Strategic Client Partner, Financial Services Growth

Obin AI; New York (NY); On-site; USD 140,000 - 210,000; Full time

Job summary

Obin AI is seeking a Client Partner to own an account end to end across Insurance Advisory, Claims, Financial Planning, and the Investment Office. You will manage divisional relationships, validate ROI before closes, and drive renewals and expansion with a Senior Client Partner.

On larger multi-stakeholder accounts you will handle day-to-day relationships while collaborating with executives; on smaller accounts you own the full end-to-end process from scoping to closing.

Qualifications

• 8–12 years in Financial Services or Insurance
• Experience owning renewal/expansion targets
• Comfortable bridging commercial and technical discussions

Responsibilities

• Own the Account end-to-End for one or more divisional relationships.
• Qualify targets and quantify business pain in operating detail.
• Navigate model risk, InfoSec, legal, and procurement reviews with Presales Engineering.
• Validate ROI and shape the opportunity brief and SOW scope.
• Close commercial terms and hand off account context to delivery pod.
• Manage renewals and pitch and close expansion opportunities.
• Track ROI, run QBRs, and identify expansion opportunities with the Senior Client Partner.
• Be the internal voice of the client across product, commercial, engineering and delivery.

Skills

Quota ownership

Technical fluency

Insurance industry knowledge

Client-facing leadership

Job description

Obin AI is seeking a Client Partner to own an account end to end across Insurance Advisory, Claims, Financial Planning, and the Investment Office. You will manage divisional relationships, validate ROI before closes, and drive renewals and expansion with a Senior Client Partner.

On larger multi-stakeholder accounts you will handle day-to-day relationships while collaborating with executives; on smaller accounts you own the full end-to-end process from scoping to closing.