Relationship Account Executive

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 focuses on consultative account management to manage and grow existing customer relationships, with upsell and cross-sell opportunities within the reseller channel. The role is in a collaborative, high-growth sales environment focused on delivering value-driven solutions and long-term customer partnerships.

This role reports to the Sales Director of the Sales Management division. This is a hybrid position requiring regular duties virtually and in-person at a Trans Union office location for a minimum of two days a week.

• 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 (Pricing, Compliance, Legal).
• Maintain accurate post-sales documentation, including call notes, follow-ups, and case management in Salesforce and other internal systems.

• 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.
• Collaborate with sales leadership and pricing teams post-call to support pricing, contracts, and required documentation.

Trans Union offers comprehensive benefits designed to support health, protection, family, future, personal well-being, and wellness. Benefits may include day-one medical, dental, vision coverage options, life and AD&D insurance, disability coverage, legal plans, dependent care accounts, retirement plans, tuition reimbursement, time off, and wellness resources. This section is informational and may vary by location and eligibility.

Trans Union is an equal opportunity employer. Qualified applicants will receive consideration 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. The company maintains affirmative action programs for individuals with disabilities and protected veterans and provides contact information for review upon request.

Applicants must be authorized to work in the United States on a full-time basis without employer sponsorship now or in the future. Trans Union complies with applicable immigration laws and regulations.

The U.S. base salary range for this position is $37,400.00 – $58,000.00 annually. This position is eligible for base pay and commissions. Commission targets vary by position and may be 20%–50% of base pay. The salary range reflects a reasonable estimate and actual compensation is based on factors such as education, experience, skill set, location, responsibilities, and market considerations.