Enterprise Client Partner – Customer Success
NimbleRx
VP BCM Client Partner
EXL
full-time
Posted on:
Location Type: Hybrid
Location: San Francisco • California • 🇺🇸 United States
Visit company websiteJob Level
Lead
Tech Stack
Cloud
About the role
- Serve as the strategic advisor and trusted partner to senior executives (CIO, CFO, COO, CRO) at top U.S. banks.
- Drive account growth, identify white-space opportunities, and lead multi-tower solution conversations across AI, analytics, data, and operations.
- Lead business transformation discussions, translating banking challenges into data-driven, tech-enabled solutions.
- Orchestrate cross-functional teams including solution architects, domain experts, delivery leads, and innovation teams to deliver high-impact outcomes.
- Maintain deep understanding of evolving banking trends—digital banking, FedNow, GenAI, operational risk, ESG, and compliance—and proactively shape client strategies.
- Champion CXO-level engagement, design roadmaps, and support thought leadership initiatives within the Financial Services vertical.
Requirements
- Prior or recent client facing experience at a Big 4 consulting firm or equivalent with 8–10 years of experience servicing banking or financial services clients.
- Strong exposure to U.S. banking operations, risk, and compliance, with a grasp of regulatory and digital transformation priorities.
- Ability to bridge technology and business strategy, ideally with experience in cloud, core banking platforms, intelligent automation, or AI/ML.
- Proven track record in building and growing strategic relationships and managing large transformation programs.
- Strong communication, influencing, and stakeholder management skills, with a consultative selling approach.
- Bachelor's degree in Business, Finance, Technology, or related field; MBA preferred.
Benefits
- Hybrid - 3 days per week onsite at client offices
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
AIanalyticsdata-driven solutionsdigital transformationcloudcore banking platformsintelligent automationrisk managementcompliancebusiness transformation
Soft skills
strategic advisingcommunicationinfluencingstakeholder managementconsultative sellingrelationship buildingteam leadershipcross-functional collaborationthought leadershipproblem solving
Certifications
Bachelor's degreeMBA
