Client Partner

Overview

On Site
Depends on Experience
Full Time
No Travel Required
Unable to Provide Sponsorship

Skills

Account Management
Client Management
Financial or Fintech
Salesforce or CRM
AI

Job Details

Hi,

I hope you’re doing great,
We have an urgent opening for the below Position. Please find the below JD, let me know your interest.

 

Role: Client Partner – Financial Services

Location: Dallas, TX (onsite)

Duration: Full-time

 

Skill Set : Strategic Account Manager, Client Relationship, Salesforce

 

About the Role

We are seeking a dynamic and experienced Client Partner to join our growing team in Dallas.

The ideal candidate will have a proven track record of building and managing executive-level relationships in the financial services and banking sector.

Experience working with mortgage clients is a significant advantage.

The Client Partner will serve as the trusted advisor and primary point of contact for strategic accounts, responsible for driving growth, managing client satisfaction, and aligning our services/solutions to customer needs.

 

Key Responsibilities

  • Own and grow a portfolio of financial services and banking clients, with a focus on mortgage lending and servicing.
  • Serve as the strategic partner for C-suite and senior business/technology leaders, driving engagement and long-term relationships.
  • Identify client challenges and opportunities, and position our digital, AI, and automation solutions to create measurable business value.
  • Lead the account strategy and partner with delivery teams to ensure high client satisfaction and successful project outcomes.
  • Develop and execute account growth plans, including upsell, cross-sell, and new solution introductions.
  • Drive revenue growth and meet/exceed assigned sales and account targets.
  • Act as the voice of the customer internally to influence product roadmaps and service offerings.
  • Represent the company at industry events, conferences, and client meetings in Dallas and across the region.

 

Qualifications

  • 10+ years of experience in client management, business development, or consulting roles within financial services / banking.
  • Strong background working with mortgage lenders, servicers, or related financial institutions.
  • Deep understanding of mortgage processes, technology platforms (e.g., Encompass, Empower, Loan Origination Systems), and digital transformation trends.
  • Proven ability to develop executive relationships and influence client decision-making.
  • Track record of meeting or exceeding sales/revenue targets.
  • Excellent communication, negotiation, and presentation skills.
  • Ability to thrive in a fast-paced, entrepreneurial environment.
  • Local to Dallas, TX with ability to travel regionally as required.

 

Why Join Us?

  • Opportunity to work with leading financial institutions and drive digital transformation in banking and mortgage.
  • A high-impact role with visibility across executive leadership and clients.
  • Collaborative culture with entrepreneurial growth mindset.
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