Client Partner Fintech

Theron Solutions; San Jose (CA); On-site; USD 180,000 - 230,000; Full time

Job summary

Theron Solutions is seeking a Client Partner with BFSI expertise and deep technology acumen to engage with financial institutions and fintechs. You will lead discovery, solutioning, and deal closure, aligning AI-driven and digital offerings to measurable business outcomes.

The role requires strong communication skills, industry awareness, and the ability to articulate value across payments, lending, and digital banking while collaborating with architects and delivery teams.

Qualifications

• Strong understanding of BFSI domains including payments, core banking, and lending.
• Solid technical knowledge of enterprise platforms, microservices, APIs, cloud technologies, data platforms, AI/ML, and Generative AI concepts.
• Ability to translate complex technology into clear business value propositions.
• Excellent presentation, storytelling, and communication skills.

Responsibilities

• Lead consultative engagements with financial services organizations and digital financial solution providers.
• Understand customer challenges across payments, lending, digital banking, risk management, compliance, fraud prevention, and customer experience.
• Position technology solutions including cloud, data, AI, and Generative AI to address business, regulatory, and operational needs.
• Identify and articulate Generative AI use cases such as intelligent automation, fraud detection, risk analytics, customer personalization, and decision support.
• Track industry trends, regulatory developments, and competitive offerings within the financial services ecosystem.
• Own customer conversations from discovery through solutioning, proposal development, and deal closure.
• Deliver compelling presentations and solution demonstrations to business and technology stakeholders, including senior leadership.
• Collaborate with solution architects, product teams, and delivery teams to design differentiated solutions.
• Drive pipeline growth, account expansion, and long-term customer relationships.

Skills

BFSI knowledge

AI/ML concepts

Cloud technologies

Presentation skills

Job description

About Our client: A leading global IT services, consulting, and business solutions organization, partnering with enterprises worldwide to help them accelerate digital transformation, innovation, and business growth.

Job Description

We are seeking a Client Partner with expertise in Banking, Financial Services, and Insurance (BFSI) who understands both financial services and technology and can confidently engage with customers to solve complex business challenges. This role requires strong technical acumen, market awareness, and the ability to position AI-driven and digital solutions that deliver measurable outcomes for financial institutions and financial technology organizations.

Key Responsibilities

• Lead consultative engagements with financial services organizations and digital financial solution providers.
• Understand customer challenges across payments, lending, digital banking, risk management, compliance, fraud prevention, and customer experience.
• Position technology solutions including cloud, data, AI, and Generative AI to address business, regulatory, and operational needs.
• Identify and articulate Generative AI use cases such as intelligent automation, fraud detection, risk analytics, customer personalization, and decision support.
• Track industry trends, regulatory developments, and competitive offerings within the financial services ecosystem.
• Own customer conversations from discovery through solutioning, proposal development, and deal closure.
• Deliver compelling presentations and solution demonstrations to business and technology stakeholders, including senior leadership.
• Collaborate with solution architects, product teams, and delivery teams to design differentiated solutions.
• Drive pipeline growth, account expansion, and long-term customer relationships.

Required Skills & Experience

• Strong understanding of BFSI domains, including payments, core banking, and lending.
• Solid technical knowledge of enterprise platforms, microservices, SDKs, APIs, cloud technologies, data platforms, AI/ML, and Generative AI concepts.
• Ability to translate complex technology into clear business value propositions.
• Excellent presentation, storytelling, and communication skills.
• Strong problem-solving and analytical abilities to assess customer challenges and recommend solutions.
• Good awareness of regulatory and compliance considerations within financial services.

Preferred Experience

• Experience selling technology solutions or IT services to financial institutions.
• Exposure to Generative AI platforms, AI-driven analytics, automation, or digital transformation initiatives.
• Familiarity with agile delivery models and product-led approaches.
• Experience working with global or cross-border financial services clients.
• Background in solution-led or consultative sales roles.

EOE: Our client is an Equal Opportunity Employer, committed to a workplace free from discrimination and harassment. Employment decisions are based on business needs, job requirements, and individual qualifications without regard to race, color, religion, gender, age, disability, sexual orientation, gender identity, marital status, military service, genetic information, or any other status protected by law.