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Client Value Executive Financial

  • MILWAUKEE, WI, United States
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Job details

Experience
Required Knowledge and Experiences 5+ years of experience selling or supporting consultative solutions in a technical, complex, and fast-paced environment.
Posting language
English
Posted

Original job description

JOB REQUIREMENTS: TransUnion\'s Job Applicant Privacy Notice Personal Information We Collect Your Privacy Choices Team OverviewThe Client Value Executive - Financial Services, Contact Center Solutions role will act as the primary day-to-day client manager for an important set of Financial Services customers that leverage TransUnion\'s Contact Center solutions. The individual will primarily be accountable for protecting and retaining a large base of existing client revenue through ongoing collaboration with their clients and various internal departments to ensure overall client satisfaction and return on investment in Contact Center solutions. Additionally, the Client Value Executive (CVE) is expected to work closely with cross-functional internal teams to develop trusted, consultative, and mutually beneficial client relationships that lead to incremental upsell and cross-sell opportunities within their existing client base.This role will report directly to the Sales Director. This is a remote position which may require occasional in-person attendance at work-related events at the discretion of management. Role Overview and Core Responsibilities Manage and grow a strategic portfolio of Financial Services clients, building strong relationships and supporting day-to-day client needs. Protect and retain existing revenue by understanding each client\'s business priorities, challenges, and opportunities to deliver ongoing value. Identify growth opportunities within existing accounts, partnering with Sales and internal account teams to expand relationships and drive incremental revenue. Lead client engagement activities, including Quarterly Business Reviews, ongoing education, and thought leadership around Contact Center solutions. Coordinate cross-functional internal teams to resolve client issues related to service, billing, technology, product, and delivery. Maintain strong account management practices through Salesforce documentation, renewal forecasting, account planning, and staying current on Financial Services trends, emerging technologies, and competitors. Required Knowledge and Experiences 5+ years of experience selling or supporting consultative solutions in a technical, complex, and fast-paced environment. Experience managing the full sales cycle, from identifying client needs and developing value-driven solutions through closing and implementation. Proven track record of retaining and growing a client portfolio, with strong consultative account management and sales skills. Strong client relationship, negotiation, presentation, and project management skills, with the... For full info follow application link. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, veteran status, marital status, citizenship status, sexual orientation, gender identity or any other characteristic protected by law. ***** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/DFA91C8B62A24894

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