Financial Services Client Partner

Responsibilities

• Develop and grow strategic relationships within Financial Services accounts.
• Identify and pursue new business opportunities.
• Serve as a trusted advisor to executive stakeholders.
• Conduct business reviews and uncover opportunities for expansion.
• Develop tailored proposals aligned with client objectives.
• Collaborate with delivery and pre-sales teams to ensure successful outcomes.
• Drive revenue growth through both account expansion and new logo acquisition.
• Maintain strong pipeline discipline and forecasting practices.

Qualifications

• Experience selling consulting or professional services into Financial Services organizations.
• Strong consultative and relationship-building skills.
• Proven success managing enterprise accounts and growing revenue.
• Ability to navigate complex sales environments and engage senior decision-makers.
• Experience with enterprise information management initiatives is preferred.
• Strong presentation and communication skills.

Preferred Industry Experience

• Banking
• FinTech
• Insurance
• Wealth Management
• Credit Unions

Preferred Solution Experience

• Data Governance
• Information Management
• Customer Data Initiatives
• Data Integration
• Analytics Programs
• Enterprise Data Strategy