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
  

Requirements

• 7–10 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