Client Value Executive - Financial Services

Client Value Executive (CVE)

The Client Value Executive (CVE) serves as the operational leader for strategic financial services accounts, driving operating rigor, cross-functional coordination, and strong day-to-day client health. They establish and run a disciplined operating model—spanning reporting, billing, risk management, and execution cadence—to improve predictability, transparency, and performance. The CVE also leads escalations, maintains executive-ready communication, and partners with stakeholders to protect, optimize, and grow account value.

This role will report directly to the Sales Director.

This is a remote position which may require occasional in-person attendance at work-related events at the discretion of management.

• Experience supporting large financial institutions or credit unions, with an understanding of client needs in regulated environments
• Background in analytics, reporting, implementation, or migration delivery to support data-driven solutions and client outcomes
• Familiarity with enterprise data, analytics, or credit solutions (e.g., Trans Union or similar organizations)
• Ability to apply technical and client-facing experience to support solution adoption, delivery, and continuous improvement

• 5+ years of experience leading complex, high-stakes enterprise programs or service delivery engagements with strong ownership, urgency, and accountability
• Operate effectively in highly matrixed environments, driving alignment and execution without direct authority
• Apply experience in financial services or regulated, data-driven industries to ensure compliance with risk and control frameworks
• Manage escalations and stakeholder communication proactively to maintain client confidence and resolve issues efficiently
• Design and implement program operating cadences, leveraging reporting, workflow, and financial tools to drive transparency, track performance, and deliver measurable outcomes

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.

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.…