Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Executive - Financial Services Sales

$75.75k - $126.25k

TransUnion

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

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Client Executive - Financial Services Sales in Chicago, IL vacancy
  • $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.... 
    Suggested
    Full time
    Temporary work
    Work experience placement
    Remote work
    Flexible hours

    TransUnion

    Chicago, IL
    1 day ago
  •  ...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... 
    Suggested
    Full time
    Contract work

    Indium

    Chicago, IL
    1 day ago
  • Retention Sales DirectorThe Institutional Sales Associate...  ...retirement plan services to not for profit...  ...with retirement plan clients or prospects in order...  ...relationships in order to execute the sales strategy.Manages...  ...plan sales, financial services sales, or a closely... 
    Suggested
    Full time
    Work at office

    Teachers Insurance and Annuity Association

    Chicago, IL
    3 days ago
  •  ...oversees a portfolio of existing client relationships and/or new...  ...knowledge across numerous products/services offered by the firm. May...  ...captured. Manages the entire sales lifecycle beginning with forward...  ...work experience preferred. Financial Services experience with a... 
    Suggested
    Contract work
    Temporary work
    Work experience placement
    Local area
    Worldwide
    Flexible hours

    The Bank of New York Mellon

    Chicago, IL
    3 days ago
  • $110.6k - $166k

    Sales Employees must be willing and able to travel frequently to...  ...collaboration and team engagement.Lead Client Solutions ExecutiveJoin our...  ...selling wireless, wired, IoT services, AQ and solutionsProven track...  .... Our Lead Client Solutions Executive 4 CNV jobs earn between $110,... 
    Suggested
    Base plus commission
    Temporary work
    Work at office
    Local area
    1 day per week

    AT&T

    Chicago, IL
    4 days ago
  • $74k - $129k

     ...expand the reach and revenue penetration of Verizon Home Internet services. Contracts include Broadband Access Agreements (agreement to...  ...and presentations.Managing data for new and prospective clients in sales databases, ensuring all communications are logged, information... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Local area
    Shift work

    Verizon

    Chicago, IL
    2 days ago
  • $50k

     ...Manager Account Growth & Inside Sales Community Tax is looking...  ...isnt a traditional customer service role. Were looking for someone...  ...with qualified prospective clients to understand their needs...  ...Experience in tax services financial services SaaS professional services... 
    Full time
    Seasonal work
    Work at office
    3 days per week

    Community Tax

    Chicago, IL
    9 days ago
  • $50k

     ...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 work
    Work at office
    3 days per week

    Community Tax, LLC

    Chicago, IL
    6 days ago
  •  ...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 office
    Immediate start
    Remote work
    Relocation

    Attain Data

    Chicago, IL
    4 days ago
  •  ...critical, AI-powered technology and services empowering financial services and healthcare...  ...technology.Job DescriptionSenior Sales Account Executive, High Profile Field SalesLocation:...  ..., and operate solutions that help clients manage data, automate processes, and... 
    Ongoing contract
    Full time
    Work at office
    Remote work
    Worldwide

    SS&C Technologies

    Chicago, IL
    4 days ago
  • $115.93k - $177.76k

     ...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 work
    Work at office
    Flexible hours

    Burlington Stores

    Chicago, IL
    4 days ago
  • $95k - $140k

     ...distribution/visibility + develop/train execution team on programs & best practices (...  ...environment,Commercial acumen & financial awarenessCustomer service oriented with the ability to work well...  ...reporting knowledge2 years relevant sales experience in CPG or adult beverage3... 
    Full time
    Night shift
    Weekend work

    Sazerac Company

    Chicago, IL
    1 day ago
  •  ...top 10 national professional services firm where our purpose is to...  ...opportunities every day, for our clients, our people, and our...  ...audit roles (Interim Controller, Financial Reporting Manager, Internal Audit...  ...and hands-on approach in executing client engagements. Have the... 
    Hourly pay
    Full time
    Work experience placement
    Interim role
    Flexible hours

    CliftonLarsonAllen

    Chicago, IL
    4 days ago
  •  ...What's the Role? The Client Accounting Services Department Manager is a senior leadership role responsible for building, leading, and scaling the firm's CAS practice. This position plays a critical role in evolving the firm from traditional bookkeeping services into... 
    Full time
    Work at office
    Remote work

    MBE CPAs

    Chicago, IL
    21 hours ago
  • $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 time
    Local area
    Immediate start
    3 days per week

    US Bank

    Chicago, IL
    4 days ago
  • $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 time
    Contract work

    Intellect Design Arena Ltd

    Chicago, IL
    4 days ago
  • $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 time
    Work at office
    Remote work
    Flexible hours

    Salesforce

    Chicago, IL
    4 days ago
  • $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 office
    Local area

    Braze

    Chicago, IL
    3 days ago
  • $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 office
    Local area

    Braze

    Chicago, IL
    4 days ago
  • $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

    AmazonWebServices

    Chicago, IL
    5 days ago
  • $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 in
    Work at office
    Shift work
    3 days per week

    Box

    Chicago, IL
    21 hours ago
  •  ...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 contract
    Full time
    Work at office
    Worldwide

    SS&C Technologies

    Chicago, IL
    2 days ago
  • $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 office
    Local area

    Braze

    Chicago, IL
    21 hours ago
  •  ...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 time
    Work at office
    Work from home

    KellyMitchell Group

    Chicago, IL
    3 days ago
  • $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 contract
    Permanent employment
    Full time
    Contract work
    Internship
    Remote work

    North Bridge Staffing Group

    Chicago, IL
    8 hours ago
  • $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 time
    Part time
    Work at office
    Remote work
    Flexible hours

    Foth

    Chicago, IL
    2 days ago
  • $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 office
    Remote work
    Work from home
    Flexible hours
    3 days per week

    Gong.io

    Chicago, IL
    1 day ago
  • $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 area
    Remote work
    Worldwide
    Flexible hours

    Square Capital

    Chicago, IL
    1 day ago
  • $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 time
    Contract work
    Temporary work
    Part time
    Work experience placement
    Work at office

    The PNC Financial Services Group

    Chicago, IL
    21 hours ago
  • $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 time
    Work experience placement
    H1b
    Worldwide
    Flexible hours

    Northern Trust

    Chicago, IL
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Executive - Financial Services Sales. Be the first to apply!