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Team Overview
The Financial Services team helps banks, lenders, and fintechs drive growth through TransUnion’s data, analytics, and risk solutions.
The team partners with clients to identify opportunities and deliver measurable business outcomes. This team reports to the Financial Services and Fintech Sales Leadership organization and works cross-functionally to achieve commercial goals.

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
Role Description and Key Responsibilities
- Develop 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 engagements with business, risk, operations, and executive-level decision makers to uncover client needs and propose value-based solutions.
- Present complex products, solutions, and business cases to C-level executives, senior management, 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 tailored 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 client service while balancing multiple priorities, projects, and deliverables in a fast-paced environment.
Required Knowledge and Experience
- 3+ years of sales experience within the Financial Services industry, including responsibility for business development, account management, revenue generation, and client relationship management.
- Knowledge of the Financial Services market, including customer challenges, industry trends, and business priorities, to effectively identify opportunities and deliver relevant solutions.
- Experience managing client accounts and building long-term customer 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 Knowledge And Experiences
- Proficiency with 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 and revenue forecasting tools to monitor business performance and support commercial decision-making.
- Ability to utilize 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.
TransUnion Overview:
At TransUnion, we encourage and are committed to creating a real, positive impact and shared sense of purpose within our Workforce for Good, which empowers our people to grow, innovate and contribute to a better future for our communities and customers. 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 recognize that success comes when our associates thrive both professionally and personally; that’s why we prioritize work/life flexibility and offer resources for our teams across the globe to collaborate and drive excellence.
Be a part of our Workforce for Good – you’ll work with great people, pioneering products and cutting-edge technology.
TransUnion Job Title
AE II, Account Dev - Direct Sales
