Our client is seeking a Senior 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