Enterprise Client Partner, Financial Services & Insurance

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

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