Client Principal (Financial Services)

SunnyData; United States; Hybrid; USD 150,000 - 190,000; Full time

Benefits offered by this job

Remote first

Room to grow

Real learning

Horizontal by design

Job summary

SunnyData seeks a Client Principal to drive strategic, multi-million-dollar Financial Services accounts, owning the lifecycle from farming to expansion and coordinating with cloud partners to maximize value from Databricks. The role requires strong executive presence and delivery governance to deliver high-impact outcomes.

You will build trusted advisor relationships with C-level clients, manage SOWs and renewals, and guide delivery teams toward measurable business results such as improved NR,

Qualifications

• 7+ years in strategic account ownership, Client Principal, or Engagement Lead roles within consulting or technology services.
• Deep experience serving the Financial Services vertical with the ability to discuss sector-specific constraints like security, compliance, and risk.
• Engagement Lead pedigree with governance, scope, and margins experience is strongly preferred.
• Databricks experience to engage with client technical leaders and translate complex technology into business value.
• Consultative selling with executive presence and the ability to influence roadmaps at the senior level.
• Proven track record of growing enterprise accounts with direct accountability for multi-million-dollar revenue targets.

Responsibilities

• Own the Account Lifecycle: Manage a portfolio of Financial Services accounts with a focus on farming and expansion. Meet annualized bookings targets and drive Net Revenue Retention and profitability.
• Lead commercial strategy and negotiations. Create SOWs, renewals, and MSA amendments with legal and delivery teams.
• Identify whitespace opportunities across data engineering, analytics, ML/AI, and cloud transformations to drive growth.
• Coordinate with cloud (AWS/Azure) and ISV partners to unlock funding and support client outcomes.
• Act as Engagement Lead: manage governance, scope, budget, timelines, and dependencies to ensure value.
• Monitor value realization and translate technical wins into business outcomes for stakeholders.
• Lead cross-functional teams and manage delivery team morale and eNPS, providing feedback and motivation.
• Build and sustain executive relationships with C-level and senior stakeholders; lead annual/quarterly account planning and QBRs.

Skills

Strategic account ownership

Databricks fluency

Consultative selling

Executive relationship management

PMO experience

Education

Bachelor's degree (preferred)

MBA or equivalent preferred

Job description

We create the foundations for the AI future

Data and AI projects are easy to get excited about. Making them hold up in production is the hard part...
That's what we focus on: solid data engineering underneath, so the pipelines feeding AI actually work.

OUR TOOLS

Databricks and the modern data stack

We build on Databricks because it's the most complete data and AI platform out there, and it's only getting more central as AI moves faster. One platform for data engineering and AI/ML, cloud-native, scalable, and flexible enough to fit how a real business runs.

Our partners in tech

Alongside Databricks, we work with a focused set of partners: Fivetran, Prophecy, Monte Carlo, and Sigma, that plug straight into the Lakehouse and help us move fast without piling on complexity.

JOIN US

Open positions

Location

United States

Employment Type

Full time

Location Type

Remote

Department

At SunnyData, a leading Databricks technology partner, our mission is to empower customers with scalable architectures, robust data engineering pipelines, seamless data consumption layers, and advanced ML and AI applications. As a Client Principal you will act as the strategic "Farmer" and Engagement Lead for our most critical accounts in the Financial Services vertical.

This is a high-impact "Rainmaker" role where you will serve as a Trusted Advisor to C-level executives while retaining full accountability for delivery outcomes. You will own a portfolio of existing customers, with success measured by Net Revenue Retention (NRR), Gross Profit, and NPS. You will bridge client business priorities with SunnyData’s Databricks expertise, ensuring delivery teams execute against high-value outcomes while you cultivate long-term partnerships.

What You Will Do:

Commercial Strategy & Account Growth ("The Farmer")

Own the Account Lifecycle: Manage a portfolio of Financial Services accounts with a focus on "farming" and expansion. You are responsible for meeting annualized bookings targets, maximizing Net Revenue Retention (NRR), and driving account profitability.

Commercial Leadership: Own the commercial strategy and negotiations. You will lead the creation of SOWs, renewals, and MSA amendments in collaboration with legal and delivery teams.

Identify Expansion: Proactively identify whitespace opportunities across data engineering, advanced analytics, ML/AI, and cloud transformation to drive continued growth.

Partner Coordination: Coordinate with cloud (AWS/Azure) and ISV partners (specifically Databricks) to unlock funding, support client outcomes, and drive mutual growth.

Strategic Engagement Leadership ("The Engagement Lead")

Eat Escalations: Serve as the ultimate point of accountability for client concerns. You must be willing to "eat escalations," proactively identifying risks and resolving issues before they impact the client relationship.

Delivery Governance: While this is not a tactical Project Manager role, you act as the Engagement Lead accountable for the day-to-day execution of the engagement. You will govern scope, budget, timelines, and dependencies to ensure value creation.

Value Realization: Monitor and document value creation, translating technical wins into clear "customer stories" and business outcomes for stakeholders.

Team Leadership: Keep a pulse on delivery team morale. You are accountable for eNPS (Employee Net Promoter Score), providing feedback to the team and motivating them to deliver excellence.

Executive Relationship Management

Trusted Advisor: Build and sustain relationships with C-level executives and senior business stakeholders, acting as their primary advocate within SunnyData.

Strategic Planning: Lead annual and quarterly account planning, aligning SunnyData’s technical solutions to the client’s long-term business strategy.

QBR Facilitation: Organize and facilitate Quarterly Business Reviews (QBRs) to showcase results, discuss roadmaps, and deepen executive partnerships.

What You Bring

Experience: 7 + years in strategic account ownership, Client Principal, or Engagement Lead roles within consulting or technology services.

Financial Services Expertise: Deep experience serving the Financial Services vertical (banking, insurance, asset management, payments), with the ability to discuss sector-specific constraints like security, compliance, and risk.

Engagement Lead Pedigree: proven "PMO experience" or background as an Engagement Manager is strongly preferred. You must have the rigor to manage governance, scope, and margins effectively.

Databricks Fluency: Required experience with Databricks (or similar modern data platforms). You must have the credibility to engage confidently with client technical leaders and translate complex technology into business value.

Consultative Selling: Strong executive presence with the ability to influence roadmaps and drive decisions at the senior level.

Results Driven: Proven track record of growing enterprise accounts with direct accountability for multi-million-dollar revenue targets.

Who you are

Entrepreneurial: Comfortable building a function in a high-growth environment; you thrive in ambiguity and are willing to help define processes.

Strategic & Hands-On: You can shape a long-term vision but are equally willing to dive into the details to solve immediate client challenges.

Collaborative Orchestrator: You excel at aligning cross-functional teams (Delivery, Sales, Solutions) around clear outcomes.

Education:

Bachelor's degree is preferred; MBA or equivalent preferred.

Travel:

Willing and able to travel up to 50%, depending on client and partner engagement needs.

Health Insurance: Employees and their eligible family members, including spouses, domestic partners, and children, are eligible for coverage from the first day of employment.

Paid Time Off: Start your career at SunnyData with a minimum of 15 days Paid Time Off annually, plus nine paid company Holidays.

An opportunity to grow your technical and people skills, lead teams on complex customer projects that are highly innovative and cutting-edge. Great opportunity to grow in your career with the right level of focus, innovation, and customer centricity with a high-growth consulting company dedicated to Databricks.

Compensation Overview:

The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity, and location of the role; the skills, education, training, credentials, and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.

Our Commitment to Diversity and Inclusion:

SunnyData is dedicated to building a workforce that reflects the world around us. We are an equal opportunity employer committed to unbiased hiring practices. All qualified applicants will receive consideration for employment without regard to race, religion, gender identity, disability, veteran status, or any other protected characteristic.

Why Join SunnyData?

Innovative Environment. Work with cutting-edge technologies and industry leaders in data engineering and AI.

Customer Impact. Make a real difference in how businesses leverage data for strategic decision-making.

Career Growth. Opportunities for professional development and career advancement.

Collaborative Culture. Join a supportive team that values collaboration and knowledge sharing.

Some of our benefits

Here’s what you can count on as part of the team.

Remote first.

We meet our talent where they are. Work from anywhere, no relocation required.

Room to grow.

Mentorship from senior leaders, and real growth opportunities as we keep expanding.

Real learning.

Time and support to go deeper on the tools and problems you actually care about.

Horizontal by design, so hierarchy doesn't get in the way of being heard.

Specifics like healthcare, PTO, and other country-level details vary by location. We'll walk you through these additional benefits as you move through the process.