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