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Customer Engagement Operations Specialist

2 months ago


Reston, Virginia, United States TransUnion Full time
About the Role

We are seeking a highly skilled Customer Engagement Operations Specialist to join our team at TransUnion. As a key member of our sales operations team, you will play a critical role in driving business growth and improving customer engagement.

Key Responsibilities
  • Collect, analyze, and interpret renewal/sales data from PowerBI and Salesforce to provide actionable insights and troubleshoot data anomalies.
  • Manage the Account Transfer and Account Assignment process in Salesforce to ensure accurate vertical alignment for the Diversified Markets organization.
  • Support the reporting needs for various sales teams within the Diversified Markets vertical through systemic or one-off data pulls.
  • Develop additional reporting functionality, including identifying new marketplace trends that our sales organization should be aware of.
  • Ensure sellers are maintaining accurate renewal forecasts.
Sales Strategy Development
  • Collaborate with leadership to develop and execute sales strategies, such as cross-sell campaigns.
  • Support the planning and implementation of sales initiatives, including creating reference materials and trackers for visibility.
Technology and Tools Management
  • Be the Subject Matter Expert for Salesforce and DOMO/PowerBI.
  • Provide feedback to cross-functional teams on areas for improvement based on team feedback.
  • Develop and maintain sales dashboards and reports in conjunction with the DOMO/PowerBI teams.
  • Ensure data integrity and accuracy within reporting systems.
  • Train sales teams on the effective use of technology and tools.
  • Support the broader team by ensuring they can process renewals/sales opportunities in Salesforce as needed.
About TransUnion

TransUnion is a welcoming and energetic environment that encourages collaboration and innovation. 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.

We offer a range of benefits, including flexible time off, paid time off, tuition reimbursement, parental leave, adoption assistance, fertility coverage, spousal and domestic partner benefits, charity gift matching, employee stock purchase plan, retirement contributions with employer match, and access to our online learning platform with guided career tracks.