Transformation Lead — Banking & Financial Services
Location: Richardson, TX (On-Site)
About the Role
We are looking for an experienced and commercially driven Transformation Lead to anchor one of our most strategic Banking & Financial Services accounts. This role combines executive client engagement, large-scale delivery leadership, and account growth ownership within a global onshore–offshore IT services model.
As the Transformation Lead, you will serve as the senior accountable leader for a $10M strategic engagement, partnering closely with client CIOs, CTOs, and business leadership to drive transformation initiatives across Software Engineering, Quality Engineering, and Application Operations.
This is a high-impact leadership opportunity for someone who thrives at the intersection of technology, delivery excellence, and business growth.
What You’ll Do
Client Leadership & Transformation
- Build trusted advisor relationships with senior BFS client stakeholders including CIOs, CTOs, and VP leadership
- Lead transformation discussions, technology strategy workshops, and modernization roadmaps
- Identify client challenges and convert them into actionable solution proposals and Statements of Work (SOWs)
- Represent the organization in executive steering committees, QBRs, and governance forums
- Stay ahead of BFS technology, compliance, and regulatory trends to proactively shape client priorities
Delivery Governance
- Own end-to-end delivery across Software Engineering, Quality Engineering (QE), and Application Operations engagements
- Lead and inspire large onshore–offshore delivery teams in a managed services environment
- Establish governance models and delivery KPIs including SLA adherence, CSAT, defect metrics, velocity, and operational health
- Drive engineering excellence through Agile/SAFe, DevOps, CI/CD, automation, and continuous improvement practices
- Manage escalations, delivery risks, and stakeholder communications effectively
Growth & Commercial Ownership
- Own account P&L including revenue forecasting, margin management, utilization, and offshore leverage optimization
- Drive year-on-year account growth through upsell, cross-sell, and new service opportunities
- Partner with pre-sales, solutioning, and practice teams to build technically credible and commercially viable proposals
- Lead contract renewals, change requests, and commercial negotiations
- Develop strategic account growth plans aligned with client transformation priorities
What We’re Looking For
Experience
- 12–18 years of experience in IT Services, Consulting, or Managed Services environments
- 5+ years in account leadership, delivery leadership, or transformation leadership roles
- Proven experience managing large BFS/BFSI accounts valued at $5M+ annually
- Strong background managing offshore-heavy delivery models at scale
- Prior ownership of account P&L with demonstrated revenue growth and margin accountability
Technical & Delivery Expertise
- Strong foundation in Software Engineering, QA/QE, or Application Operations
- Deep understanding of Agile/SAFe, DevOps, CI/CD, cloud-native delivery models, and engineering best practices
- Ability to engage credibly in technical architecture and transformation discussions
- Experience driving large-scale modernization and managed services engagements
- Familiarity with BFS platforms, core banking systems, and regulatory environments is highly preferred
Key Skills & Competencies
- Executive Stakeholder Management
- Strategic Account Leadership
- Transformation & Modernization Programs
- Offshore Delivery Governance
- P&L Management
- Managed Services Operations
- Solution Design & Pre-Sales
- Agile / SAFe Delivery
- DevOps & CI/CD
- Quality Engineering
- Risk & Escalation Management
- Commercial Negotiation
- BFS Domain Expertise
What Will Make You Stand Out
- You have successfully grown large BFS IT services accounts
- You can confidently engage both client executives and engineering teams
- You understand how to balance delivery excellence with commercial performance
- You treat offshore delivery as a strategic advantage and know how to build high-performing global teams
- You can translate client pain points into scalable service offerings and new business opportunities
- You are equally comfortable leading a delivery war room and presenting in an executive boardroom
Why Join Us
- Own and shape a strategic enterprise BFS account
- Work directly with senior client executives and internal leadership
- Lead large-scale transformation initiatives with global delivery teams
- Influence business growth, delivery strategy, and client outcomes
- Be part of a high-visibility leadership role with strong career growth potential
Preferred Backgrounds
Candidates from leading global IT services and consulting organizations such as Accenture, Tata Consultancy Services, Infosys, Cognizant, Capgemini, Wipro, or similar global services organizations are highly encouraged to apply.