Managing Client Principal, Digital – Financial Services, Banking

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

📋 Description

• Lead sales initiatives focused on Vertical Digital Services.

• Collaborate closely with a Vertical Industry Sales Leader, Industry Subject Matter Expert (SME), and the wider sales team to develop and implement a technical sales strategy aligned with vertical markets, aimed at surpassing revenue targets through the adoption of Presidio Digital services, including application modernization, application development, artificial intelligence (AI/GenAI), and data platform modernization, as well as associated vertical offerings and accelerators.

• Work in tandem with a Vertical Industry Sales Leader to establish, co-lead, and continually enhance shared guidelines and practices for opportunity onboarding, prioritization, team rhythms, pursuit management, and account planning.

• Hold accountability for enforcing the PreSales and Vertical team’s shared guidelines and practices.

• Actively mentor, coach, and empower team members on a regular basis.

• Facilitate periodic team meetings to share and receive feedback.

• Implement professional growth and career development programs for team members.

• Provide timely feedback to leadership regarding staff performance and opportunities.

• Oversee the execution and resolution of HR and compensation-related activities for team members.

• Proactively recruit candidates for all positions and drive personalized retention and reward strategies for employees.

• Actively engage in client account activities that position the Solution Architect as a trusted advisor, both internally and with clients.

• Serve as the technical leadership representative for strategic accounts within a specific vertical.

• Lead key strategic opportunities in application modernization, application development, artificial intelligence (AI), and data solutions to achieve successful outcomes with Presidio service solutions.

• Identify customer stakeholders along with their success metrics and requirements.

• Develop and guide technical solution strategies and next steps in alignment with customer stakeholders.

• Coordinate and align Presidio technical resources as necessary.

• Directly engage with Manager/VP/Director/C-Suite levels at client organizations.

• Act as the primary contact for escalations regarding opportunities.

• Maintain a high standard of technical excellence and advocacy across various relevant solution architectures, product areas, and industries.

• Curate and deliver relevant technical knowledge, presentations, and discussions at all client levels and events.

• Actively participate in technical champion programs and community engagements.

• Attain relevant certifications as appropriate.

• Continuously learn, discuss, and present on new and emerging relevant topics.

• Proactively drive the discovery and understanding of customers’ IT current states, goals, outcomes, and initiatives across Business, Technical, Operational, and Financial aspects.

• Research industry trends and topics to develop effective discovery strategies.

• Design and conduct workshops aimed at facilitating relevant discovery.

• Document the customer's current state to aid sales teams in targeting future state architectures and roadmaps.

• Function as a leadership liaison between customers, sales, and delivery resources to ensure customer success.

• Collaborate with delivery engineering leadership to ensure quality and well-managed risk solutions and staffing for customer proposals.

• Serve as the contact point for delivery engineering leadership concerning solution scoping escalations for the Principal Architects on the team.

• Engage with Presidio team members, actively participate in team initiatives, and contribute to collaboration tools to foster a positive, inclusive, resilient, and change-oriented team culture.

• Build strong relationships with vendor partner teams and peers, focusing on hyper-scaler cloud solutions and relevant ecosystems.

• Strategically plan and execute career development activities for yourself and your team.

• Seek collaboration with key stakeholders to enhance presales processes and go-to-market strategies.

⛳️ Requirements

• Bachelor's degree or equivalent experience, including military experience.

• A minimum of 13 years of relevant experience.

• At least 10 years of experience in architecture, design, implementation, and/or consulting within digital and/or cloud technologies.

• Proven experience and expertise in the Financial Services (FinSrv) industry.

• Over 5 years of specific domain experience in one or more areas such as application and software development, application modernization, data estates, and data platforms.

• More than 5 years of hands-on experience with AWS, Azure, and/or GCP.

• A minimum of 4 years of experience in consultative presales; must exhibit curiosity and creativity.

• Comfortable leading presentations and discussions with internal leadership and external clients.

• Possess a growth mindset with a drive for exploring new ideas and actively seeking mentorship and coaching.

• Collaborative approach with the ability to engage with a diverse range of stakeholders.

• Expert in time management and capable of setting expectations promptly.

• Ability to provide timely feedback to leadership.

🏝️ Benefits

• Health insurance.

• 401(k) matching.

• Flexible working hours.

• Paid time off.

• Options for remote work.