Client Partner, Financial Services

Key Responsibilities

• Develop and implement strategies to maximize sales opportunities and manage all aspects of client relations.
• Strategically advance customer relations to ensure high levels of satisfaction and retention, while identifying up-selling opportunities.
• Manage the entire sales process, including lead qualification, pre-sales activities such as demos, and contract completion.
• Develop, negotiate, and close long-term agreements with accounts in your assigned territory.
• Create and negotiate complex quotes, RFIs/RFPs, and contracts, leading sales negotiations at the decision-making level.
• Develop new opportunities through networking, cold calling, and other lead generation techniques.
• Manage the sales cycle, including lead qualification, arranging and delivering presentations, and closing sales.
• Work closely with implementation and onsite/offshore development teams to ensure smooth delivery and high customer satisfaction.
• Mobilize internal resources to deliver solutions on time and beyond client expectations.
• Handle executive-level calls, developing solutions tailored to clients' needs.
• Deliver compelling software demonstrations to both technical and non-technical executives.
• Report account activity, opportunity status, and other relevant details to support organizational decision-making.

Qualifications

• Proven ability to develop, negotiate, and close complex sales cycles.
• Strong understanding of RFIs/RFPs, contract creation, and strategic sales negotiation.
• Experience in identifying and leveraging up-sell opportunities.
• Ability to work independently and collaboratively in a dynamic, team-oriented environment.
• Exceptional communication, presentation, and analytical skills.
• Comfortable presenting technical and business concepts to diverse audiences, including executives.

What We Offer

A collaborative culture fostering innovation and professional growth.

Opportunities to work on high-impact projects with globally recognized brands.

Competitive compensation and benefits package.

Flexible work environment with opportunities to shape the future of digital transformation.

Benefits

• Unlimited paid time off
• Healthcare benefits
• Dental benefits
• Vision benefits
• Disability insurance
• Life insurance benefits
• Retailer benefits, including 401(k) and a potential company match.
• Parental leave for both birthing (up to 14 weeks of paid leave) and non-birthing parents (up to 4 weeks paid leave), as well as adoption leave (up to 8 weeks of paid leave), subject to qualifications
• Child hospitalization leave (up to 15 paid calendar days per year), subject to qualifications
• "Be kind to yourself day" on your anniversary (subject to terms and conditions)
• Graduation and birthing gifts, subject to eligibility
• Paid Jury duty (up to 4 weeks a year), subject to eligibility
• Paid moving days (up to 2 days a year), subject to eligibility
• About 12 paid company holidays a year