Client Partner - Financial services

About the role

Obin drives strategic growth in financial services by leading critical transformations across Insurance Advisory, Claims, Financial Planning, and the Investment Office. We are looking for a Client Partner to own an account end-to-end — beneath, and in partnership with, a Senior Client Partner. You will own divisional relationships, validate ROI ahead of every close, pitch and close expansion opportunities, manage renewals, and build the account playbook that turns a single engagement into a durable, growing relationship.

On our largest, multi-stakeholder accounts, you'll work alongside a Senior Client Partner who owns the firmwide, C-suite relationship and provides executive air cover on the hardest deals — while you own the day-to-day divisional relationship, the account arc beneath the exec layer, and the mechanics of getting deals scoped, priced, and closed. On smaller, single-buyer accounts, you'll cover both altitudes yourself, acting as the account's primary owner end-to-end.

Responsibilities

• Own the Account, End to End: Serve as the primary owner for one or more divisional relationships within a client (e.g., Insurance Advisory, Claims, Financial Planning, or the Investment Office), or the full account where there is a single economic buyer.
• Target & Qualify: Build the entry hypothesis and stakeholder map for new account targets, and establish and quantify business pain in operating detail — which workflow, how many people it touches, what it costs.
• Navigate Regulated Risk: Own progression through model risk, third-party vendor risk, InfoSec, legal, and procurement review — partnering with Presales Engineering on security and, on complex accounts, the Senior Client Partner for executive air cover.
• Validate ROI & Shape the Deal: Validate ROI against real client data alongside Presales Engineering and the Forward Deployed PM, shaping a binding opportunity brief and SOW scope.
• Close & Hand Off: Close commercial terms — alongside the Senior Client Partner on multi-stakeholder accounts — and ensure a clean handoff of account context to the delivery pod.
• Own the Account Playbook: Manage renewals, pitch and close expansion opportunities, and maintain the relationship health of your divisional book.
• Track Growth: Track realized ROI against commitments, run QBRs, and identify and pitch expansion opportunities in partnership with the Senior Client Partner.
• Be the Internal Voice of the Client: Ensure stakeholders across product, commercial, engineering, and delivery understand client context, priorities, and stakeholder dynamics.
• Partner Cross-Functionally: Work closely with Presales Engineering, Forward Deployed PM/Engineering, and Obin's Industry Expert to shape and pilot new initiatives from first conversation to signed, funded engagement.

Requirements

• Years of Experience: 8–12 years of experience, including meaningful exposure to Financial Services / Insurance.
• FSI Background: Working knowledge of the insurance industry's operating model, and the business and regulatory context that shapes technology transformation there.
• Owns the Number: A track record carrying a quota or owning renewal/expansion targets for an enterprise account.
• Technical Fluency: Comfortable operating at the intersection of commercial and technical conversations — able to partner directly with product, presales, and forward-deployed engineering teams.

Nice to have

• Career-switcher profile: Began a career in consulting or finance before transitioning into technology GTM/account roles.
• Experience running client-facing workshops that translate ambiguous strategic goals into scoped, actionable workstreams.
• A track record managing multi-stakeholder enterprise relationships, ideally including cross-business-unit initiatives.
• Excellent communication skills, with credibility in front of senior client stakeholders.
• Excitement about operating in an early-stage environment, with room to grow into a Senior Client Partner seat as accounts and scope expand.