phData

Client Account Lead – Financial Services, Insurance

phData

full-time

Posted on:

Location Type: Remote

Location: Remote • 🇺🇸 United States

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Job Level

Senior

Tech Stack

AWSGo

About the role

  • Drive Account Strategy: Lead a portfolio of Financial Services accounts with an emphasis on Insurance, creating and executing long-term growth plans in partnership with phData’s Go-to-Market, Delivery, and Partner teams.
  • Own Revenue & Profitability: Deliver $5–15M+ in annual bookings through both net-new and expansion work, ensuring profitable, scalable growth across your accounts.
  • Build Executive Relationships: Cultivate trusted advisor status with CxOs and senior business leaders; lead strategic discussions across business and IT stakeholders.
  • Champion Client Outcomes: Maintain ~40% utilization, staying close to the delivery of programs to ensure high-impact results and exceptional client satisfaction.
  • Elevate Our Brand: Represent phData at industry events, conferences, and panels, helping grow our presence and reputation within your vertical.
  • Leverage Ecosystem Partners: Activate and grow partnerships (e.g., Snowflake, AWS) to bring added value to clients and accelerate growth.
  • Lead Cross-Functional Teams: Collaborate across Go-to-Market, Delivery, Finance, and Product teams to align on account health, project success, and future opportunity.

Requirements

  • 10+ years of consulting experience with 5+ years within Financial Services, with deep domain expertise in Insurance (e.g., P&C, Life, Reinsurance, Brokerage, Claims). In-house Insurance experience in a digital, data, or transformation role may also be considered.
  • Proven track record owning and growing strategic accounts, including responsibility for $5–15M+ in annual revenue targets.
  • Hands-on collaboration with data and technology teams: partner closely with data engineering, analytics, and ML teams to design, sell, and oversee implementation of modern data solutions (data platforms, pipelines, governance, analytics, and AI).
  • Demonstrated ability to build executive relationships and influence strategic roadmaps across both IT and business stakeholders.
  • Credibility built on meaningful results—long tenure in a role where you drove significant revenue, retention, and/or transformation outcomes.
  • Experience working in matrixed organizations and influencing cross-functional teams to deliver client success.
  • Willingness and ability to travel up to 50%, depending on client needs and business priorities.
Benefits
  • Medical Insurance for you and eligible dependents
  • 401k plan with company match
  • Dental and Vision insurance
  • Home Office Equipment Stipend
  • Annual stipend for Learning and Development
  • Unlimited Paid Time Off
  • Paid Holidays

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
consultingaccount managementdata solutionsdata platformsdata pipelinesdata governanceanalyticsmachine learningrevenue growthclient satisfaction
Soft skills
relationship buildingstrategic influencecross-functional collaborationleadershipcommunicationclient advocacyproblem-solvingnegotiationadaptabilityteam alignment