Client Principal – Financial Services

This is a fully remote position, open to applicants in United States.

📋 Description

• Take ownership and develop a portfolio of Financial Services clients.

• Achieve yearly booking goals while maximizing Net Revenue Retention and profitability of accounts.

• Direct the commercial strategy and lead negotiations.

• Collaborate with legal and delivery teams to draft SOWs, renewals, and MSA amendments.

• Discover expansion opportunities in data engineering, advanced analytics, ML/AI, and cloud transformation.

• Work alongside partners such as AWS, Azure, and Databricks.

• Act as the primary point of accountability for client issues and manage escalations.

• Oversee engagement scope, budget, timelines, and dependencies.

• Monitor and document the creation of value, translating technical successes into customer narratives and business outcomes.

• Keep track of delivery team morale and eNPS, providing feedback and motivating the team.

• Establish relationships with C-level executives and senior business stakeholders.

• Lead annual and quarterly strategic account planning sessions.

• Organize and facilitate Quarterly Business Reviews.

• Serve as the strategic Farmer and Engagement Lead for key Financial Services clients.

⛳️ Requirements

• More than 7 years of experience in strategic account management, Client Principal, or Engagement Lead positions within consulting or technology services.

• Extensive experience in the Financial Services sector, including banking, insurance, asset management, or payments.

• Capability to address security, compliance, and risk issues specific to Financial Services.

• Strongly preferred background in PMO or experience as an Engagement Manager.

• Familiarity with Databricks or other modern data platforms.

• Confidence in engaging with client technical leaders and translating complex technologies into business value.

• Excellent executive presence and consultative selling abilities.

• Proven success in growing enterprise accounts with direct responsibility for multi-million-dollar revenue objectives.

• Ability to establish functions within a high-growth environment and navigate ambiguity.

• Openness to being both strategic and hands-on.

• Capability to align cross-functional Delivery, Sales, and Solutions teams towards clear outcomes.

• A Bachelor's degree is preferred; an MBA or equivalent is also preferred.

• Willingness and ability to travel up to 50% of the time.

• Must be legally authorized to work in the United States.

🏝️ Benefits

• Comprehensive health insurance coverage for employees and eligible family members starting from day one of employment.

• A minimum of 15 days of paid time off each year.

• Nine paid company holidays.

• Performance-driven cash incentive awards.

• Opportunities for professional development and career progression.

• Chance to enhance technical and interpersonal skills.

• An innovative environment utilizing state-of-the-art data engineering and AI technologies.

• A collaborative culture that promotes knowledge sharing.