Strategic Account Manager | Financial Services

Team OverviewThe Financial Services team helps banks, lenders, and fintechs drive growth through TransUnion’s data, analytics, and risk solutions. The team partners closely with clients to identify opportunities and deliver measurable business outcomes. This team reports into the Financial Services & Fintech Sales Leadership organization and works cross-functionally to achieve commercial objectives.
Role Overview and Key ResponsibilitiesDevelop and execute account growth strategies to achieve and exceed annual revenue targets within the Financial Services portfolio.Build, maintain, and expand relationships with key client stakeholders, serving as a trusted advisor and primary commercial point of contact.Identify and develop cross-sell, upsell, and new business opportunities by understanding client objectives and aligning them with TransUnion solutions.Manage a healthy sales pipeline, providing accurate forecasting, opportunity tracking, and visibility into business performance.Conduct consultative sales meetings with business, risk, operations, and executive decision-makers to uncover client needs and propose value-based solutions.Present complex products, solutions, and business cases to C-level executives, senior leadership, and technical stakeholders.Develop and execute strategic account plans focused on client retention, revenue growth, and long-term relationship development.Collaborate with internal subject matter experts, product teams, and operational partners to develop customized client solutions and successfully advance opportunities.Monitor industry trends, competitive activities, and market developments to identify emerging opportunities and strengthen client engagement strategies.Maintain a high level of customer focus while balancing multiple priorities, projects, and deliverables in a fast-paced environment.
Required Knowledge and Experience3+ years of sales experience within the Financial Services industry, including responsibility for business development, account management, revenue generation, and client relationship management.Understanding of the Financial Services market, including client challenges, industry trends, and business priorities, with the ability to identify opportunities and deliver relevant solutions.Experience managing client accounts and building long-term client relationships, with a focus on retention, account growth, and customer satisfaction.Bachelor’s degree in Business Administration, Finance, Economics, Marketing, or a related field, or equivalent professional experience demonstrating commercial and client management capabilities.
Required Skills and ExperienceProficiency in Microsoft Office Suite, including Excel, PowerPoint, and Word, for business analysis, reporting, client presentations, and proposal development.Experience using Customer Relationship Management (CRM) platforms for opportunity management, pipeline tracking, forecasting, and account planning.Knowledge of sales pipeline management and revenue forecasting tools to monitor business performance and support commercial decision-making.Ability to leverage presentation and communication tools to effectively deliver business cases, solution demonstrations, and executive-level presentations.Experience using project management and organizational tools to coordinate activities, manage competing priorities, and ensure timely execution of client deliverables.
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