Senior Client Partner

PruTech Solutions, Inc.; Charlotte (NC); On-site; USD 100,000 - 150,000; Full time

Job summary

PruTech Solutions, Inc. in Charlotte, NC is looking for a Client Partner / Account Manager to leverage financial services expertise and manage client relationships. This role involves driving client success, achieving revenue targets, and developing strategic solutions for key clients. Ideal candidates should have 10-15 years of professional experience, with strong backgrounds in business development within the Financial Services sector. The position offers opportunities to shape IT programs and enhance client partnerships.

Qualifications

• 10-15 years of professional experience with 5+ years in managing large opportunities.
• 10+ years in business development and account management within Financial Services.
• Strong background in Banking, Capital Markets, or Financial Services.

Responsibilities

• Leverage financial services expertise to drive client success.
• Cultivate and manage C-level client relationships.
• Accountable for achieving revenue targets through business development strategies.
• Lead the creation and negotiation of new business proposals.

Skills

Financial Services Expertise

Account Management

Business Development

Client Relationship Management

IT Services Knowledge

Job description

Job Title: Client Partner / Account Manager

Location: Charlotte, NC

About Us

Established in 1997, PruTech is committed to innovative problem-solving, solution creation, and fostering strong client partnerships. Serving a diverse array of industries, from government to finance, retail, and manufacturing, PruTech operates from strategic locations including New York City, Washington DC, North Carolina, and boasts a nearshore office in Mexico City and multiple offshore offices in India.

With over two decades of experience in Information Technology and system integration, PruTech offers a comprehensive suite of services to meet evolving technological needs:

• Project-based system integration
• Custom software solutions
• Package implementations
• Consulting and advisory services
• Big data and analytics
• Nearshore and offshore services

At PruTech, we are dedicated to shaping the future of technology and driving success for our clients through innovative solutions and strategic partnerships.

Description

Are you seeking a role that blends your financial services expertise, account management skills, and technical IT background? Look no further! We are in search of a dynamic individual who excels at working directly with clients, delivering high-quality solutions, and is comfortable with hands‑on involvement. If you're ready to take on a challenging role that enables you to make a real impact, then this opportunity is for you.

Key Responsibilities

• Financial Services Expertise: Leverage extensive experience in Financial Services to drive client success and deliver tailored solutions.
• Cultivate and manage C-level relationships with clients, ensuring consistent track record in relationship management.
• Align client vision and strategy, delivering market‑leading solutions and services to diversify portfolios and drive long‑term growth.
• Hold a quota and be accountable for achieving revenue targets through effective account management and business development strategies.
• Develop and assess account strategies to meet revenue targets, including landing and expanding current accounts, monitoring client satisfaction, and adjusting strategies as needed.
• Lead creation and negotiation of new business proposals for key partners within client teams.
• Drive transition of delivery services, defining SLAs, KPIs, and contractual models for successful service delivery.
• Shape, scope, and deliver IT programs and projects for multiple clients, ensuring accountability for growth, diversification, and delivery commitments.
• Establish regular communication with client peers to discuss PruTech offerings and position PruTech as preferred partner.
• Assist in RFPs, RFIs, and proposals, ensuring high-quality submissions.
• Exhibit thought leadership by generating proactive solutions and pitches to address customer pain points, driving marketing campaigns for sales pipelines.
• Develop relationships with customer sourcing teams during RFP/RFI process cycle.

Essential Skills and Background

• Minimum 10-15 years professional experience, with 5+ years managing large opportunities upwards of $5 mil -$10 mil.
• 10+ years business development and account/engagement management experience, within Financial Services sector.
• Demonstrated Global Delivery Model experience, with comprehensive knowledge of processes and methodologies.
• Proven ability to define solutions collaboratively and deliver globally.
• Technical background in IT services, with a strong understanding of relevant technologies and methodologies.
• Solid experience selling and delivering IT services within Financial Services.
• Strong background in Banking, Capital Markets, or Financial Services (BFSI).
• Ability to reposition PruTech as partner to exceed client expectations.
• Experience managing multi-service line Managed Service engagements across multiple geographies.
• Willingness to travel as required.

PruTech abides by the requirements of 41 CFR 60-1.4(a), 60-300.5(a) and 60-741.5(a). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.