Client Value Executive - Financial Services

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Team Overview

The Client Value Executive
- Financial Services role is a client-facing sales and account management role partners closely with Client Executives to drive client satisfaction, support product implementation, and identify opportunities for revenue growth through upsell and cross-sell initiatives. The position serves as a trusted advisor to Financial Services clients, leveraging strong business acumen, problem-solving skills, and cross-functional collaboration to maximize product adoption and deliver value.

This role will report directly to the Sales Manager.

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

Role Overview and Core Responsibilities

• Partner with Client Executives to manage and grow client relationships, ensuring a high level of customer satisfaction and retention.
• Support business development efforts by collaborating with Industry Executives, product teams, and cross-functional partners to identify and advance sales opportunities.
• Drive product adoption and implementation, serving as a key point of contact for clients to resolve issues, address usage gaps, and deliver ongoing support.
• Expand revenue through upsell and cross-sell opportunities while capturing client feedback, maintaining Salesforce data integrity, and coordinating reporting and account support activities.

Required Knowledge and Experiences

• Bachelor's degree in business or related field is preferred
• 2+ years of sales and account management experience, with a proven ability to build relationships and deliver exceptional service to business clients.
• Strong business acumen, problem-solving, and project management skills, with the ability to take ownership of deliverables and successfully resolve client and account issues.
• Experience collaborating across matrixed organizations, leveraging internal partnerships and resources to support customers and drive business outcomes.
• Preferred background in Financial Services, Salesforce, and data-driven insights, with the ability to effectively communicate Trans Union's value proposition and business impact

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 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. Additionally, in accordance with Section 503 of the Rehabilitation Act of 1973 and the Vietnam Era Veterans' Readjustment Assistance Act of 1974, Trans Union 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 Trans Union's Affirmative Action Program for individuals with disabilities and protected…