Client Partner

Talentola; Charlotte (NC); On-site; USD 120,000 - 180,000; Full time

Job summary

Talentola is seeking an experienced Client Partner / Account Manager for Banking & Financial Services in the US. You will drive strategic account growth, strengthen executive-level client relationships, and expand our footprint within leading BFS organizations.

You will identify opportunities, develop strategic plans, and collaborate with delivery and technology teams to achieve measurable business outcomes across digital transformation, data analytics, cloud modernization, and AI-led solutions.

Qualifications

• 5–15+ years in IT services sales, strategic account management, client relationship management, or business development.
• Proven track record growing enterprise accounts within Banking & Financial Services (BFS).
• Experience managing large enterprise sales cycles, cross-functional collaboration, and multi-stakeholder negotiations.
• Strong executive communication, presentation, and negotiation skills.

Responsibilities

• Strategic Account Management: Own and grow relationships with key BFS clients, including banks, insurers, and fintechs.
• Revenue Growth: Drive account expansion, cross-selling, upselling, and targets.
• Client Relationship Management: Build relationships with C-level executives and technology leaders.
• IT Services Sales: Lead consultative selling of digital transformation, data & analytics, cloud modernization, and AI-led solutions.
• Account Planning: Develop strategic account plans, pipelines, and revenue forecasts.
• Deal Management: Lead RFP/RFI responses, negotiations, and contract discussions with cross-functional teams.
• Industry Expertise: Track BFS trends, regulatory issues, cybersecurity, payments, and digital banking priorities.
• Internal Collaboration: Coordinate with delivery, consulting, engineering, and leadership for engagement success.
• Account Profitability: Manage revenue growth, margins, and long-term value.

Skills

IT services sales

Strategic account management

Executive relationship management

Consultative selling

BFS industry knowledge

Education

Bachelor's degree

MBA (preferred)

Job description

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.