Client Partner, Financial Services

HDJ & Associates, Inc. • Dallas, TX

1d

About The Position

Our client is seeking a Client Partner to expand their Data and AI services and solutions to increase revenue and deepen relationships within an assigned portfolio of Financial Services accounts. This role is ideal for a consultative, relationship-driven seller who excels at account planning, executive alignment, retention, and expansion, while partnering tightly with delivery teams to ensure long-term customer success.

Requirements

• 7–10 years’ experience in client-facing roles within technology or software organizations
• Demonstrated success in account growth, renewals, and Data/AI expansion for financial services
• Skilled at positioning AI-driven solutions (Agentic AI, AI Agent) for banking, financial services, and insurance
• Experience selling Cloud Data Lakes, Data Fabrics, data governance, or Master Data Management to financial services
• Strong executive presence, relationship-building, and collaboration skills
• Comfortable with enterprise processes: procurement, vendor management, and governance
• Technical Fluency
• Knowledge of Data Management and/or AI solutions from Azure, Google Cloud, AWS, Databricks, Snowflake, Informatica, Reltio
• Knowledge of ML, Agentic AI, AI Agent solutions and the use of these across business, operations, and technology organizations across the banking and financial services industry

Nice To Haves

• Retains accounts while growing services footprint year-over-year
• Expands relationships beyond initial stakeholders (multi-threaded trust network)
• Works seamlessly with delivery teams to drive client outcomes and additional opportunities
• Establishes the company as a strategic partner for enterprise data and AI transformation

Responsibilities

• Identify and expand opportunities across new and existing AI, Data Management, Master Data Management, Data Governance, Data modernization initiatives
• Build multi-year account plans including whitespace analysis, relationship maps, and growth plays within assigned BFSI accounts
• Develop trusted executive relationships with senior AI, Data, Technology, and Business leaders
• Collaborate with delivery leaders to ensure customer outcomes and high satisfaction
• Manage escalations professionally and protect client relationships
• Support commercial strategy: pricing, renewals, scope management, SOW extensions
• Maintain pipeline forecasting and account documentation in CRM

What This Job Offers

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