Transformation Lead
Banking & Financial Services · IT Services (Staff Augmentation & Managed Services) · Onshore–Offshore Model
$10M Strategic Account · P&L Ownership · Executive Engagement
This is a high-impact leadership role anchoring our largest Banking & Financial Services account. The Transformation Lead serves as the single point of accountability for a $10M engagement — shaping strategy with client executives, driving transformation conversations, and ensuring world-class delivery across Software Engineering, Quality Management, and Application Operations. This role demands equal parts trusted advisor, delivery leader, and growth engine.
THREE PILLARS OF THE ROLE
CLIENT LEADERSHIP Engage C-suite & senior BFS stakeholders on transformation roadmaps, technology strategy, and solution design | DELIVERY EXCELLENCE Lead onshore–offshore teams across Software Engineering, QE, and App Ops; govern SLAs, quality, and program health | GROWTH & P&L Own revenue, margin, and pipeline — identify expansion opportunities and convert them into contracted work |
Client Leadership & Transformation
• Serve as the executive face of the engagement; build trusted advisor relationships with CIO, CTO, and VP-level leadership within the client''''s BFS organization
• Lead transformation planning workshops — identify technology gaps, co-create solutions, and package them into structured proposals and Statements of Work
• Maintain a deep understanding of BFS-specific regulatory, compliance, and technology trends to proactively anticipate and shape client priorities
• Represent the company in client QBRs, steering committees, and executive briefings with confidence and credibility
Delivery Governance
• Own end-to-end delivery governance across active contracts spanning Software Engineering, Quality Assurance/QE, and Application Operations & Support
• Manage and inspire a blended onshore–offshore team; set performance expectations, resolve escalations, and drive continuous improvement
• Establish and monitor delivery health metrics (velocity, defect rates, SLA adherence, CSAT) and present actionable insights to client leadership
• Champion engineering best practices — Agile/SAFe, DevOps, CI/CD — across the delivery organization
Growth & Commercial Management
• Own account P&L — forecast revenue, manage cost levers (pyramid, utilization, offshore leverage), and deliver targeted margin
• Drive year-on-year revenue growth through proactive identification of upsell, cross-sell, and new service line opportunities within the account
• Partner with internal pre-sales, solutions, and practice teams to shape technically credible proposals aligned to client priorities
• Negotiate commercial terms, change requests, and contract renewals with a commercially astute mindset
Experience & Background • 12–18 years in IT services, with 5+ years in account or delivery leadership roles • Proven track record managing $5M+ accounts in Banking, Financial Services, or Insurance • Demonstrated success managing onshore–offshore delivery models at scale (offshore-heavy preferred) • Prior P&L ownership with explicit revenue and margin accountability | Technical Depth • Hands-on background in Software Engineering, QA/Testing, or App Ops (not just management oversight) • Fluent in modern engineering practices — Agile/SAFe, DevOps, CI/CD, cloud-native architectures • Ability to engage credibly in technical architecture discussions and evaluate solution quality • Familiarity with BFS platforms, core banking systems, and regulatory frameworks (preferred) |
Executive Stakeholder Management | Solution Design & Pre-Sales | Offshore Delivery Governance |
P&L Management | Account Growth Strategy | Agile / SAFe |
DevOps & CI/CD | Quality Engineering | Application Operations |
Risk & Escalation Management | Commercial Negotiation | BFS Domain Knowledge |
WHAT WILL MAKE YOU STAND OUT
• You''''ve run a large BFS IT services account before — and grown it
• You can hold a whiteboard conversation with a CTO, and a margin conversation with your CFO, on the same day
• You treat offshore delivery as a strategic advantage, not a cost line — and your teams perform accordingly
• You convert client challenges into actionable service offerings that win new SOWs
• You are equally comfortable in a delivery war room and a client executive briefing
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