Client Partner – BFSI
Cephas Consultancy Services Private Limited
United States
Remote · Full-time
Position: One full-time role
Experience: 10–12 years
Compensation: Up to a 20% annual bonus
We are seeking an experienced Client Partner to manage and grow strategic client accounts, with a strong preference for banking experience. This 100% client-facing role focuses on strengthening executive relationships, expanding existing accounts, and identifying opportunities to deliver technology and digital services.
About the Company
Our client is a private equity-backed global technology and digital transformation services organization headquartered in Dallas, Texas. The company helps enterprises address complex business and technology challenges through capabilities spanning Cloud, Data & Analytics, Artificial Intelligence, Digital Transformation, Application Modernization, and Managed Services.
Key Responsibilities
- Own strategic client relationships and serve as a trusted partner to senior business, technology, and executive stakeholders.
- Develop and execute account strategies focused on revenue growth, account expansion, cross-selling, and increasing wallet share within existing client relationships.
- Understand client business and technology priorities and identify opportunities to position services across Cloud, Data & Analytics, AI/Automation, Digital Transformation, Application/Platform Modernization, and Managed Services.
- Lead strategic client conversations about business challenges, technology priorities, transformation initiatives, and opportunities to expand the partnership.
- Partner with solutioning, presales, consulting, and delivery teams to develop solutions and proposals aligned with client needs.
- Maintain executive oversight of ongoing engagements, proactively address client concerns, and ensure strong customer satisfaction and retention.
- Work closely with delivery teams to ensure successful execution while identifying opportunities to expand existing engagements.
What We’re Looking For
- 10+ years of experience in the IT services or technology consulting industry.
- 3–5+ years of experience as a Client Partner, in strategic account management or account growth, or in a comparable client-facing role within the IT services or technology consulting industry.
- Demonstrated experience managing and growing named client accounts in the financial services, banking, or insurance sectors.
- Proven experience owning and growing client revenue. Experience managing an annual portfolio of approximately $3M–$5M+ is preferred; candidates who have successfully managed and grown portfolios in the $1M–$3M+ range will also be considered.
- Strong understanding of the IT services ecosystem, with experience selling or expanding services such as Cloud, Data & Analytics, AI, Digital Transformation, Application Modernization, and Managed Services.
- Proven ability to build trusted relationships with senior business and technology stakeholders and turn client needs into account growth opportunities.
- Strong communication, executive presence, commercial acumen, and client engagement skills.
- Experience with a systems integrator, global technology services organization, consulting firm, or Big Four organization is highly desirable.
- Chicago-based candidates are highly preferred; candidates elsewhere in the Great Lakes region will also be considered.
Interview Process
A streamlined 2–3-round interview process.