Client Account Lead - Financial Services

phData

1d • Remote

About The Position

phData is seeking a Client Account Lead to join their Client Services / Go-to-Market team. This role involves managing a portfolio of strategic Financial Services accounts, focusing on driving growth, profitability, and executive relationships. The lead will collaborate with clients and internal teams to define and achieve AI & Data goals, ensuring high-impact program delivery and advancing phData's delivery excellence within the Financial Services sector. The company is a remote-first global organization known for its innovation in the modern data stack and its partnerships with major cloud data platforms.

Requirements

• 10+ years of experience in consulting, professional services, or similar client-facing environments, including ownership of strategic account portfolios and revenue targets in the $5M-$15M+ range.
• Significant experience leading and growing relationships within Financial Services accounts, with accountability for client outcomes, portfolio expansion, and executive engagement.
• Proven experience managing complex enterprise programs and account portfolios in a matrixed, cross-functional environment.
• Deep domain expertise in Financial Services, including one or more of the following segments: banking, capital markets, payments, insurance, wealth and asset management, or fintech.
• Ability to identify Financial Services business pain points and connect them to phData’s AI & Data services and solutions.
• Hands-on experience collaborating with data engineering, analytics, and ML teams to design, sell, and oversee implementation of modern data solutions including data platforms, pipelines, governance, analytics, and AI.
• Strong understanding of the data, governance, compliance, risk, and security considerations common in Financial Services environments.
• Proven ability to own revenue and profitability across a portfolio of strategic accounts, delivering growth through both net-new and expansion work.
• Experience delivering projects for external or internal clients in a professional services or consulting environment.
• Ability to break down complex problems into structured, actionable steps and drive them through to completion.
• Strong written and verbal communication skills in English, including experience leading executive-level conversations and influencing cross-functional stakeholders.
• Demonstrated ability to work effectively within matrixed, distributed, and cross-functional teams across Sales, Delivery, Product, and Partners.
• Proven track record of building and sustaining CxO and senior executive relationships, influencing strategic roadmaps across both business and technology stakeholders.
• Willingness and ability to travel up to 50%, depending on client needs and business priorities, while taking full ownership of account outcomes.

Nice To Haves

• Experience working with enterprise Financial Services clients on data, analytics, digital transformation, or AI initiatives.
• Familiarity with common Financial Services use cases such as risk and compliance, fraud detection, customer 360, underwriting, claims analytics, AML/KYC, forecasting, or personalized client experiences.
• Hands-on experience with cloud data platforms and ecosystems such as Snowflake, AWS, Databricks, and Anthropic, along with familiarity with modern data architectures and AI use cases.
• Prior experience working in global or remote teams and partnering across US and other regions.
• Contributions to communities, speaking, writing, or internal accelerators such as industry events, thought leadership, or sales and solutions playbooks are a plus.

Responsibilities

• Own and drive account strategy, delivery, and growth for a portfolio of strategic Financial Services accounts, creating and executing long-term growth plans aligned to client goals and phData’s capabilities.
• Serve as the senior account leader for your portfolio, accountable for client satisfaction, revenue growth, delivery quality, profitability, and executive relationship management.
• Translate client business objectives and AI & Data priorities into strategic programs spanning data platforms, pipelines, governance, analytics, and AI, in partnership with data engineering, analytics, and ML teams.
• Help Financial Services clients address critical business priorities such as regulatory reporting, risk management, fraud detection, customer intelligence, operational efficiency, and AI enablement.
• Ensure engagements across your portfolio are delivered on time, within scope, and with strong profitability and measurable business value, while maintaining approximately 40% utilization to stay close to delivery and client outcomes.
• Act as a trusted advisor to senior client stakeholders, helping shape roadmaps, influence strategic decisions, and guide long-term transformation initiatives.
• Collaborate with cross-functional partners across Go-to-Market, Delivery, Finance, Product, and Partner teams to align on account health, project success, and future opportunity.
• Provide strategic leadership during executive meetings, workshops, QBRs, and roadmap discussions, positioning phData as a trusted advisor to both business and technology stakeholders within Financial Services organizations.
• Ensure high quality in deliverables by staying engaged with delivery teams, reviewing performance metrics, and driving governance, risk management, and issue resolution across accounts.
• Partner with ecosystem providers such as Snowflake, AWS, Databricks, and others to design and execute joint account strategies that bring added value to clients and accelerate portfolio growth.
• Mentor and coach team members, fostering a culture of learning, feedback, and continuous improvement.
• Contribute to internal initiatives such as Financial Services industry playbooks, account planning frameworks, sales enablement materials, and repeatable patterns for driving AI & Data outcomes in the sector.
• Represent phData with professionalism at industry events, conferences, and panels, helping elevate our presence and reputation within Financial Services.
• Share best practices, deal learnings, and client insights to improve phData’s client engagement model, forecasting, and overall delivery excellence.
• Help define and refine practice standards, reusable assets, and delivery frameworks that support account success across the Financial Services portfolio.

Benefits

• Remote-First Work Environment
• 401k plan with company match
• Dental and Vision insurance
• Home Office Equipment Stipend
• Annual stipend for Learning and Development
• Competitive comp, excellent benefits, flexible PTO plan plus 10 Holidays (and other cool perks)

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed