TalentOla
Client Partner
Skills
2 days ago
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Important information
Contract type:
Permanent
Location:
Charlotte, NC, USA
Work mode:
Onsite
Published on:
20 October 2026
What they need
Position Overview
We are seeking an experienced Client Partner / Account Manager – Banking & Financial Services (BFS) to drive strategic account growth, strengthen executive-level client relationships, and expand our footprint within leading banking and financial services organizations. The ideal candidate will bring a strong understanding of the BFS landscape, a proven track record in IT services sales, and the ability to build long-term partnerships by delivering technology-led business transformation and digital solutions.
This role requires a consultative sales leader who can identify new business opportunities, develop strategic account plans, and collaborate with delivery and technology teams to deliver measurable business outcomes.
Key Responsibilities
- Strategic Account Management: Own and grow relationships with key banking and financial services clients, including retail banks, commercial banks, investment banks, insurance companies, and financial technology organizations.
- Revenue Growth: Drive account expansion, identify cross-selling and upselling opportunities, and achieve annual revenue and profitability targets.
- Client Relationship Management: Build and maintain relationships with C-level executives, business leaders, CIOs, CTOs, and other key stakeholders.
- IT Services Sales: Lead consultative selling of digital transformation, data and analytics, cloud modernization, application development and modernization, AI/ML, and enterprise technology solutions.
- Account Planning: Develop and execute strategic account plans, opportunity pipelines, and revenue forecasts aligned with client business priorities.
- Deal Management: Lead proposals, RFP/RFI responses, commercial negotiations, contract discussions, and deal closures in collaboration with presales, delivery, and legal teams.
- Industry Expertise: Understand BFS industry trends, regulatory requirements, risk management, cybersecurity, payments, digital banking, and evolving technology priorities.
- Internal Collaboration: Work closely with delivery, consulting, engineering, and leadership teams to ensure client satisfaction and successful execution of engagements.
- Account Profitability: Manage revenue growth, margins, commercial performance, and long-term account value.
Required Qualifications
- 5–15+ years of experience in IT services sales, strategic account management, client relationship management, or business development.
- Demonstrated experience managing and growing enterprise accounts within the Banking & Financial Services industry.
- Proven track record of achieving revenue targets and expanding strategic client relationships.
- Strong understanding of technology services, including data engineering, analytics, cloud, application modernization, digital transformation, and AI-led solutions.
- Established relationships with senior stakeholders across banking and financial services organizations.
- Experience managing large enterprise sales cycles, complex deals, commercial negotiations, and multi-stakeholder engagements.
- Strong executive communication, presentation, negotiation, and relationship-building skills.
- Ability to work collaboratively with global delivery and technology teams.
Preferred Qualifications
- Experience working with regional and national banks, investment banks, financial institutions, or fintech organizations in the US market.
- Familiarity with BFS platforms, regulatory and compliance environments, payments, risk and fraud analytics, and digital banking initiatives.
- Experience managing multimillion-dollar accounts or portfolios.
- Understanding of consultative selling and outcome-based technology services engagements.
- Bachelor's degree required; MBA or equivalent business qualification is a plus.
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