Client Partner – Banking & Financial Services

SynechronCharlotte, NC
Remote

About The Position

Synechron is a global consulting firm that combines creativity and innovative technology to deliver industry-leading digital solutions. Our progressive technologies and optimization strategies span end-to-end Artificial Intelligence, Consulting, Digital, Cloud & DevOps, Data, and Software Engineering. We are seeking an experienced Client Partner with a strong Banking & Financial Services background to drive client relationships, account growth, and strategic business development within key banking accounts. This role will also support Business Unit (BU) operations, including pipeline management, forecasting, governance, reporting, and coordination of strategic initiatives. The ideal candidate will have experience in an IT Services and Consulting environment and possess a strong understanding of banking technology, digital transformation, data, cloud, AI, and managed services.

Requirements

  • 12+ years of experience in IT Services, Consulting, or Technology Services Sales.
  • Strong Banking & Financial Services domain knowledge, including Retail Banking, Commercial Banking, Capital Markets, Payments, Risk & Compliance, or Wealth Management.
  • Experience managing client relationships and growing strategic accounts.
  • Proven track record in technology services sales and account management.
  • Strong understanding of consulting-led sales and delivery models.
  • Experience working with senior executives and managing complex stakeholder environments.
  • Excellent communication, presentation, and relationship management skills.

Nice To Haves

  • Experience supporting business unit operations, reporting, governance, or strategy functions.
  • Familiarity with AI/GenAI, cloud transformation, data platforms, and digital modernization initiatives.
  • Experience working with Tier-1 banks and financial institutions.
  • MBA or equivalent business qualification is a plus.

Responsibilities

  • Build and maintain strong relationships with client executives, business stakeholders, and technology leaders.
  • Drive account growth through account mining, cross-selling, and upselling of consulting and technology services.
  • Identify and qualify new opportunities across digital transformation, data & analytics, cloud, AI/GenAI, application modernization, and managed services.
  • Partner with delivery and solution teams to develop winning proposals and client solutions.
  • Support contract negotiations, SOW development, and commercial discussions.
  • Develop and execute account growth plans aligned with client priorities and business objectives.
  • Create and manage a healthy sales pipeline and support revenue forecasting activities.
  • Drive strategic account planning and executive engagement initiatives.
  • Support pursuit activities, RFP responses, and proposal development.
  • Support the BU Head in operational and strategic initiatives.
  • Track and report on pipeline, revenue, bookings, and account performance metrics.
  • Coordinate leadership reviews, governance meetings, and business planning activities.
  • Prepare executive presentations, business updates, and management reports.
  • Assist with resource planning, hiring coordination, and business unit reporting.
  • Drive follow-up actions from leadership meetings and strategic reviews.
  • Ensure alignment across sales, delivery, finance, and operations teams.

Benefits

  • A highly competitive compensation and benefits package.
  • A multinational organization with 60 offices in 20 countries and the possibility to work abroad.
  • 10 days of paid annual leave (plus sick leave and national holidays).
  • Maternity & paternity leave plans.
  • A comprehensive insurance plan including medical, dental, vision, life insurance, and long-/short-term disability (plans vary by region).
  • Retirement savings plans.
  • A higher education certification policy.
  • Commuter benefits (varies by region).
  • Extensive training opportunities, focused on skills, substantive knowledge, and personal development.
  • On-demand Udemy for Business for all Synechron employees with free access to more than 5000 curated courses.
  • Coaching opportunities with experienced colleagues from our Financial Innovation Labs (FinLabs) and Center of Excellences (CoE) groups.
  • Cutting edge projects at the world’s leading tier-one banks, financial institutions and insurance firms.
  • A flat and approachable organization.
  • A truly diverse, fun-loving, and global work culture.
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