Relationship Account Executive

Relationship Account Executive

Our Financial Services team serves as the trusted partner for TransUnion's small and mid-sized financial institution clients, combining consultative selling, customer relationship management, and solution expertise to drive client success. Team members manage a diverse portfolio of accounts, uncover growth opportunities through upselling and cross-selling, and collaborate across the organization to deliver innovative data and risk solutions that help customers make informed business decisions.

This role reports directly to the Sales Manager of the Sales Management division.

This is a hybrid position and involves regular performance of job responsibilities virtually as well as in-person at an assigned TU office location for a minimum of two days a week.

Role Overview and Core Responsibilities

We are looking for a Relationship Account Executive to join our successful Inside Sales and Support team. The 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.

• You will be responsible for maintaining and generating revenue from growth of existing client portfolio, new prospects and inactive accounts by marketing appropriate TransUnion 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.
• Demonstrated aptitude in sales or marketing techniques with proven ability to cultivate customer relationships.
• Must demonstrate consultative skills when calling on customers, effectively utilizin