[Remote] Client Account Lead - Financial Services

Note: The job is a remote job and is open to candidates in USA. phData is a dynamic and innovative leader in the modern data stack, partnering with major cloud data platforms to deliver cutting-edge services and solutions. The Client Account Lead will own a portfolio of strategic Financial Services accounts, driving growth and profitability while helping clients define and realize their AI & Data goals.

Responsibilities

• 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
• 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
• 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

Skills

• 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
• 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
• 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
• 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
• 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

Benefits

• 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)

Company Overview