Client Partner – Banking or Insurance (Financial services)

Elevanta Partners; Chicago (IL); On-site; USD 180,000 - 320,000; Full time

Job summary

Elevanta Partners in Chicago seeks a Client Partner to lead strategic banking and insurance accounts, driving revenue growth and deep executive relationships. You will own account strategies, coordinate with delivery teams, and expand engagements across Cloud, Data & Analytics, AI, and Digital Transformation for Financial Services clients across the Midwest.

Strong communication, client-facing presence, and ability to translate business needs into scalable service solutions are essential.

Qualifications

• 3–5+ years in client-facing roles within IT services or technology consulting.
• Experience managing and growing named client accounts in Financial Services, Banking or Insurance.
• Portfolio management experience of $3M–$5M+; $1M–$3M+ acceptable.
• Strong understanding of Cloud, Data & Analytics, AI, Digital Transformation, Application Modernization, and Managed Services.
• Ability to build trusted relationships with senior stakeholders and translate needs into growth.
• Excellent communication, executive presence, and commercial acumen.
• Experience with SI, global tech services, consulting firms, or Big Four desirable.
• Chicago-based or Great Lakes region candidates preferred.

Responsibilities

• Own strategic client relationships with senior business, technology, and executive stakeholders.
• Develop and execute account strategies to grow revenue and wallet share.
• Identify opportunities to position services across Cloud, Data & Analytics, AI, Digital Transformation, Application Modernization, and Managed Services.
• Lead strategic client conversations around business challenges and technology priorities.
• Collaborate with solutioning, presales, consulting, and delivery teams to develop proposals.
• Maintain executive oversight of engagements and ensure customer satisfaction and retention.
• Work with delivery teams to ensure successful execution and expand existing engagements.

Skills

Client Partner

Strategic Account Management

Account Growth

Executive Presence

Commercial Acumen

Relationship Building

Job description

Client Partner – Financial Services, or Insurance Vertical

Location: Chicago, IL preferred | Open to candidates across the Midwest/Great Lakes region

Employment Type: Full-Time

About the Role

Our client is a private equity-backed global technology and digital transformation services organization headquartered in Dallas, Texas. The company helps enterprises address complex business and technology challenges through capabilities spanning Cloud, Data & Analytics, Artificial Intelligence, Digital Transformation, Application Modernization, and Managed Services.

We are seeking an experienced Client Partner to manage and grow strategic client accounts, with a strong preference for experience within Banking. This is a 100% client-facing role focused on strengthening executive relationships, expanding existing accounts, and identifying opportunities to deliver technology and digital services.

Key Responsibilities

• Own strategic client relationships and serve as a trusted partner to senior business, technology, and executive stakeholders.
• Develop and execute account strategies focused on revenue growth, account expansion, cross-selling, and increasing wallet share within existing client relationships.
• Understand client business and technology priorities and identify opportunities to position services across Cloud, Data & Analytics, AI/Automation, Digital Transformation, Application/Platform Modernization, and Managed Services.
• Lead strategic client conversations around business challenges, technology priorities, transformation initiatives, and opportunities for expanding the partnership.
• Partner with solutioning, presales, consulting, and delivery teams to develop solutions and proposals aligned with client needs.
• Maintain executive oversight of ongoing engagements, proactively addressing client concerns and ensuring strong customer satisfaction and retention.
• Work closely with delivery teams to ensure successful execution while identifying opportunities to expand existing engagements.

What We're Looking For

• 3–5+ years of experience as a Client Partner, Strategic Account Management, Account Growth, or comparable client-facing role within the IT services or technology consulting industry.
• Demonstrated experience managing and growing named client accounts within Financial Services, Banking or Insurance verticals.
• Proven experience owning and growing client revenue. Experience managing an annual portfolio of approximately $3M–$5M+ is preferred; candidates who have successfully managed and grown portfolios in the $1M–$3M+ range will also be considered as well.
• Strong understanding of the IT services ecosystem, with experience selling or expanding services such as Cloud, Data & Analytics, AI, Digital Transformation, Application Modernization, and Managed Services.
• Proven ability to build trusted relationships with senior business and technology stakeholders and convert client needs into account growth opportunities.
• Strong communication, executive presence, commercial acumen, and client engagement skills.
• Experience with a Systems Integrator, global technology services organization, consulting firm, or Big Four organization is highly desirable.
• Chicago-based candidates are highly preferred; candidates located in Great Lakes region will also be considered.

Interview Process

A streamlined 2–3 round interview process.