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Client Success - Account Management

AT TransUnion
TransUnion

Client Success - Account Management

Santa Ana, Costa Rica

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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 similar
  • Excellent verbal and written communication skills
  • Ability to actively listen and analyze customer needs
  • Excellent relationship building skills; able to effectively build a network across a partner organization and within CyberScout
  • Stakeholder management experience
  • Organized, detailed-oriented and able to multi-task
  • Professional and engaging presentation skills
  • Self-motivated; high achiever
  • Flexible working approach to accommodate time-zones of internal and external meetings
  • Experience using Salesforce CRM
  • Able to travel up to 5%
  • Insurance experience, specifically in Cyber, a plus
  • Bi-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:

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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

Client-provided location(s): Lagunilla, Heredia, Costa Rica
Job ID: transunion-19032973
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • FSA
    • FSA With Employer Contribution
    • HSA
    • HSA With Employer Contribution
    • On-Site Gym
    • Mental Health Benefits
    • Virtual Fitness Classes
    • Pet Insurance
  • Parental Benefits

    • Adoption Assistance Program
    • Fertility Benefits
    • Family Support Resources
    • Adoption Leave
    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
  • Work Flexibility

    • Flexible Work Hours
    • Remote Work Opportunities
    • Hybrid Work Opportunities
  • Office Life and Perks

    • Casual Dress
    • Happy Hours
    • Some Meals Provided
    • On-Site Cafeteria
    • Company Outings
    • Holiday Events
  • Vacation and Time Off

    • Personal/Sick Days
    • Volunteer Time Off
    • Unlimited Paid Time Off
    • Paid Holidays
    • Paid Vacation
    • Leave of Absence
  • Financial and Retirement

    • 401(K)
    • 401(K) With Company Matching
    • Stock Purchase Program
    • Performance Bonus
    • Financial Counseling
    • Company Equity
  • Professional Development

    • Leadership Training Program
    • Tuition Reimbursement
    • Access to Online Courses
    • Internship Program
    • Associate or Rotational Training Program
    • Learning and Development Stipend
    • Promote From Within
    • Lunch and Learns
    • Mentor Program
  • Diversity and Inclusion

    • Employee Resource Groups (ERG)
    • Diversity, Equity, and Inclusion Program

Company Videos

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