Relationship Account Executive II

TransUnion • Crum Lynne, PA

13d • Hybrid

About The Position

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. Beyond the traditional business of furnishing credit reports for consumer lending, TransUnion 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 ID management, 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. TransUnion complies with all applicable immigration laws and regulations. The Company does not presently provide employer support or sponsorship for an immigration-related employment benefit for this position. Applicants must be authorized to work in the United States on a full-time basis without the need for employer support or sponsorship now or in the future. Qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable law, including the Los Angeles County Fair Chance Ordinance for Employers, the San Francisco Fair Chance Ordinance, Fair Chance Initiative for Hiring Ordinance, and the California Fair Chance Act. Adherence to Company policies, sound judgment and trustworthiness, working safely, communicating respectfully, and safeguarding business operations, confidential and proprietary information, and the Company’s reputation are also essential expectations of this position. 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.

Requirements

• 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.

Responsibilities

• 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.
• 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

Benefits

• TransUnion provides flexible benefits including flexible time off for exempt associates, paid time off for non-exempt associates, up to 12 paid holidays per year, health benefits (including medical, dental, and vision plan options and health spending accounts), mental health support, disability benefits, up to 12 weeks of paid parental leave, adoption assistance, fertility planning coverage, legal benefits, long-term care insurance, commuter benefits, tuition reimbursement, charity gift matching, employee stock purchase plan, 401(k) retirement savings with employer match, and access to TransUnion’s Employee Resource Groups.
• Spousal, domestic partner, and other eligible dependent coverage is available on select health and welfare plans.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level