Client Executive - Financial Services Sales; Midwest

Position: Client Executive - Financial Services Sales (Midwest)

Trans Union’s Job Applicant Privacy Notice

Personal Information We Collect

Your Privacy Choices

Team Overview

The Client Executive - Financial Services Sales (Midwest) will be a trusted advisor to financial services clients by understanding their business needs and creating strategies that drive retention, expansion, and long-term success. Proven ability to navigate large organizations, build strong executive relationships, and collaborate across teams to deliver value and grow revenue.

This role report to the Vice President of Sales.

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

• Responsibility for managing the overall relationship with assigned accounts; identifying key decision makers, influencers, buyers and sponsors
• Leading and coordinating resources for client-facing business reviews and internal account planning sessions
• Facilitating both client facing and internal sales meetings; ensuring appropriate resource participation
• Collaborating with Industry Executives and matrix partners to drive adoption of new product opportunities
• Serving as your customer’s advocate; deeply understanding their business model and position within the market, and converting this knowledge into successful engagements with Trans Union
• Owning the account planning process, and determining the most strategic initiatives and priorities for your customers
• Reviewing usage gaps and expansion opportunities alongside our Client Value Executives in support of customer retention and expansion initiatives

Required Knowledge and Experiences

• 5 years (minimum) selling, consulting and/or business development within the financial services industry
• Major 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

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 :
Enjoyday-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‑advantagedHSAandFSAaccounts 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&Dfor you and your family, andshort‑ and long‑term disability. You can also opt into alegal plan,pet insurance, andtravel accident coverage.
For Your Family :
From adoption assistance and fertility planning coveragetocaregiver support, we’re here for every chapter. Access Dependent Care FSA for possibility of an employer match, a complimentary

Care@Work membership, andup to 12 weeks of paid parental leavewith eligibility for a thoughtful, gradual return.
For Your Future :
Build toward what’s next with our
401(k) with employer matchand

Employee Stock Purchase Plan (ESPP). Tap financial wellness resources,career coaching, and optionallong‑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,…