Client Partner, Financial Services & Insurance - Central Region

SoftServe; United States; On-site; USD 160,000 - 200,000; Full time

Job summary

SoftServe seeks a Client Partner for Financial Services & Insurance in the Central Region. You will lead business development within major accounts, deepen relationships, expand wallet share, and coordinate with stakeholders to deliver measurable value.

The role includes travel to client sites and demanding negotiations to close high-value deals. Ideal candidates have 10+ years in enterprise sales, 6+ years managing large portfolios in financial services, and strong strategic thinking with a

Qualifications

• 10+ years in consultative sales, account management or customer success with enterprise or ISV clients.
• 6+ years leading large, complex account portfolios with revenue growth and retention in financial services and insurance.
• Fluency in banking tech and modern enterprise AI concepts is a plus.
• Bachelor’s degree in IT or Business; advanced degree preferred.

Responsibilities

• Build relationships with senior decision-makers up to VP level and grow wallet share.
• Act as trusted advisor to understand client models, strategies and priorities.
• Drive high client satisfaction and loyalty, measure via NPS, and close complex deals.
• Identify expansion opportunities and lead pipeline through contract signature.

Skills

Consultative sales

Account management

Business development

Strategic thinking

Industry knowledge

Education

Bachelor's degree in IT or Business

Tools

Core banking

Payments platforms

Policy and claims platforms

Cloud hyperscalers

Data platforms

Job description

Client Partner, Financial Services & Insurance - Central Region

Ideal Candidate location: Columbus, OH / Dallas or Austin, TX / Chicago, IL

ABOUT THE ROLE

In this role, you will drive business development and revenue growth within assigned existing accounts & clients. This role focuses on deepening client relationships, expanding wallet share, and aligning account strategies with client business goals. The role collaborates closely with internal & external stakeholders to deliver an exceptional client experience and support account success. Preferred Location: Columbus, OH / Dallas or Austin, TX / Chicago, IL. Base Salary range 180K – 200K

Responsibilities

• Build and strengthen relationships with key decision-makers and influencers (up to VP level)
• Serve as a trusted advisor by understanding client business models, strategies, and priorities
• Drive superior client satisfaction and loyalty, measured through Net Promoter Score (NPS). Achieve superior NPS
• Expand account footprint by identifying and developing new lines of business or market segments
• Drive and close high-value, complex contract negotiations & deals
• Drive revenue growth by increasing wallet share and expanding existing and net-new revenue streams within assigned accounts
• Own executive-level client relationships across a portfolio of large, complex accounts — acting as the ultimate point of contact, trusted advisor, and internal advocate to ensure services consistently deliver strategic value
• Drive portfolio growth by identifying expansion opportunities, building account development plans, and championing deal pursuit from pipeline through contract signature

REQUIREMENTS

• 10+ years in consultative sales, account management, or customer success with enterprise or ISV clients with a proven track record of account revenue growth and strategic relationships.
• 6+ years leading large, complex account portfolios with proven revenue growth, high client satisfaction, and long-term retention within financial services and insurance clients with a strong knowledge of how regulated environment shapes what clients can buy, how they buy it and how deals get approved.
• Fluency in the technology that runs the sector: core banking, payments, policy and claims platforms, cloud hyperscalers, and data platforms.
• Commercial fluency in enterprise AI: the ability to frame where AI creates value and manages risk for financial services and insurance clients, and to turn that into pipeline. Technical depth is a plus, not a requirement.
• Strong strategic thinking and business acumen, with the ability to translate client needs into actionable, value-driven growth plans
• Demonstrated knowledge of industry trends, emerging technologies, and client-specific market dynamics
• Willingness to travel a minimum of 30% to the client and team locations
• Bachelor’s degree in relevant field (IT or Business); advanced degree preferred.

This posting includes an anticipated salary range that SoftServe expects to offer for this position. The range provided reflects the base salary only. Final compensation within this range will be determined based on a number of factors, including, but not limited to: geographic location, relevant experience, education, certifications, skills, budget, and market conditions.

The anticipated salary range for this role is $160,000.00 – $200,000.00 annually, in line with our internal compensation framework and budget allocation for the role. Most candidates are offered a salary within this disclosed range. If the role is eligible for a variable pay plan, this would be considered separately and may provide additional earnings beyond the base salary range reflected here.

Please note, the information provided in this posting is a general summary and may not include all compensation elements or benefits associated with the position

SoftServe is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment regardless of race, color, religion, age, sex, nationality, disability, sexual orientation, gender identity and expression, veteran status, and other protected characteristics under applicable law. Let’s put your talents and experience in motion with SoftServe.