Lagunilla de Heredia, Costa Rica
10 days ago
Client Success - Account Management

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What We'll Bring:

At TransUnion, we have a welcoming and energetic environment that encourages collaboration and innovation we’re 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.

What You'll Bring:

Minimum 1 year work experience in client management, project management., business analysis or similarExcellent verbal and written communication skillsAbility to actively listen and analyze customer needsExcellent relationship building skills; able to effectively build a network across a partner organization and within CyberScoutStakeholder management experienceOrganized, detailed-oriented and able to multi-taskProfessional and engaging presentation skillsSelf-motivated; high achieverFlexible working approach to accommodate time-zones of internal and external meetingsExperience using Salesforce CRMAble to travel up to 5%Insurance experience, specifically in Cyber, a plusBi-lingual required (English primary)This is a remote position which may require occasional in-person attendance at work-related events at the discretion of management.

Impact You'll Make:

Client Onboarding and Implementations

Project manage implementation activities for small tier clients:Build relationship with client as key point of contact during implementation.Lead and manage full project plan with client, conducting regular project meetings to assess progress.Attend regular internal planning meetings and liaise with internal stakeholders to ensure all requirements are delivered on time and to a high standard.Monitor program post-launch to ensure all BAU activities are running as expected e.g. invoicing, salesforce management

Account Management - Tier 1 accounts

Focus efforts on client satisfaction, engagement and success to ensure contracts are retained and renewed for multiple years.Work alongside the Business Development Manager with delivery of account management tasks such as client reporting, contracting and quarterly account reviews.Document clear records of key processes for all clients and regularly review them to ensure they are as efficient and effective as possible.Regularly communicate with operations team to ensure client process requirements are adhered to accurately and that they are aware of any client requested changes to processes and setup.Help to solve client queries or issues efficiently and where necessary escalate to the Client Success Manager.Assist with building content for client facing materials to support sales process from pre-sales to launch activities e.g. training presentations, process maps, implementation guides.Utilize key systems to report insights and analyze operational trends.

Supporting revenue and territory growth efforts

Work with Business Development team to identify and implement opportunities for revenue growth and sustain high level of client retention.

This is a remote position which may require occasional in-person attendance at work-related events at the discretion of management.

TransUnion Job Title

Account Mgr I, Account Mgmt - Direct Sales
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