Client Account Lead – Financial Services

phData

Client Account Lead managing strategic Financial Services accounts at phData. Driving growth while collaborating with client executives and internal teams for AI & Data goals.

Posted 5/18/2026full-timeRemote • 🇺🇸 United StatesSeniorWebsite

Tech Stack

Tools & technologies

AWSGo

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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.

Benefits

Comp & perks

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)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

account strategyrevenue growthdata platformsdata pipelinesdata governancedata analyticsAI solutionsrisk managementfraud detectioncustomer intelligence

Soft Skills

client satisfactionexecutive relationship managementstrategic leadershipmentoringcoachingcommunicationproblem-solvingcollaborationinfluencingcontinuous improvement