Job Title: Client Partner – Financial Services (Data & AI Solutions)
Location: Remote (Dallas, Texas, USA) with 50–60% Travel
Job Type: Full-Time
Experience: 7–10+ Years
Job Summary
We are seeking an experienced Client Partner – Financial Services to drive business growth and strengthen strategic client relationships across Banking, Financial Services, and Insurance (BFSI) accounts. This is a client-facing role focused on expanding Data, AI, Cloud, and Digital Transformation services within enterprise financial services customers.
The ideal candidate will have a proven track record in account management, business development, executive relationship management, and consultative selling of enterprise Data & AI solutions. This role requires strong commercial acumen, executive presence, and the ability to collaborate closely with delivery teams to ensure customer success while identifying opportunities for growth.
This position is Remote (Dallas, Texas) and requires 50–60% travel across the United States to meet customers and support business development initiatives.
Key Responsibilities
Client Relationship Management
• Build and nurture long-term executive relationships within Banking, Financial Services, and Insurance (BFSI) accounts.
• Act as a trusted advisor to business and technology stakeholders.
• Drive customer satisfaction, retention, and account growth.
Account Growth & Business Development
• Identify and develop new opportunities for Data, AI, Cloud, and Digital Transformation services.
• Create strategic account plans, whitespace analysis, and growth roadmaps.
• Expand existing customer relationships through cross-selling and upselling initiatives.
• Drive renewals, contract extensions, and long-term engagement strategies.
AI & Data Solutions Consulting
• Position enterprise solutions including:
• Artificial Intelligence (AI)
• Agentic AI & AI Agents
• Data Management
• Master Data Management (MDM)
• Data Governance
• Cloud Data Platforms
• Data Modernization
• Understand customer challenges and align technology solutions with business objectives.
Commercial & Delivery Collaboration
• Work closely with Delivery, Pre-Sales, and Solution teams to ensure successful project execution.
• Support pricing strategies, Statements of Work (SOW), renewals, and commercial negotiations.
• Manage customer escalations professionally while maintaining strong client relationships.
Sales Operations
• Maintain accurate CRM updates, opportunity tracking, forecasting, and account documentation.
• Meet revenue growth, retention, and customer satisfaction targets.
Required Skills
• 7–10+ years of experience in Client Partner, Account Management, Business Development, or Enterprise Sales roles.
• Strong experience working with Financial Services (Banking, Insurance, Capital Markets, or FinTech) clients.
• Proven success in:
• Enterprise Account Management
• Client Relationship Management
• Revenue Growth
• Account Expansion
• Renewals
• Experience selling enterprise technology solutions including:
• Data & AI
• Cloud
• Data Modernization
• Data Governance
• Master Data Management (MDM)
• Strong executive communication and stakeholder management skills.
• Experience working with enterprise procurement and vendor management processes.
Preferred Technical Knowledge
• Microsoft Azure
• AWS
• Google Cloud Platform (GCP)
• Databricks
• Snowflake
• Informatica
• Reltio
• AI & Machine Learning
• Agentic AI / AI Agents
• Cloud Data Lakes
• Data Fabric Architecture
Why Join Us?
• Work with leading enterprise Financial Services organizations.
• Drive strategic Data & AI transformation initiatives.
• Collaborate with highly experienced technology and consulting teams.
• Excellent compensation with performance-based incentives.
• Opportunity to build long-term executive relationships and influence digital transformation.
Mandatory Skills (Must-Have)
• Client Partner / Client Relationship Management
• Financial Services (Banking / Insurance / BFSI)
• Account Management
• Enterprise Sales
• Data & AI Solutions
• Cloud Solutions (Azure / AWS / GCP)
• Data Governance
• Master Data Management (MDM)
• Data Modernization
• Executive Stakeholder Management
• Business Development
• Revenue Growth & Account Expansion
Interested candidates can apply at [email protected]
Location: , ,
LinkedIn: Apply Here