The Role
Own and grow strategic banking and insurance accounts for a technology services organization. Build executive relationships, develop account expansion strategies, cross-sell cloud, data, AI, transformation, modernization, and managed services, and identify revenue opportunities. Partner with presales, consulting, solutioning, and delivery teams on proposals and execution. Maintain executive oversight of engagements, address concerns, and support customer satisfaction, retention, and increased wallet share.
Summary Generated by Built In
Job Title: Client Partner - Banking & Insurance (Financial Services)
Location: Chicago (onsite) OR Midwest based
(Applicants outside of Chicago will be considered but a Chicago-based candidate is preferred.)
About the Role
Our client is a private equity-backed global technology and digital transformation services organization headquartered in Dallas, Texas. The company helps enterprises address complex business and technology challenges through capabilities spanning Cloud, Data & Analytics, Artificial Intelligence, Digital Transformation, Application Modernization, and Managed Services.
We are seeking an experienced Client Partner to manage and grow strategic client accounts, with a strong preference for experience within Banking. This is a 100% client-facing role focused on strengthening executive relationships, expanding existing accounts, and identifying opportunities to deliver technology and digital services.
Key Responsibilities
- Own strategic client relationships and serve as a trusted partner to senior business, technology, and executive stakeholders.
- Develop and execute account strategies focused on revenue growth, account expansion, cross-selling, and increasing wallet share within existing client relationships.
- Understand client business and technology priorities and identify opportunities to position services across Cloud, Data & Analytics, AI/Automation, Digital Transformation, Application/Platform Modernization, and Managed Services.
- Lead strategic client conversations around business challenges, technology priorities, transformation initiatives, and opportunities for expanding the partnership.
- Partner with solutioning, presales, consulting, and delivery teams to develop solutions and proposals aligned with client needs.
- Maintain executive oversight of ongoing engagements, proactively addressing client concerns and ensuring strong customer satisfaction and retention.
- Work closely with delivery teams to ensure successful execution while identifying opportunities to expand existing engagements.
What We're Looking For
- 10-15+ years of experience as a Client Partner, Strategic Account Management, Account Growth, or comparable client-facing role within the IT services or technology consulting industry.
- Demonstrated experience managing and growing named client accounts within Financial Services, Banking or Insurance verticals.
- Proven experience owning and growing client revenue. Experience managing an annual portfolio of approximately $5M-$10M or $3M–$5M+ is preferred; candidates who have successfully managed and grown portfolios in the $1M–$3M+ range will also be considered as well.
- Strong understanding of the IT services ecosystem, with experience selling or expanding services such as Cloud, Data & Analytics, AI, Digital Transformation, Application Modernization, and Managed Services.
- Proven ability to build trusted relationships with senior business and technology stakeholders and convert client needs into account growth opportunities.
- Strong communication, executive presence, commercial acumen, and client engagement skills.
- Experience with a Systems Integrator, global technology services organization, consulting firm, or Big Four organization is highly desirable.
- Chicago-based candidates are highly preferred; candidates located elsewhere in the Midwest will also be considered.
Skills Required
- 10–15+ years of experience as a Client Partner, Strategic Account Manager, Account Growth professional, or in a comparable client-facing role within IT services or technology consulting
- Experience managing and growing named client accounts in Financial Services, Banking, or Insurance
- Demonstrated ownership and growth of client revenue
- Experience managing an annual client portfolio of approximately $5M–$10M or $3M–$5M+
- Experience successfully managing and growing portfolios in the $1M–$3M+ range
- Strong understanding of the IT services ecosystem and experience selling or expanding cloud, data and analytics, AI, digital transformation, application modernization, or managed services
- Ability to build trusted relationships with senior business and technology stakeholders and convert client needs into account growth opportunities
- Strong communication, executive presence, commercial acumen, and client engagement skills
- Experience with a systems integrator, global technology services organization, consulting firm, or Big Four organization
- Chicago-based location preferred; Midwest-based candidates considered
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The Company
What We Do
Vets2PM upskills and reskills military members, veterans, and spouses into project managers, helping them achieve meaningful, lucrative post-service careers and strengthening America's workforce.
