Relationship Account Executive
TransUnion - Crum Lynne, PA
Hiring: Relationship Account Executive Company: TransUnion Location: Crum Lynne, PA Job Posted Time: 2026-09-12 12:07:40 Employment Type: Hybrid Target Skills & Keywords : Salesforce About the job Experience: •2 years related inside sales experience, preferably in the financial services industry. •Minimum 2 years related inside sales experience, preferably in the financial services industry. Required Skills: •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. •Lead and oversee post sales and customer service call documentation including logging notes/calls in Salesforce, setting follow up tasks and logging cases for non-sales inquiries. •Demonstrated aptitude in sales or marketing techniques with proven ability to cultivate customer relationships. •Minimum 2 years related inside sales experience, preferably in the financial services industry. •Customer research using customer websites, Callahan, NCUA, FDIC, and internal resources. Qualifications: •Must demonstrate consultative skills when calling on customers, effectively utilizing a certain degree of influence and persuasion. •Bachelor’s degree or equivalent work experience. Compensation: •: Enjoy day-one eligibility for medical, dental, and vision coverage, plus supplemental plan options Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!