Client Executive III

The Client Executive III is responsible for driving growth, retention, and strategic account management within the Financial Services industry by building strong relationships with key decision-makers and identifying new business opportunities. This role serves as a trusted advisor to clients, partnering across internal teams to deliver value, expand solutions, and support long‑term customer success. 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.

• Manage and grow assigned client accounts by building relationships with key decision‑makers and identifying new opportunities across Trans Union solutions.
• Lead account planning, business reviews, and sales meetings by coordinating cross‑functional resources and stakeholders.
• Partner with Industry Executives and internal teams to drive product adoption, retention, and account expansion.
• Act as a trusted advisor and customer advocate by developing a deep understanding of clients’ business goals, challenges, and market position.
• Identify usage gaps and growth opportunities with Client Value Executives to support customer satisfaction, retention, and revenue growth.

• Minimum of 5 years selling, consulting and/or business development within the financial services industry
• Enterprise account experience in a matrix environment with expertise in navigating large complex organizations, identifying buyers, influencers, and closing business within Financial Services
• Proven client engagement skills, including prospecting, relationship‑building, deal‑making and negotiating and closing business
• Exceptional communication skills and interpersonal skills. Articulate, persuasive, and engaging communication style. Ability to be extremely persistent in a pleasant and professional fashion
• Bachelor's Degree or higher from an accredited college or university, business related preferred
• Willingness to travel as needed - approximately twice a month (30%)

• 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.

• 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.

• 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.

• 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.

• 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.

• 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…