AE I Client Success Representative
At a glance
Mid-level Customer Success role at TransUnion. Eagle - D.F. Del. Miguel Hidalgo · full-time.
Pay not stated
growthroles summary, based on the employer's posting.
What you'll do
- Support strategic client accounts and coordinate sales support work tied to commercial goals
- Find ways to simplify commercial processes, then help put automation and digital changes into practice
- Bring internal teams together to meet client commitments and support retention, growth, and satisfaction
- Coordinate commercial projects by tracking timelines, risks, dependencies, stakeholders, and performance updates
What you bring
- A bachelor's degree in a listed business, engineering, economics, information, analytics, or project field, or a related area
- At least three years in account management, client success, sales or business operations, commercial support, or project management
- Financial services experience, plus a track record of leading projects across teams
- Intermediate or advanced English, at B2 level or higher
- Working knowledge of sales operations and commercial support, CRM and BI tools, and data analysis; experience with listed platforms or similar tools
Who this fits
This role suits someone with a mid-level background who can combine client account support with cross-team commercial projects. You’ll need to use English at B2 level or above; the listed location is Mexico.
From the employer
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.
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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