Relationship Account Executive II

Overview

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At Trans Union, we strive to build an environment where our associates are in the driver's seat of their professional development, while having access to help along the way. We encourage everyone to pursue passions and take ownership of their careers. With the support of colleagues and mentors, our associates are given the tools needed to get where they want to go.

Regardless of job titles, our associates have the opportunity to learn new things and be a leader every day. Come be a part of our team - you ll work with great people, pioneering products and cutting-edge technology.

• Bachelor degree or equivalent work experience.
• Minimum 2 years related inside sales experience, preferably in the financial services industry.
• Demonstrated aptitude in sales or marketing techniques with proven ability to cultivate customer relationships
• Must demonstrate consultative skills when calling on customers, effectively utilizing a certain degree of influence and persuasion.

• You will be responsible for maintaining and generating revenue from growth of existing client portfolio, new prospects and inactive accounts by marketing appropriate Trans Union products and services.
• Provide sales and relationship management to an existing customer portfolio of approximately 300 small to mid-sized accounts for a specific assigned territory of $2M to $3M in annual revenue.
• As the primary point of contact, assist in responding to and resolving customer s inquiries including but not limited to pricing, reporting, products, billing/collections, system/technical, compliance, and legal.
• Pre-sales call preparation including customer research using customer website, Callahan, NCUA, FDIC, and internal resources.
• Responsible for post sales and customer service call documentation including logging notes/calls in Salesforce, setting follow up tasks and logging cases for non-sales inquiries.
• Post sales call, work with sales manager and/or pricing team on pricing, follow up on contracts and supporting documentation.
• Responsible for submitting Services Work Order, billing memos, and Batch request
• Contact and sell warm leads and onboard new customers through credentialing process.
• Price negotiation concerning market share acquisition.
• Achieve or exceed annual growth targets
• You will develop creative solutions that best enhance and match the customers  needs
• Participate in individual and team based campaigns and achieve minimum growth requirements
• Coordinate internal and external conference calls with SME, BCS, Strategic Pricing, Compliance, Legal and other internal/external groups
• In this role, you will also evaluate and analyze accounts for cross selling and up selling opportunities
• Ability to learn and master multiple internal and external systems including Salesforce, TUBS, CPQ, SCM, CLM, Onbase, ePresent, TU Direct, CTS portal, AWS, Gong, Teams, and Outlook

We are looking for a Relationship Account Executive II to join our successful Inside Sales and Support team. This focus of this inside sales role is to provide sales and service assistance to a select portfolio of existing accounts for a specific assigned territory of about $2 million to $3 million.

The Team s Focus

Beyond the traditional business of furnishing credit reports for consumer lending, Trans Union Financial Services provides financial institutions with data and solutions to better manage customer relationships. We have a large, diverse client base ranging from top financial institutions to credit unions, in markets that range from mature to emerging. We offer a broad array of products customized to each aspect of our clients  business: credit risk management, marketing segmentation, fraud and , collections and credit decisioning.

We pride ourselves on our ability to bring innovative ideas and solutions to market, leveraging our extensive experience in credit data and analytics. Our team represents a dynamic blend of financial services industry experience and credit expertise.

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