Client Value Executive - Financial Services

Team Overview

The Client Value Executive (CVE) serves as the operational leader for strategic financial services accounts, driving operating rigor, cross-functional coordination, and strong day-to-day client health. They establish and run a disciplined operating model spanning reporting, billing, risk management, and execution cadence to improve predictability, transparency, and performance. The CVE also leads escalations, maintains executive-ready communication, and partners with stakeholders to protect, optimize, and grow account value. 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

Experience supporting large financial institutions or credit unions, with an understanding of client needs in regulated environments
Background in analytics, reporting, implementation, or migration delivery to support data-driven solutions and client outcomes
Familiarity with enterprise data, analytics, or credit solutions (e.g., TransUnion or similar organizations)
Ability to apply technical and client-facing experience to support solution adoption, delivery, and continuous improvement

Required Knowledge and Experiences

5+ years of experience leading complex, high-stakes enterprise programs or service delivery engagements with strong ownership, urgency, and accountability
Operate effectively in highly matrixed environments, driving alignment and execution without direct authority
Apply experience in financial services or regulated, data-driven industries to ensure compliance with risk and control frameworks
Manage escalations and stakeholder communication proactively to maintain client confidence and resolve issues efficiently
Design and implement program operating cadences, leveraging reporting, workflow, and financial tools to drive transparency, track performance, and deliver measurable outcomes

Benefits

• For Your Health: Enjoy day-one eligibility for medical, dental, and vision coverage, plus supplemental plan options. Spousal, domestic partner, and other eligible dependent coverage is available on select plans. Choose tax-advantaged HSA and FSA accounts to make everyday care more affordable.
• For Your Protection: We've got your back with company-paid basic life and AD&D, optional voluntary life and AD&D for you and your family, and short- and long-term disability. You can also opt into a legal plan, pet insurance, and travel accident coverage.
• For Your Family: From adoption assistance and fertility planning coverage to caregiver support, we're here for every chapter. Access Dependent Care FSA for possibility of an employer match, a complimentary Care@Work membership, and up to 12 weeks of paid parental leave with eligibility for a thoughtful, gradual return.
• For Your Future: Build toward what's next with our 401(k) with employer match and Employee Stock Purchase Plan (ESPP). Tap financial wellness resources, career coaching, and optional long-term care insurance to plan confidently.
• For You: Grow and recharge with tuition reimbursement, flexible time off for exempt employees or paid time off for non-exempt employees, up to 12 paid holidays per year, commuter benefits, employee discounts, charitable gift matching, and paid volunteer time off, plus corporate volunteer events that make it easy to give back.
• For Your Wellness: Access 24/7 support including professional therapy, coaching, and emotional well-being programs alongside guided meditation and resources that support physical, mental, social, and financial wellness.

Company Commitment

• We are committed to being a place where diversity is not only present, it is embraced. As an equal opportunity employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, veteran status, genetic information, marital status, citizenship status, sexual orientation, gender identity or any other characteristic protected by law.
• In accordance with Section 503 of the Rehabilitation Act of 1973 and the Vietnam Era Veterans' Readjustment Assistance Act of 1974, TransUnion takes affirmative action to employ and advance in employment qualified individuals with a disability and protected veterans in all levels of employment and develops annual affirmative action plans.

Pay Scale Information

The U.S. base salary range for this position is $75,750.00 - $126,250 annually. This position is eligible for both base pay and commission earnings. TransUnion commission targets are generally 20% - 50% of base salary and may vary based on position. *The salary range for this position reflects a reasonable estimate of the range of compensation for this job. At TransUnion, actual compensation is based on careful consideration of additional factors such as (but not limited to) an individual's education, training, work experience, job-related skill set, location, and industry knowledge, as well as the scope and responsibilities of the position and market considerations. Certain positions may be also eligible for long-term incentives and other payments based on applicable company guidance and plan documents.

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.

Internal Job Title

CVE II, Account Mgmt - Direct Sales

Company

TransUnion LLC