HR Business Partner – Finance and Sales
Industrial Manufacturing
Client Account Lead – Financial Services, Insurance
phData
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteJob 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
