Client Partner, Financial Services

Our client is seeking a Client Partner to expand their Data and AI services and solutions to increase revenue and deepen relationships within an assigned portfolio of Financial Services accounts. This role is ideal for a consultative relationship-driven seller who excels at account planning executive alignment retention and expansion while partnering tightly with delivery teams to ensure long-term customer success.

Key Responsibilities

• Identify and expand opportunities across new and existing AI Data Management Master Data Management Data Governance Data modernization initiatives
  
• Build multi-year account plans including whitespace analysis relationship maps and growth plays within assigned BFSI accounts
  
• Develop trusted executive relationships with senior AI Data Technology and Business leaders
  
• Collaborate with delivery leaders to ensure customer outcomes and high satisfaction
  
• Manage escalations professionally and protect client relationships
  
• Support commercial strategy: pricing renewals scope management SOW extensions
  
• Maintain pipeline forecasting and account documentation in CRM
  

• 710 years experience in client-facing roles within technology or software organizations
  
• Demonstrated success in account growth renewals and Data/AI expansion for financial services
  
• Skilled at positioning AI-driven solutions (Agentic AI AI Agent) for banking financial services and insurance
  
• Experience selling Cloud Data Lakes Data Fabrics data governance or Master Data Management to financial services
  
• Strong executive presence relationship-building and collaboration skills
  
• Comfortable with enterprise processes: procurement vendor management and governance
  

Technical Fluency

• Knowledge of Data Management and/or AI solutions from Azure Google Cloud AWS Databricks Snowflake Informatica Reltio
  
• Knowledge of ML Agentic AI AI Agent solutions and the use of these across business operations and technology organizations across the banking and financial services industry
  

What Success Looks Like

• Retains accounts while growing services footprint year-over-year
  
• Expands relationships beyond initial stakeholders (multi-threaded trust network)
  
• Works seamlessly with delivery teams to drive client outcomes and additional opportunities
  
• Establishes the company as a strategic partner for enterprise data and AI transformation