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Team Overview
Our Financial Services team serves as the trusted partner for TransUnion's small and mid-sized financial institution clients, combining consultative selling, customer relationship management, and solution expertise to drive client success. Team members manage a diverse portfolio of accounts, uncover growth opportunities through upselling and cross-selling, and collaborate across the organization to deliver innovative data and risk solutions that help customers make informed business decisions.
This role reports directly to the Sales Manager of the Sales Management division.This is a hybrid position and involves regular performance of job responsibilities virtually as well as in-person at an assigned TU office location for a minimum of two days a week.
Role Overview and Core Responsibilities
We are looking for a Relationship Account Executive to join our successful Inside Sales and Support team. The focus of this inside sales role is to provide sales and service assistance to a select portfolio of existing accounts for a specific assigned territory of about $2 million to $3 million.
You will be responsible for maintaining and generating revenue from growth of existing client portfolio, new prospects and inactive accounts by marketing appropriate TransUnion products and services.
Provide sales and relationship management to an existing customer portfolio of approximately 300 small to mid-sized accounts for a specific assigned territory of $2M to $3M in annual revenue.
As the primary point of contact, assist in responding to and resolving customer's inquiries including but not limited to pricing, reporting, products, billing/collections, system/technical, compliance, and legal.
Pre-sales call preparation including customer research using customer website, Callahan, NCUA, FDIC, and internal resources.
Responsible for post sales and customer service call documentation including logging notes/calls in Salesforce, setting follow up tasks and logging cases for non-sales inquiries.
Demonstrated aptitude in sales or marketing techniques with proven ability to cultivate customer relationships.
Must demonstrate consultative skills when calling on customers, effectively utilizing a certain degree of influence and persuasion.
Must demonstrate consultative skills when calling on customers, effectively utilizing a certain degree of influence and persuasion.
Required Knowledge and Experiences
Bachelor's degree or equivalent work experience.
Minimum 2 years related inside sales experience, preferably in the financial services industry.
Required Technical Skills
Salesforce.
Customer research using customer websites, Callahan, NCUA, FDIC, and internal resources.
We're also looking for the preferred skills below. Whether you are proficient or could use some brushing up, we're happy to support your career development and growth in:
Demonstrated aptitude in sales or marketing techniques with proven ability to cultivate customer relationships.
Benefits that support every part of your life:
At TransUnion, we design benefits to help youfeel well, do well, and plan well-from day one.
For Your Health: Enjoyday-one eligibilityfor medical, dental, and vision coverage, plus supplemental plan options. Spousal, domestic partner, and other eligible dependent coverage is available on select plans. Choose taxadvantagedHSAandFSAaccounts to make everyday care more affordable.
For Your Protection: We've got your back withcompanypaid basic life and AD&D, optionalvoluntary life and AD&Dfor you and your family, andshort and longterm disability. You can also opt into alegal plan,pet insurance, andtravel accident coverage.
For Your Family: Fromadoption assistance and fertility planning coveragetocaregiver support, we're here for every chapter. AccessDependent Care FSA for possibility of an employer match, a complimentaryCare@Workmembership, andup to 12 weeks of paid parental leavewith eligibility for a thoughtful, gradual return.
For Your Future: Build toward what's next with our401(k) with employer matchandEmployee Stock Purchase Plan (ESPP). Tapfinancial wellness resources,career coaching, and optionallongterm care insuranceto plan confidently.
For You: Grow and recharge withtuition reimbursement,flexible time off for exempt employees or paid time off for nonexempt employees, up to 12 paid holidays per year, commuter benefits, employeediscounts,charitable gift matching, andpaid volunteer time off, plus corporate volunteer events that make it easy to give back.
For Your Wellness: Access24/7 supportincluding professionaltherapy,coaching, and emotional wellbeing programs alongside guided meditation and resources that supportphysical, 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
ERCoE@transunion.com
.
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.
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 $37,400.00 - $58,000.00 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 p
