Client Director - Financial Services

Responsibilities

• Own and manage all aspects of the client commercial relationship, focusing on C-suite engagement
• Drive growth in ARR and NRR by creating structured expansion strategies for new business and use cases
• Translate adoption of the company platform into commercial momentum through strategic partnerships
• Integrate the company as a key component of the client’s AI and operational strategy, ensuring it is viewed as more than just a solution
• Identify and address commercial risks while maintaining robust multi-threaded relationships during client transformations
• Develop and share reusable strategic assets for account management, ensuring alignment with broader practice goals
• Maintain disciplined tracking of account plans and growth targets to ensure forecast accuracy

Qualifications

• 12+ years in enterprise SaaS sales or strategic account management, with at least 5 years managing accounts with $5M+ ARR
• Deep industry expertise in Financial Services to address specific customer challenges and transformation priorities
• PREFERRED: Preferred experience with large financial institutions either as a consultant or in a strategic role
• Proven success in growing ARR within named accounts over extended periods, focusing on expanding platform use rather than mere contract renewals
• Executive presence to engage C-suite executives effectively and influence complex purchasing decisions
• Solid experience with enterprise transformations including ERP consolidations and cloud migrations, ensuring commercial continuity
• Expertise in business case construction including ROI modeling and value benchmarking