AE II Client Success Representative
At a glance
Mid-level Customer Success role at TransUnion. D.F. Del. Miguel Hidalgo · full-time.
Pay not stated Customer Success salary
growthroles summary, based on the employer's posting.
What you'll do
- Build relationships with key clients while helping manage strategic accounts
- Coordinate sales support and internal teams so commercial goals and client commitments stay on track
- Find ways to simplify commercial workflows and advance automation and digital projects
- Lead cross-team projects, tracking timelines, risks, dependencies and stakeholder updates
- Prepare reports on strategic work and commercial results, and support retention and client growth
What you bring
- A bachelor’s degree in business administration, industrial engineering or another listed field
- At least six years in account management, client success, sales operations or another listed function
- Financial services experience and a track record leading projects across teams
- Advanced English and experience with CRM and business intelligence tools
Who this fits
This role suits someone with mid-level experience across client management or commercial operations who can lead cross-functional projects. It is based in Miguel Hidalgo, 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 And Experiences
- Bachelor’s degree in Business Administration, Industrial Engineering, Economics, Information Systems, Data Analytics, Project Management, or a related field.
- 6+ 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.
- Advanced English proficiency.
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
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
AE II, Account Dev - Direct Sales
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