Client Partner – Financial Services (Data & AI Solutions)

Location: Remote (Dallas, Texas, USA) with 50–60% travel

About the Role

We are seeking an experienced Client Partner – Financial Services to drive business growth and strengthen strategic client relationships across Banking, Financial Services, and Insurance (BFSI) accounts. This is a client-facing role focused on expanding Data, AI, Cloud, and Digital Transformation services within enterprise financial services customers.

The ideal candidate will have a proven track record in account management, business development, executive relationship management, and consultative selling of enterprise Data & AI solutions. This role requires strong commercial acumen, executive presence, and the ability to collaborate closely with delivery teams to ensure customer success while identifying opportunities for growth.

Responsibilities

• Client Relationship Management
  • Build and nurture long-term executive relationships within Banking, Financial Services, and Insurance (BFSI) accounts.
  • Act as a trusted advisor to business and technology stakeholders.
  • Drive customer satisfaction, retention, and account growth.
• Account Growth & Business Development
  • Identify and develop new opportunities for Data, AI, Cloud, and Digital Transformation services.
  • Create strategic account plans, whitespace analysis, and growth roadmaps.
  • Expand existing customer relationships through cross-selling and upselling initiatives.
  • Drive renewals, contract extensions, and long-term engagement strategies.
• AI & Data Solutions Consulting
  • Position enterprise solutions including:
    • Artificial Intelligence (AI)
    • Agentic AI & AI Agents
    • Data Management
    • Master Data Management (MDM)
    • Data Governance
    • Cloud Data Platforms
    • Data Modernization
  • Understand customer challenges and align technology solutions with business objectives.
• Commercial & Delivery Collaboration
  • Work closely with Delivery, Pre-Sales, and Solution teams to ensure successful project execution.
  • Support pricing strategies, Statements of Work (SOW), renewals, and commercial negotiations.
  • Manage customer escalations professionally while maintaining strong client relationships.
• Sales Operations
  • Maintain accurate CRM updates, opportunity tracking, forecasting, and account documentation.
  • Meet revenue growth, retention, and customer satisfaction targets.

Requirements

• 7–10+ years of experience in Client Partner, Account Management, Business Development, or Enterprise Sales roles.
• Strong experience working with Financial Services (Banking, Insurance, Capital Markets, or FinTech) clients.
• Proven success in:
  • Enterprise Account Management
  • Client Relationship Management
  • Revenue Growth
  • Account Expansion
  • Renewals
• Experience selling enterprise technology solutions including:
  • Data & AI
  • Cloud
  • Data Modernization
  • Data Governance
  • Master Data Management (MDM)
• Strong executive communication and stakeholder management skills.
• Experience working with enterprise procurement and vendor management processes.

Preferred Qualifications

• Technical Knowledge in:
  • Microsoft Azure
  • AWS
  • Google Cloud Platform (GCP)
  • Databricks
  • Snowflake
  • Informatica
  • Reltio
  • AI & Machine Learning
  • Agentic AI / AI Agents
  • Cloud Data Lakes
  • Data Fabric Architecture

Mandatory Skills

• Client Partner / Client Relationship Management
• Financial Services (Banking / Insurance / BFSI)
• Account Management
• Enterprise Sales
• Data & AI Solutions
• Cloud Solutions (Azure / AWS / GCP)
• Data Governance
• Master Data Management (MDM)
• Data Modernization
• Executive Stakeholder Management
• Business Development
• Revenue Growth & Account Expansion

Benefits

• Work with leading enterprise Financial Services organizations.
• Drive strategic Data & AI transformation initiatives.
• Collaborate with highly experienced technology and consulting teams.
• Excellent compensation with performance-based incentives.
• Opportunity to build long-term executive relationships and influence digital transformation.