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Client Account Lead - Financial Services

2 weeks, 5 days ago
United States
Full-time
Lead
Account Manager
Sales and Business Development
AWS Azure Databricks dbt GCP Machine Learning Snowflake
Apply Now
phData

phData

phData specializes in providing comprehensive data engineering, data strategy, and machine learning services, offering end-to-end managed data solutions that facilitate data migrations, integrations, and the development of modern data products and appl...

IT Services
251-1K
View All Jobs 37

Description

  • Own account strategy, delivery, and growth for a portfolio of strategic Financial Services accounts.
  • Serve as the senior account leader responsible for client satisfaction, revenue growth, delivery quality, profitability, and executive relationship management.
  • Translate client business objectives and AI and data priorities into strategic programs across data platforms, pipelines, governance, analytics, and AI.
  • Help clients address priorities such as regulatory reporting, risk management, fraud detection, customer intelligence, operational efficiency, and AI enablement.
  • Ensure engagements are delivered on time, within scope, and with measurable business value while maintaining approximately 40% utilization.
  • Act as a trusted advisor to senior client stakeholders and help shape roadmaps and transformation initiatives.
  • Collaborate with Go-to-Market, Delivery, Finance, Product, and Partner teams to support account health and project success.
  • Lead executive meetings, workshops, QBRs, and roadmap discussions with business and technology stakeholders.
  • Partner with ecosystem providers such as Snowflake, AWS, and Databricks to design joint account strategies.
  • Mentor team members and contribute to internal playbooks, account planning frameworks, sales enablement materials, and delivery standards.

Requirements

  • 10+ years of experience in consulting, professional services, or a similar client-facing environment.
  • Experience owning strategic account portfolios and revenue targets in the $5M-$15M+ range.
  • Significant experience leading and growing relationships within Financial Services accounts.
  • Proven experience managing complex enterprise programs and account portfolios in a matrixed, cross-functional environment.
  • Deep domain expertise in Financial Services, including banking, capital markets, payments, insurance, wealth and asset management, or fintech.
  • Ability to connect Financial Services business pain points to AI and data services and solutions.
  • Hands-on experience working with data engineering, analytics, and ML teams to design and oversee modern data solutions.
  • Strong understanding of data, governance, compliance, risk, and security considerations in Financial Services environments.
  • Strong written and verbal communication skills in English, including executive-level stakeholder influence.
  • Willingness and ability to travel up to 50% and work across time zones in a distributed global team.
  • Experience working with enterprise Financial Services clients on data, analytics, digital transformation, or AI initiatives (preferred).
  • Familiarity with use cases such as risk and compliance, fraud detection, customer 360, underwriting, claims analytics, AML/KYC, forecasting, or personalized client experiences (preferred).
  • Hands-on experience with Snowflake, AWS, Databricks, or Anthropic (preferred).
  • Prior experience working in global or remote teams across regions (preferred).
  • Contributions to industry events, thought leadership, speaking, writing, or sales and solutions playbooks (preferred).

Benefits

  • Remote-first work environment.
  • 401(k) plan with company match.
  • Dental and vision insurance.
  • Home office equipment stipend.
  • Annual stipend for learning and development.
  • Competitive compensation.
  • Flexible PTO plan plus 10 holidays.

Interested in this position?

Apply directly on the company website

Apply Now

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