Degree or higher from an accredited college or university, business related preferredBenefits 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 View email address on click.appcast.io 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.For You: Grow and recharge with tuition reimbursement, flexible time off for exempt employees or paid time off for nonexempt employees, up to 12 paid holidays per year, commuter benefits, employee discounts, charitable gift matching, and paid volunteer time off, plus corporate volunteer events that make it easy to give back.For Your Wellness: Access 24/7 support including professional therapy, coaching, and emotional well‑being programs alongside guided meditation and resources that support physical, mental, social, and financial wellness.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. Additionally, in accordance with Section 503 of the Rehabilitation Act of 1973 and the Vietnam Era Veterans’ Readjustment Assistance Act of 1974, TransUnion takes affirmative action to employ and advance in employment qualified individuals with a disability and protected veterans in all levels of employment and develops annual affirmative action plans. Components of TransUnion’s Affirmative Action Program for individuals with disabilities and protected veterans are available for review to any associate or applicant for employment upon request by contacting View email address on click.appcast.io 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.TransUnion complies with all applicable immigration laws and regulations. The Company does not presently provide employer support or sponsorship for an immigration-related employment benefit for this position. Applicants must be authorized to work in the United States on a full-time basis without the need for employer support or sponsorship now or in the future.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.Pay Scale Information:The U.S. base salary range for this position is $75,750.00 - $126,250 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 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:Client Exec Focus, Account Dev - Direct SalesCompany:TransUnion LLCSummaryLocation: Chicago, Illinois; Remote, CaliforniaType: Full time
$75.75k - $126.25k
...Client Executive - Financial Services Sales 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....SuggestedFull timeTemporary workWork experience placementRemote workFlexible hours- ...Job Description - Client Partner (BFSI) Position: Client Partner... ...) Domain: Banking, Financial Services & Insurance (BFSI) Experience... ...growth, strengthening executive stakeholder relationships, managing... ..., Business Development, Sales Leadership, or Strategic Account...SuggestedFull timeContract work
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...Manager – Account Growth & Inside Sales Community Tax is looking... ...isn't a traditional customer service role. We're looking for... ...with qualified prospective clients to understand their needs, explain... ...Experience in tax services, financial services, SaaS, professional...Seasonal workWork at office3 days per week- ...their data—in exchange for modern financial services. Built with this vision in... ...in those markets to meet with clients weekly). These opportunities have... ...variety of levels -- Account Executive, Senior Account Executive, and Director of Sales and are all individual...Work at officeImmediate startRemote workRelocation
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...advisor and institutional clients build their businesses... ...Enterprise Mid-Market Sales team is focused on... .... As a Client Account Executive, we are looking for an... ...while providing excellent service to clients Partner... ...~3+ years of financial services sales experience...Temporary workWork at officeFlexible hours$95k - $140k
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$118.17k - $144.43k
...businesses we serve to make better and smarter financial decisions and enabling the communities... ...Corporate Trust & Custody (“GCTC”) clients invested primarily in Commercial Real Estate... ...and compliance tests.Provide quality service based on client needs, wants, and...Full timeLocal areaImmediate start3 days per week$130k - $150k
...global leader in enterprise-grade financial technology, delivering... ...have elementaries the financial services landscape into a finite set... ...Title: Enterprise Account Executive -AI & Fintech Location :... ...Salary Range : $130k to $150k + Sales Incentives Employment Type...Full timeContract work$123.2k - $247.8k
...power of Salesforce. This role sells into Financial Services accounts, including Banking, Insurance,... ...Management. As an Enterprise Account Executive, you won't just sell AI agents — you'll... ...in partnership with Prime and Cloud sales resources to ensure strategic alignmentIdentify...Full timeWork at officeRemote workFlexible hours$137.5k - $160k
...you.As an Enterprise Account Executive, you will manage a select portfolio... ...pursue new strategic clients. Your focus will be on building... ...proven track record in enterprise sales and account management.WHAT... ..., life, and disabilityFamily services that include fertility...Work at officeLocal area$50k
...Braze sounds like a place where you can thrive, we can’t wait to meet you.WHAT YOU’LL DOAs an Account Executive on our Financial Services team, you will own the full sales cycle from prospecting to closing to renewals. You’ll be working as a relentless “hunter” to...Work at officeLocal area$142.8k - $193.2k
The Amazon Web Services Professional Services (ProServe) team is seeking... ...a dynamic ProServe Account Executive (PAE) to join our team at... ...and existing customers in the Financial with transformative projects... ...business development, executing sales methodologies and managing...Flexible hours$238k - $297.5k
...day: contracts, invoices, employee records, financials, product specs, marketing assets, and more.... ...the world works together. Our Enterprise Sales team is expanding, and we’re hiring a high-impact Enterprise Account Executive to drive net-new logo acquisition across the...Live inWork at officeShift work3 days per week- ...AI-powered technology and services empowering financial services and healthcare organizations... ....Job DescriptionAccount Executive Locations: Chicago |... ...opportunities, helping drive sales growth in an exciting and... ...operate solutions that help clients manage data, automate processes...Ongoing contractFull timeWork at officeWorldwide
$116k - $174k
...engagement!As an Enterprise Account Executive, you will manage a select... ...pursue new strategic clients. Your focus will be on building... ...proven track record in enterprise sales and account management.What... ..., life, and disabilityFamily services that include fertility benefits...Work at officeLocal area- ...innovative solutions and unsurpassed customer service. We're passionate about helping companies... ...meet with new and existing Fortune 500 clients to sell them KellyMitchell IT talent &... ...solutions services Use a relationship-based sales approach to establish long-term...Full timeWork at officeWork from home
$24 per hour
...Client Services Coordinator | Financial Services Contract-to-Hire Opportunity | Hybrid/Remote Flexibility Location: Chicago, IL (Loop) We are partnering with a boutique financial advisory and wealth management firm seeking a Client Services Coordinator to join...Long term contractPermanent employmentFull timeContract workInternshipRemote work$150k - $190k
...IllinoisBusiness Development/Sales/Marketing /Full Time Exempt /... ...are dedicated to solving our clients’ toughest science and engineering... ...to ensure successful project execution from pursuit through... ...and hire candidates without financial obligation to third party recruiters...Full timePart timeWork at officeRemote workFlexible hours$50k - $250k
...teams and customers, automate critical sales workflows, and close more deals with less... ...of your career.As a Mid-Market Account Executive specific for the Emerging Markets... ...and acquiring new customers within the financial services, healthcare, consulting, manufacturing,...Work at officeRemote workWork from homeFlexible hours3 days per week$156.2k - $234.2k
...anyone to take payments and never miss a sale, we saw sellers stymied by disparate,... ...pay staff. Across it all, we’ve embedded financial services tools at the point of sale, so... ...businesses grow. As a Senior Sales Account Executive on our Outbound Team, you’ll bring Square...Local areaRemote workWorldwideFlexible hours$76.5k - $127.5k
...Account Manager II within PNC's Financial Wellness Solutions... ...offers a comprehensive suite of services designed to support the evolving... ...responsible for deepening existing client relationships, driving... ...client relationships. Provides sales or consultative support to clients...Full timeContract workTemporary workPart timeWork experience placementWork at office$74.2k - $126.2k
...innovative wealth management, asset servicing, asset management and banking... ..., and to provide to our clients and the communities we serve... ...With more than 135 years of financial experience and over 24,000 partners... ...servicing events and ensures execution and follow-up; communicates...Full timeWork experience placementH1bWorldwideFlexible hours
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