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Client Partner

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Onsite

Client Partner

Mackinnon Bruce International

Client Partner

Skills

Data AnalysisAICRMDigital Transformation

9 days ago

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Important information


Contract type:

Permanent

Location:

Dallas, TX, USA

Work mode:

Onsite

Published on:

13 October 2026

What they need


Client Partner - Financial Services

MBI are currently partnered with a global digital transformation and data consultancy that helps banks, insurers and wider financial services firms turn data, cloud and AI into measurable business outcomes. With a growing book of enterprise work and a clear ambition to expand its footprint in the sector, they are looking for a proven seller who can open doors and turn them into lasting partnerships.

Do you know how to get a CIO or Chief Data Officer to take your call?

If you have spent years selling data, cloud, analytics and AI programs into banking, financial services or insurance, and you are at your best when the account is still unwritten, this could be the opportunity you have been looking for. Our client does not need someone to wait for inbound demand. They need someone who builds pipeline from a standing start and then grows every account they land.

The Role

Based in Dallas, Texas, you will own new business across a defined financial services territory, from the first outbound conversation through to a signed engagement. You will win new logos and expand existing client relationships, advising senior executives and shaping complex, high value transformation work alongside presales, delivery, partner and leadership colleagues.

Key Responsibilities

  • Own new logo acquisition across a defined financial services territory
  • Run outbound prospecting across calls, email, LinkedIn, events and partner channels
  • Engage senior decision makers, including CIOs, CTOs, Chief Data and Analytics Officers, and SVP and VP level data leaders
  • Lead discovery and qualify opportunities through business outcome and value led selling
  • Navigate enterprise buying processes, including procurement, contracting, vendor risk reviews, RFPs and RFIs
  • Keep pipeline and forecasts accurate in the CRM
  • Partner with solution leaders, subject matter experts and delivery teams to shape winning proposals and scope work well

Ideal Background

  • Deep understanding of banking, financial services and insurance, with a record of selling AI, cloud, data, analytics or digital transformation solutions into the sector
  • Comfortable hunting new accounts and farming existing ones through consultative selling
  • Proven record of building executive relationships and turning them into long term partnerships
  • Demonstrated revenue growth, pipeline creation and deeper account penetration
  • Executive presence, with the credibility to advise, influence and negotiate with senior leaders
  • Experience working across global, cross functional teams
  • Bachelor's degree in business, engineering, computer science or a related field, with an MBA or equivalent preferred

Package

This business offers a base salary of up to $230,000 + 30% bonus which could be negotiable depending on experience within the financial sector.

Sounds like something worthwhile for you? Feel free to reach out to Abs Baker via +44 791 799 7193 or on [email protected]

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