Relationship Account Executive

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Team Overview

The Inside Sales Financial Services team supports small to mid-sized financial institutions, including banks, credit unions, finance companies, and reseller partners across mortgage, tenant, and employment screening segments. This team plays a key role in managing and growing existing customer relationships through consultative account management, upsell, and cross-sell opportunities within the reseller channel. The role sits within a collaborative, high growth sales environment focused on delivering value-driven solutions and long-term customer partnerships.

This role reports directly to the Sales Director 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

* Manage and grow a ~$1M portfolio of existing accounts within an assigned territory, driving revenue through consultative account management

* Identify and execute upsell and cross-sell opportunities within the reseller channel and existing book of business, while engaging warm leads to generate incremental revenue

* Serve as the primary point of contact for customer inquiries, resolving issues related to pricing, products, billing, systems, compliance, and legal matters

* Meet or exceed activity metrics (e.g., 25 calls or 1.5 hours of talk time) and coordinate cross-functional support with internal teams (e.g., Pricing, Compliance, Legal)

* Maintain accurate post-sales documentation, including call notes, follow-ups, and case management in Salesforce and other internal systems

Required Knowledge and Experiences

* 2+ years of inside sales or related experience, with a demonstrated ability to apply effective sales and marketing techniques

* Proven success building and maintaining strong customer relationships

* Ability to quickly learn and navigate multiple internal and external systems (e.g., Salesforce, Gong, CPQ, CLM, Teams, Outlook)

* Proficiency in Microsoft Office tools, including Excel, PowerPoint, Outlook, and One Note

* Partner with sales leadership and pricing teams post-call to support pricing, contracts, and required documentation

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Benefits that support every part of your life:

At Trans Union, 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 Care@Work 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.

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