Account Partner Director – Strategic Banking, Insurance

This is a fully remote position, open to applicants in Illinois, +2 more states.

📋 Description

• Lead strategic and enterprise-level initiatives for our most ambitious clients.

• Oversee qualification processes, participate in the deal cycle, conduct account reviews, and perform value assessments.

• Responsible for bookings, revenue, margin, customer satisfaction (CSAT), and the value delivered.

• Ensure a seamless transition and collaboration with our delivery team through effective margin management, staffing plans, methodologies, and Salesforce strategies.

• Serve as a trusted advisor to clients, driving value and enhancing customer outcomes.

• Increase awareness within a micro-vertical to establish repeatable processes.

• Act as a key subject matter expert (SME), leader, and services consultant for our sales teams.

• Function as the intermediary between internal teams and external stakeholders.

⛳️ Requirements

• A minimum of 8 years of experience managing or leading a book of business within Enterprise Financial Services.

• At least 8 years of experience in a consulting environment.

• Proven experience in selling professional services related to digital transformation.

• Demonstrated ability to drive strategic initiatives, including value propositions, execution planning, team collaboration, and outcome-based engagements.

• Proficient in building assets from the ground up, encompassing marketing, sales, and strategic solutions.

• Experience managing the entire sales lifecycle for complex professional services in a SaaS setting, consistently achieving high performance-to-quota ratios.

• Knowledgeable in working with global procurement leads to establish pricing and deal strategies.

• Skilled in engaging with C-suite executives throughout the strategy development process.

• Background in delivering vital initiatives and/or programs within a firm-based model or product-oriented company.

• A degree or equivalent verified experience is required.

🏝️ Benefits

• Time off programs.

• Medical, dental, and vision insurance.

• Mental health support.

• Paid parental leave.

• Life and disability insurance.

• 401(k) plan.

• Employee stock purchasing program.