Client Partner (BFS)

Rubikk; New York (NY); On-site; USD 150,000 - 210,000; Full time

Job summary

Rubikk seeks a seasoned sales leader to drive growth for its financial services clients in the United States. You will manage client relationships, develop new business within existing BFS accounts, and guide proposals from first meeting through closing.

You will own P&L for key accounts, collaborate with cross-functional teams, and position Rubikk as a strategic IT and domain consulting partner. Strong communication and consensus-building skills are essential.

Qualifications

• 10+ years in Financial Services with client-facing focus.
• 4+ years in sales within IT professional services, BFS software, or consulting.
• Proven track record in client business development, sales and relationship management.
• Experience managing quarterly revenue targets and pipeline, from meetings to closing.
• Experience with large revenue client P&L, reporting and metrics.

Responsibilities

• Support organic growth and drive new business in BFS clients.
• Manage P&L and establish client trust and strategy alignment.
• Enhance and broaden relationships with client organizations.
• Identify stakeholders, map opportunities, and drive sales pipeline to closure.
• Position Rubikk as a Strategic IT and Domain Consulting partner.
• Direct and manage overall client relationship, ensuring work quality and satisfaction.

Skills

Financial Services experience

Sales leadership

Pipeline management

P&L management

Global service delivery

BFS domain expertise

ROI storytelling

Proposal writing

Presentation skills

Stakeholder mapping

Education

Bachelor's degree

MBA preferred

Job description

This position is for Rubikk's Client a leading worldwide provider of digital transformation services.

Responsibilities

• Primary responsibility to support organic growth and radiation across existing clients as well as help to drive new business development efforts in new LOBs within established BFS clients.
• Manage P&L
• Enhance and broaden relationships with existing clients and their organization.
• Experience identifying, mapping and prospecting new stakeholders and leveraging sales driven processes to build and progress pipeline to closure.
• Establishing and building "trust" and leveraging client context by understanding client's overall business goals.
• Positioning company as a Strategic IT and Domain Consulting partner and identifying avenues to implement IT solutions.
• Directing and managing the overall client relationship to include work quality and customer satisfaction.

Skills and Qualifications

• A minimum of 10 years of Financial Services experience in a client facing role, with minimum of 4 years in a sales role in the IT professional services, BFS software or management consulting firm.
• Proven track record in client business development, sales, and relationship management.
• Experience managing quarterly revenue targets and pipeline management, leading the sales process from securing initial customer meetings through to proposal, negotiation support and contract closing.
• Prior experience managing a large revenue client (P&L including reporting and metric assessment for the account)
• Experience with the global service delivery model.
• Possess BFS domain expertise, preferably with diversified Financial Services companies, with strong understanding and knowledge of impacts of BFS industry trends.
• Knowledge of value articulation principles including client ROI and appropriate storyboarding techniques to influence decision-making among senior-level technology and non-technology buyers.
• Commands strong written and verbal communication skills to lead presentation building, proposal writing, workshop facilitation, and presentation delivery during prospecting sales meetings.
• Comfortable taking a consultative approach and partnering mentality to our clients.
• Knowledge of Client context and client engagement guidelines including organizational sensitivities to consistently look for new solutions.
• Specialized knowledge of industry analytics and is able to use trends to forecast and provide inputs within the organization to come up with right solutions.
• Bachelor's degree required; Post Graduate Diploma in Management/MBA degree is preferred.