Client Partner - Financial Services

MojoTech; Boston (MA); Hybrid; USD 150,000 - 225,000; Full time

Job summary

An established industry player is looking for a passionate Client Partner to join their dynamic Financial Services team. In this pivotal role, you will drive business growth through new client acquisition and development, managing a diverse portfolio that includes both emerging FinTechs and large financial institutions. Your strategic insights will help clients navigate their most pressing technology challenges while achieving significant revenue targets. This innovative firm offers a collaborative environment where your contributions will make a real impact, and your professional growth is a priority.

Benefits

Medical, Dental, and Vision

401k match

Trust-based time off

Catered lunches when in office

Dog Friendly Offices

Hybrid schedule

Qualifications

• 8+ years in consulting client leadership focusing on Financial Services.
• Experience with business problems and systems relevant to the industry.

Responsibilities

• Develop and manage a portfolio of Financial Services clients.
• Achieve client satisfaction and maintain long-term relationships.

Skills

Client Leadership

Business Development

Relationship Management

Strategic Account Planning

Financial Services Knowledge

Job description

Client Partner: Financial Services (Greater Boston)

Company Overview:
MojoTech, established in 2008, is a forward-thinking and fast-growing software consulting firm that integrates strategy, engineering, and design to create results-driven digital products and experiences with our clients.

What We Do:
Our US-based team partners with innovative companies to build great products, unlock new markets, maximize returns on innovation, and drive transformational change. We work with a diverse client base, ranging from rapidly growing startups to established enterprises, helping them accelerate their pace of change and solve their biggest technology challenges.

Role Overview:
MojoTech is seeking a passionate and results-driven Client Partner to join our growing Financial Services team. As a Client Partner, you'll play a pivotal role in growing our business through new client acquisition and new existing client development, representing our diverse array of consulting services, and managing strategic business outcomes for our clients. You’ll focus on clients in the Financial Services space - from up and coming FinTechs to large financial institutions.

Responsibilities:

• Develop and manage a portfolio of Financial Services clients, building to a $3-$5M portfolio in the first year
• Work closely with our sales and marketing teams to define strategies to target and develop business with existing and new clients
• Be responsible for achieving and maintaining client satisfaction across several engagements; building and maintaining long term client relationships
• Work with new and existing clients to understand business objectives, scope desirable project proposals, and secure Master Service Agreements (MSA’s) and project-level SOW’s
• Manage and maintain a prioritized forecast for your accounts and targets
• Provide ongoing account strategy and mentorship to junior team members
• Orchestrate and build pursuit teams to solve clients’ business problems; lead teams from lead through deal close
• Lead engagements and project teams, delivering complex solutions, targeting up to 50% billable utilization
• Lead client accounts, managing teams, consultants on accounts and providing internal updates on account activities
  

Desired Skills & Experience:

• 8+ years experience in a consulting client leadership role with a focus on mid market and/or enterprise clients in the Financial Services industry
• Experience with the business problems, systems, tools and partners relevant to the industry
• Experience creating strategic account plans, and consistently meeting or exceeding revenue targets at your established accounts
• Evidence of building impactful relationships with client executive and c-suite leaders
• Previous success and comfort with navigating and managing complex pursuits, shaping, selling, and managing professional service engagements
• A demonstrated ability to self-motivate and to lead yourself and others
• A desire to be part of a rapidly growing, and constantly evolving team
  

Benefits:

• Base salary is negotiable based on experience at $150K-$225K + incentive compensation bonuses based on account portfolio expansion and revenue.
• Medical, Dental, and Vision
• 401k match
• Trust-based time off
• Catered lunches when in office
• Dog Friendly Offices
• Hybrid schedule