BFSI Client Growth Partner — RFPs, Deals & Retention

Photon; Boston (MA); On-site; USD 180,000 - 240,000; Full time

Job summary

Photon is seeking a highly tactical Client Partner to own the operational management, retention, and expansion of an established US$15M–$30M digital services portfolio within BFSI. This farming-focused role centers on turning existing footprints into broader delivery pipelines.

The successful candidate will lead end-to-end RFI/RFP processes, perform complex commercial modeling, draft precise SOWs, and orchestrate structured account mining with executive-level communication and rigorous forecast

Qualifications

• 12-15+ years of account management, bid execution, or commercial consulting in IT services.
• 6+ years managing large US BFSI client environments.
• Proven RFP/RFI bid cycle execution with multi-million dollar awards.
• Strong understanding of professional services deal structuring, margin math, and SOW construction.
• Knowledge of BFSI regulatory environments (GLBA, PCI-DSS, SOC2) and modernization efforts.

Responsibilities

• Own RFI/RFP responses end-to-end for the assigned account base.
• Collaborate with architects and delivery leads to translate inputs into compliant commercial proposals.
• Establish a disciplined bid-management cadence to meet client deadlines.
• Draft, review, and finalize MSAs, SOWs, and Change Requests.

Skills

Account management

RFP/RFI bid execution

Commercial modeling & pricing

SOW drafting & contract drafting

Executive stakeholder management

Education

Bachelor's degree in business, CS, or related field

MBA preferred

Job description

Photon is seeking a highly tactical Client Partner to own the operational management, retention, and expansion of an established US$15M–$30M digital services portfolio within BFSI. This farming-focused role centers on turning existing footprints into broader delivery pipelines.

The successful candidate will lead end-to-end RFI/RFP processes, perform complex commercial modeling, draft precise SOWs, and orchestrate structured account mining with executive-level communication and rigorous forecast