Lead Practice Manager, Financial Services

This is a fully remote position, open to applicants in New York.

📋 Description

• Lead the execution of service sales and ensure successful project delivery for key accounts.

• Collaborate with C-level executives to develop and implement services roadmaps that achieve significant business results.

• Oversee the complete lifecycle of professional services—from strategic deal-making and proposal development to execution and forecasting.

• Serve as the primary authority on cloud-based data warehousing, business intelligence, and AI-driven solutions.

• Manage high-performing teams while maintaining exceptional customer satisfaction.

⛳️ Requirements

• 10+ years of experience in a Sales and Services Delivery position (or a related role) engaging with executives and managing complex, technical implementation projects, roadmapping, and revenue forecasting.

• Direct experience, preferably in the relevant market (as indicated by the job title), in Data Warehousing, Business Intelligence, and/or Cloud sectors.

• Profound understanding of business solutions for target clients, utilizing data as a key enabler. Examples include Customer Data Platforms, cross-industry data sharing, AI, and personalization.

• Demonstrated success in achieving booking, utilization, and consumption (or similar) targets.

• Established ability to communicate and effectively bridge both internal teams and customer organizational structures, developing technology programs, defining milestones, success criteria, resource allocation, and ensuring timely delivery.

• Strong organizational skills, capable of working independently and managing multiple projects concurrently.

• Differentiator: Experience with Big 5 or boutique strategy consulting, ideally with a track record of meeting or exceeding sales targets.

• Differentiator: Background in a client support and advisory technical role (solution architect, system administrator, technical account manager, or equivalent).

• Differentiator: Experience in designing, leading, influencing, and selling functional solution sets (e.g., Digital Marketing, Supply Chain Optimization, Manufacturing Re-engineering) or cross-functional Digital Transformations.

🏝️ Benefits

• Medical, dental, vision, life, and disability insurance.

• 401(k) retirement plan.

• Flexible spending and health savings accounts.

• At least 12 paid holidays.

• Paid time off.

• Parental leave.

• Employee assistance program.

• Additional company benefits.