Client Success Manager - Cyber Insurance - US Markets

Posted 15 Days Ago
Chicago, IL
Hybrid
Mid level
Big Data • Fintech • Information Technology • Business Intelligence • Financial Services • Cybersecurity • Big Data Analytics
The Role
As a Client Success Manager at TransUnion, you'll manage client onboarding and account management for small to mid-tier clients, focusing on client satisfaction and retention. You will collaborate with internal stakeholders, lead project implementation, monitor ongoing programs, and support business development efforts to grow revenue and maintain high client engagement and success rates.
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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 3 years 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 20%
  • Insurance experience, specifically in Cyber, a plus
  • Bi-lingual, a plus
  • 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 to mid 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
  • Support with managing new country/non standard implementations.

Account Management

  • 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 Director.
  • 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

  • Assist with research to prepare for Cyberscout’s entry into a new territory.
  • 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.

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:

Account Mgr II, Account Mgmt - Direct Sales

Top Skills

Salesforce

What the Team is Saying

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The Company
HQ: Chicago, IL
13,000 Employees
Hybrid Workplace
Year Founded: 1968

What We Do

TransUnion is a global information and insights company that makes trust possible by ensuring that each consumer is reliably and safely represented in the marketplace.

We do this by having an accurate and comprehensive picture of each person.

This picture is grounded in our legacy as a credit reporting agency which enables us to tap into both credit and public record data; our data fusion methodology that helps us link, match and tap into the awesome combined power of that data; and our knowledgeable and passionate team, who stewards the information with expertise, and in accordance with local legislation around the world.

Because of our work, organizations can better understand consumers in order to make more informed decisions, and earn their trust through great, personalized experiences, and the proactive extension of the right opportunities, tools and offers. In turn, consumers can be confident that their data identities will result in the opportunities they deserve.

We make trust possible, so businesses and consumers can transact with confidence and achieve great things. We call this Information for Good®—it’s our purpose, and what drives us every day.

Why Work With Us

Our culture is welcoming, energetic and innovative. There’s an overall synergy that flows throughout TransUnion, creating a sense of unity in knowing that we’re all working to achieve the same overall goal. We’re dedicated to providing opportunities for our people to get involved and stay connected with their colleagues across the globe.

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Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: Flexible
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