Valtech

Client Partner, Financial Services

Valtech

full-time

Posted on:

Origin:  • 🇺🇸 United States

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Salary

💰 $150,000 - $250,000 per year

Job Level

SeniorLead

Tech Stack

Cloud

About the role

  • Own account-level growth targets, including revenue, margin, and client satisfaction
  • Develop and execute account strategies to achieve year-over-year growth
  • Lead and coach teams to uncover opportunities, deliver proposals, and win new engagements
  • Leverage partnerships and internal capabilities to position Valtech as a strategic advisor
  • Shape account growth plays and identify new value streams across digital, tech, and advisory services
  • Guide high-quality proposals and inspire multidisciplinary teams to deliver winning pitches
  • Serve as a senior point of escalation to resolve delivery or client concerns
  • Support successful outcomes across delivery teams while promoting client health and employee satisfaction
  • Lead executive-level client meetings, visioning sessions, and strategic briefings
  • Manage account-level P&L with attention to gross margin, forecasting, and investment strategy
  • Negotiate long-term agreements in collaboration with legal, delivery, and procurement teams
  • Ensure resource planning, invoicing, and rate management align with account and client expectations
  • Act as a servant leader—advocating for team development, morale, and growth
  • Align team activities to individual career goals and organizational development pathways
  • Provide mentorship and succession planning support for consultants and account leads

Requirements

  • 10+ years of experience in IT consulting services with demonstrated account and revenue ownership
  • 7+ years managing a portfolio or team in a client-facing environment
  • 5+ years of experience in digital transformation consulting across verticals
  • Familiarity with modern enterprise technology, CRM, cloud, and marketing platforms
  • High emotional intelligence and strategic thinking with an informed industry perspective
  • Experience in Agile methodologies and consulting (a plus)
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