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AE I Client Success Representative

TransUnion · Eagle, WI · Full time

Posted Sep 23, 2026 · We last checked this listing on Oct 6, 2026

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Likely interview questions for this role

Written from this job description, not a generic list. Each one notes what the interviewer is really checking.

About your past

Tell me about a commercial process you improved or standardized. What changed?

What they are checking: Whether they have actually made processes more efficient, which is central to this role.

Tell me about a time you helped keep a client who was unhappy.

What they are checking: Whether they contribute to retention through follow-through and care.

Tell me about a digital tool you introduced to a team. How did you get people to use it?

What they are checking: Whether they understand that adoption matters as much as the tool.

What does good account management support look like from your side?

What they are checking: Whether they understand how to make account managers more effective.

What would you do

A client commitment is at risk because another team is behind. What do you do?

What they are checking: Whether they coordinate resources and escalate early to protect the client.

Sales wants things done one way and Operations another. How do you bring them together?

What they are checking: Whether they can build agreement across teams with different priorities.

How do you keep many small projects moving at once?

What they are checking: Whether they stay organized across several initiatives without dropping one.

About the work

How would you find which sales support tasks are good candidates for automation?

What they are checking: Whether they can spot repetitive, rule-based work that tools can handle.

Walk me through how you'd manage a strategic project with several stakeholders and dependencies.

What they are checking: Whether they use real project management habits like timelines, risk tracking and updates.

What would you include in a tracking report on commercial performance?

What they are checking: Whether they know what leaders need to see to make decisions.

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The full job description

As published by TransUnion.

TransUnion's Job Applicant Privacy Notice Team Overview The Client Success team is responsible for supporting strategic account management and ensuring operational excellence across commercial activities. The team works closely with Sales and cross-functional partners to optimize processes, enhance the customer experience, and drive digital transformation and automation initiatives.

 Role Overview And Core Responsibilities • Support strategic account management activities and build strong relationships with key clients. • Coordinate Sales Support activities to contribute to the achievement of commercial objectives. • Identify and execute opportunities to improve, standardize, and optimize commercial processes. • Drive automation and digitalization initiatives to enhance operational efficiency. • Coordinate internal resources to ensure the fulfillment of client commitments. • Support client retention, growth, and satisfaction initiatives. • Lead and coordinate strategic projects related to commercial operations and client management. • Manage project timelines, risks, dependencies, and communication with key stakeholders. • Prepare tracking reports and updates on strategic initiatives and commercial performance. • Foster collaboration across teams to ensure the effective execution of projects and business objectives. Required Knowledge & Experience • Bachelor’s degree in Business Administration, Industrial Engineering, Economics, Information Systems, Data Analytics, Project Management, or a related field. • 3+ years of experience in Account Management, Client Success, Sales Operations, Business Operations, Commercial Support, or Project Management. • Experience within the financial services industry. • Experience leading cross-functional projects and initiatives. • Intermediate to advanced English proficiency (B2 or higher). Required Technical Skills • Knowledge of Sales Operations, Account Management, and commercial support processes. • Experience with CRM platforms and Business Intelligence tools. • Knowledge of process automation, digital transformation, and Artificial Intelligence solutions. • Experience using Power BI, Power Automate, Microsoft Copilot, Dynamics 365, Salesforce, or similar tools. • Ability to analyze data and generate actionable business insights. Required Knowledge And Experiences Preferred Skills • Strategic thinking and results orientation. • Project and program management. • Stakeholder management. • Strong communication and cross-functional influencing skills. • Adaptability, continuous improvement, and change management. #LI-SG4 TransUnion Overview: At TransUnion, we encourage and are committed to creating a real, positive impact and shared sense of purpose within our Workforce for Good , which empowers our people to grow, innovate and contribute to a better future for our communities and customers. We strive to build an environment where our associates are in the driver’s seat of their professional development— while having access to help along the way. We recognize that success comes when our associates thrive both professionally and personally; that’s why we prioritize work/life flexibility and offer resources for our teams across the globe to collaborate and drive excellence. Be a part of our Workforce for Good – you’ll work with great people, pioneering products and cutting-edge technology. TransUnion Job Title Account Mgr I, Account Dev - Direct Sales

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