Client Account Lead

phData
•Remote

About The Position

phData is seeking a Client Account Lead to join its Client Services team. This remote-first role owns a portfolio of strategic, industry-focused accounts, driving growth, profitability, and executive relationships while helping clients define and realize their AI and data goals. The role works closely with client executives, Sales, Technical Account Leads, Delivery leaders, and ecosystem partners to deliver high-impact programs and advance delivery excellence. The Client Account Lead develops and executes long-term account growth plans, translates client objectives into strategic data and AI programs, and oversees engagements to ensure they meet scope, schedule, profitability, and business-value goals. The position maintains approximately 40% utilization to remain close to delivery and client outcomes. It also provides strategic leadership in executive meetings, workshops, quarterly business reviews, and roadmap discussions; guides governance, risk management, and issue resolution; and builds joint account strategies with partners such as Anthropic, Snowflake, and AWS. The role contributes to industry playbooks, account-planning frameworks, sales-enablement materials, and reusable delivery practices. It represents phData at industry events and shares client insights and best practices to improve the company's engagement model, forecasting, and delivery excellence. The Client Account Lead also advises senior client stakeholders, mentors team members, and helps define practice standards and delivery frameworks. Travel may be required up to 50%, depending on client needs and business priorities.

Requirements

  • 10+ years of experience in consulting or similar data-driven verticals, including ownership of strategic account portfolios and revenue targets in the $10–20M+ range.
  • Hands-on experience collaborating with data engineering, analytics, and machine-learning teams to design, sell, and oversee implementation of modern data solutions, including data platforms, pipelines, governance, analytics, and AI.
  • Demonstrated ability to own revenue and profitability across strategic accounts and drive growth through both new and expansion work.
  • Experience delivering projects for external or internal clients in a professional services or consulting environment.
  • Ability to structure complex problems into actionable steps and drive them to completion.
  • Strong written and verbal English communication skills, including experience leading executive-level conversations and influencing cross-functional stakeholders.
  • Ability to work effectively in matrixed, distributed, and cross-functional teams across Sales, Delivery, Product, and Partners.
  • Track record of building and sustaining CxO and senior executive relationships and influencing strategic roadmaps with IT and business stakeholders.
  • Willingness and ability to travel up to 50%, depending on client needs and business priorities, while taking ownership of account outcomes.

Nice To Haves

  • Experience in Restaurant/Hospitality and/or Financial Services, with meaningful exposure to data, analytics, or AI-driven transformation.
  • Hands-on experience with cloud data platforms and ecosystems such as Snowflake, AWS, Databricks, or Anthropic, and familiarity with modern data architectures and use cases.
  • Experience working in global or remote teams and partnering across the US and other regions.
  • Contributions to communities through speaking, writing, or internal accelerators, such as industry events, thought leadership, or sales and solutions playbooks.

Responsibilities

  • Own account strategy, delivery, and growth for a portfolio of strategic, industry-focused accounts, developing long-term growth plans aligned with client goals and phData’s capabilities.
  • Translate client business objectives and AI and data goals into programs involving data platforms, pipelines, governance, analytics, and AI, in partnership with data engineering, analytics, and machine-learning teams.
  • Ensure engagements are delivered on time and within scope, with strong profitability and measurable business value; maintain approximately 40% utilization to stay close to delivery and client outcomes.
  • Collaborate with Go-to-Market, Delivery, Finance, Product, and Partner teams on account health, project success, and future opportunities.
  • Lead executive meetings, workshops, quarterly business reviews, and roadmap discussions, positioning phData as a trusted advisor to business and IT stakeholders.
  • Stay engaged with delivery teams, review performance metrics, and drive governance, risk management, and issue resolution across accounts.
  • Partner with ecosystem providers, including Anthropic, Snowflake, and AWS, to design and execute joint account strategies.
  • Contribute to industry playbooks, account-planning frameworks, sales-enablement materials, and patterns for achieving AI and data outcomes in relevant industries.
  • Represent phData at industry events, conferences, and panels, helping strengthen its presence in Restaurant/Hospitality, Technology, and other priority sectors.
  • Share best practices, deal learnings, and client insights to improve the client engagement model, forecasting, and delivery excellence.
  • Advise senior client stakeholders, shape roadmaps, influence strategic decisions, and guide long-term initiatives.
  • Mentor and coach team members, fostering learning, feedback, and continuous improvement.
  • Help define and refine practice standards, reusable assets, and delivery frameworks.

Benefits

  • Remote-first work environment.
  • 401k plan with company match.
  • Dental insurance.
  • Vision insurance.
  • Home office equipment stipend.
  • Annual learning and development stipend.
  • Competitive compensation and benefits.
  • Flexible PTO.
  • 10 holidays.
  • Access to challenging projects, mentorship, and structured development pathways.
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