Client Account Lead - Financial Services

We are looking for a Client Account Lead to join our Client Services / Go-to-Market team. In this role, you will own a portfolio of strategic Financial Services accounts, driving growth, profitability, and executive relationships while helping clients define and realize their AI & Data goals. You will collaborate closely with client executives, Sales, Technical Account Leads, Delivery leaders, and ecosystem partners to deliver high-impact programs and advance phData’s delivery excellence across our Financial Services portfolio.

Key Responsibilities

Client Delivery

• 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.

Collaboration & Leadership

• 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.

Practice & Firm Contribution

• 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.

About You

You are a client-focused, strategic account leader and trusted advisor who enjoys working in a fast-paced, outcomes-driven environment. You are a value-driven communicator, relationship builder, and strategic thinker who is comfortable operating in distributed, global teams and partnering with colleagues across time zones to drive complex, high-impact work. You bring a strong understanding of Financial Services clients, their operating environments, and the ways AI & Data can create measurable business value in highly regulated organizations.

Required Qualifications

Experience

• 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.

Technical / Functional Skills

• 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.

Consulting / Delivery Skills

• 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.

Collaboration & Ownership

• 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.

Preferred Qualifications

Preferred qualifications help candidates stand out but are not required for success in this role.

• 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.

Location & Time Zone Expectations

• This role can be based anywhere in the United States.
• Strong preference for candidates located in or near Chicago, Boston, New York, New Jersey, Philadelphia, or Charlotte.
• We are a remote-first company, and you should be comfortable working with a distributed global team.
• Some flexibility may be required to collaborate across time zones with colleagues and clients.
• Client needs may occasionally require flexibility in working hours and travel of up to approximately 50% to support key milestones, workshops, and in-person executive meetings.

• Impactful Work: Partner with leading organizations on meaningful data & AI initiatives.
• Collaborative Culture: Work with a supportive, high-performing global team that values transparency, autonomy, and continuous improvement.
• Growth Opportunities: Access to challenging projects, mentorship, and structured development pathways.

Values-Driven: We prioritize doing the right thing for our clients, our teams, and our community.

Benefits at phData 

• 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)