Client Partner - Insurance

Perficient•Plano, TX

1d•$175,000 - $240,000

About The Position

Perficient is seeking an experienced Client Partner in New York City to lead and grow strategic relationships within the Insurance segment of Financial Services. The Client Partner serves as the CEO of the account, with end-to-end accountability for client strategy, executive relationships, growth, value creation, delivery stewardship, talent, and financial performance. The role develops a client-specific go-to-market strategy based on the client’s business, regulatory, and technology priorities and the evolving Insurance industry. It mobilizes Perficient’s capabilities and broader organization to create demand, grow the account, deliver measurable client outcomes, and strengthen executive relationships. The Client Partner is accountable for account financial health and executive stewardship of delivery, while building a high-performing account team and developing future leaders.

Requirements

Significant Insurance experience, including underwriting, claims, distribution, policy administration, customer experience, data and AI, intelligent automation, and core modernization.
Strong understanding of Insurance business models, customers, competitors, regulatory environment, and technology priorities.
Proven track record as a Client Partner, Account Executive, Managing Director, or equivalent senior leader growing large, complex strategic accounts.
Strong executive presence and ability to build trusted C-suite relationships.
Demonstrated success identifying whitespace, expanding into new buying centers, and creating demand.
Strong commercial and financial acumen, with demonstrated ownership of sales, revenue, margin, pipeline, and forecasting.
Experience creating AI-native, outcome-based solutions and nontraditional deal structures, including with ecosystem partners.
Experience orchestrating multidisciplinary teams across service-line, industry, solution, and delivery leaders.
Strong track record of developing people and building high-performing account teams.

Nice To Haves

An established executive network in the Financial Services market.

Responsibilities

Own account strategy, growth, relationships, talent, delivery alignment, and financial performance; establish a multi-year ambition and mobilize Perficient around it.
Develop a client-specific go-to-market strategy and actionable growth plays aligned with client priorities and Perficient offerings.
Create demand by opening executive relationships and buying centers, expanding into business units, geographies, and capability areas, and shaping opportunities early.
Own performance against sales, revenue, pipeline, bookings, expansion, and forecast-accuracy targets; orchestrate major pursuits.
Build trusted relationships with senior business and technology executives and bring insight, market perspective, and constructive challenge to executive conversations.
Maintain a point of view on the client’s industry, competitors, customers, technology landscape, and regulatory environment.
Establish executive governance and strategic reviews covering business priorities, value realization, relationship health, innovation, delivery performance, and future roadmaps.
Connect Perficient’s work to measurable client outcomes, including growth, improved customer and policyholder experiences, platform modernization, data value, and reduced cost and complexity.
Shape AI-native, outcome-based propositions with Perficient service lines and ecosystem partners, including commercial constructs tied to measurable results.
Orchestrate Perficient capabilities, including AI and intelligent automation, data and analytics, cloud and platform modernization, digital experience, enterprise applications, and product engineering.
Own account financial health, including revenue, margin, pipeline, forecast, and investment decisions.
Establish an operating cadence and proactively address risks to growth, profitability, delivery, client satisfaction, and executive relationships.
Maintain executive accountability for delivery quality, client satisfaction, and value realization across engagements.
Build a high-performing account team with clear roles and accountability, coach emerging leaders, and develop succession depth.
Foster a culture of client value, collaboration, innovation, commercial discipline, and growth.