Relationship Account Executive II

Posted:
9/10/2024, 4:07:53 AM

Location(s):
Pennsylvania, United States ⋅ Florida, United States ⋅ Boca Raton, Florida, United States

Experience Level(s):
Expert or higher ⋅ Senior

Field(s):
Customer Success & Support ⋅ Sales & Account Management

Workplace Type:
Hybrid

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What We'll Bring:

At TransUnion, we have a welcoming and energetic environment that encourages collaboration and innovation. We are consistently exploring new technologies and tools to be agile. This environment gives our people the opportunity to hone current skills and build new capabilities, while discovering their genius.

Come be a part of our team – you’ll work with great people, pioneering products and cutting-edge technology.

What You'll Bring:

  • Minimum 2 years related inside sales experience, preferably in the financial services industry.
  • Demonstrated aptitude in sales or marketing techniques with proven ability to cultivate customer relationships
  • Must demonstrate consultative skills when calling on customers, effectively utilizing a certain degree of influence and persuasion.
  • Coordinate internal and external conference calls with SME, BCS, Strategic Pricing, Compliance, Legal and other internal/external groups
  • Ability to navigate Microsoft Office applications: Excel, PowerPoint, Outlook, OneNote etc.
  • Post sales call, work with sales manager and/or pricing team on pricing, follow up on contracts and supporting documentation.
  • Responsible for post sales and customer service call documentation including logging notes/calls in Salesforce, setting follow up tasks and logging cases for non-sales inquiries.

Impact You'll Make:

  • Make contact with all customers from the provided account list.
  • Learn key products and solutions.
  • Create upsell and cross sell opportunities that lead to additional revenue.
  • Participate in individual and team based campaigns and achieve minimum growth requirements.
  • Average 80%+ on Coach360 scorecards.
  • Make or exceed minimum call metrics (20 calls or 2.5 hours talk time).
  • 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.
  • Cross sell and upsell to existing book of business.
  • Contact new warm leads to bring in new revenue.
  • Document all customer conversations in Illuminate.
  • Ability to learn and master multiple internal and external systems including Salesforce, High Velocity Sales, TUBS, CPQ, SCM, CLM, Onbase, ePresent, TU Direct, CTS portal, ExecVision, Tenfold, Teams, and Outlook

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.

Benefits:

TransUnion provides flexible benefits including flexible time off for exempt associates, paid time off for non-exempt associates, tuition reimbursement, additional (following any short-term disability) 10 weeks of parental leave with gradual return, adoption assistance, fertility coverage, spousal and domestic partner benefits, charity gift matching, employee stock purchase plan, retirement contributions with employer match, organizational growth potential through our online learning platform with guided career tracks, and access to TransUnion’s Employee Resource Groups. 

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.


 

TransUnion's Internal Job Title:

RAE II, Account Mgmt - Inside Sales