SunnyData

Client Principal, Financial Services

SunnyData

full-time

Posted on:

Location Type: Remote

Location: United States

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Job Level

Lead

Tech Stack

Cloud

About the role

  • Manage a portfolio of Financial Services accounts with a focus on "farming" and expansion.
  • Own the commercial strategy and negotiations.
  • Proactively identify whitespace opportunities across data engineering, advanced analytics, ML/AI, and cloud transformation to drive continued growth.
  • Serve as the ultimate point of accountability for client concerns.
  • Monitor and document value creation, translating technical wins into clear "customer stories" and business outcomes for stakeholders.
  • Build and sustain relationships with C-level executives and senior business stakeholders.

Requirements

  • 7 to 10 years in strategic account ownership, Client Principal, or Engagement Lead roles within consulting or technology services.
  • Deep experience serving the Financial Services vertical (banking, insurance, asset management, payments), with the ability to discuss sector-specific constraints like security, compliance, and risk.
  • Proven "PMO experience" or background as an Engagement Manager is strongly preferred. You must have the rigor to manage governance, scope, and margins effectively.
  • Required experience with **Databricks** (or similar modern data platforms). You must have the credibility to engage confidently with client technical leaders and translate complex technology into business value.
  • Strong executive presence with the ability to influence roadmaps and drive decisions at the senior level.
  • Proven track record of growing enterprise accounts with direct accountability for multi-million-dollar revenue targets.
Benefits
  • Health Insurance: Employees and their eligible family members, including spouses, domestic partners, and children, are eligible for coverage from the first day of employment.
  • Paid Time Off: Start your career at SunnyData with a minimum of 15 days Paid Time Off annually, plus nine paid company Holidays.
Applicant Tracking System Keywords

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

Hard Skills & Tools
data engineeringadvanced analyticsmachine learningartificial intelligencecloud transformationPMO experienceaccount managementgovernance managementscope managementmargin management
Soft Skills
strategic thinkingnegotiationrelationship buildinginfluencingcommunicationaccountabilityproblem-solvingexecutive presencestakeholder managementcustomer storytelling