Client Partner - BFSI Sales

Job Description - Client Partner (BFSI)

Position: Client Partner

Location: Chicago, IL (Onsite at Client Location)

Domain: Banking, Financial Services & Insurance (BFSI)

Experience: 15 to 20 Years

Industry Preference: Technology Services / System Integrators (SI) / IT Services Organizations

Portfolio Size: USD 15M - 20M (Mid-sized Accounts) and/or USD 50M+ (Large Enterprise Accounts)

About the Role

We are seeking an accomplished and customer-centric Client Partner to lead strategic client relationships within the BFSI sector. This role is responsible for driving business growth, strengthening executive stakeholder relationships, managing large portfolios, and delivering sustainable revenue expansion across key accounts.

The ideal candidate will bring over 15 years of experience in client management, account growth, portfolio leadership, and business development within leading technology services organizations. This individual will serve as a trusted advisor to clients while collaborating closely with internal teams to deliver business value, innovation, and long-term strategic outcomes.

This is an onsite client-facing role based in Chicago , requiring regular engagement with senior customer stakeholders and leadership teams.

Key Responsibilities

Strategic Client Relationship Management

• Build and maintain trusted relationships with senior client stakeholders, including business and technology leadership teams.
• Act as the primary point of contact for strategic account planning, governance, and executive engagement.
• Understand customer business priorities and align solutions to support their objectives and growth plans.
• Drive customer satisfaction through proactive engagement and effective stakeholder management.

Portfolio & Revenue Growth

• Own and manage a portfolio of BFSI accounts with responsibility for revenue growth, profitability, and customer success.
• Develop and execute account growth strategies to identify expansion opportunities across services and solutions.
• Drive both new business acquisition and existing account growth through consultative engagement.
• Achieve revenue, margin, and portfolio growth objectives while ensuring long-term customer retention.

Business Development & Account Expansion

• Identify opportunities for cross-selling and upselling across service lines.
• Collaborate with delivery, consulting, and solution teams to create compelling value propositions for clients.
• Lead strategic account planning and growth initiatives to increase wallet share within existing customers.
• Support pursuit strategies, proposal development, negotiations, and contract discussions.

Executive Stakeholder Engagement

• Establish strong relationships with C-suite executives and business decision-makers.
• Facilitate business reviews, governance meetings, and strategic planning sessions.
• Provide business insights and recommendations that contribute to client success and partnership expansion.

Portfolio Governance & Delivery Alignment

• Partner with delivery teams to ensure successful execution of client engagements.
• Monitor account health, customer feedback, commercial performance, and risk management.
• Support resolution of critical issues while maintaining a positive client experience.
• Ensure alignment between customer expectations and organizational objectives.

Market & Industry Leadership

• Maintain a strong understanding of BFSI industry trends, digital transformation initiatives, emerging technologies, and customer priorities.
• Bring thought leadership and industry insights to clients to support innovation and business growth.
• Represent the organization professionally within customer and industry forums.

Required Qualifications

• Bachelor’s degree in business, Technology, Engineering, Finance, or a related field.
• 20+ years of experience in Client Partner, Account Management, Business Development, Sales Leadership, or Strategic Account Management roles.
• Proven experience serving BFSI clients within leading IT Services, Digital Engineering, Consulting, or System Integration organizations.
• Demonstrated success managing large strategic accounts and multi-million-dollar portfolios.
• Experience managing portfolios valued at:
• USD 15M - 20M for mid-sized accounts, and/or
• USD 50M+ for large enterprise accounts.
• Strong experience in revenue growth, account expansion, customer relationship management, and portfolio leadership.
• Demonstrated ability to engage and influence executive-level stakeholders.
• Experience leading complex commercial discussions and strategic account planning.

Preferred Experience

• Experience working with global BFSI organizations across banking, insurance, capital markets, or financial services.
• Background in both account farming and strategic account growth.
• Experience driving large-scale digital transformation, modernization, data, AI, cloud, or technology-led initiatives.
• Prior experience working in client-facing onsite roles with enterprise customers.

Core Competencies

• Strategic Account Management
• Client Relationship Management
• Portfolio Management
• Revenue Growth & Expansion
• Business Development
• Executive Stakeholder Engagement
• Customer Success Management
• Commercial Acumen
• Consultative Selling
• Governance & Risk Management
• Cross-functional Leadership
• Negotiation & Influencing Skills
• Growth Management
• Executive Communication
• Problem Solving & Decision Making

Success Measures

• Portfolio Growth
• Revenue Expansion
• Customer Satisfaction & Retention
• Executive Relationship Strength
• New Business Generation
• Account Profitability
• Strategic Program Expansion
• Long-Term Client Partnership Development

This role is well suited for a seasoned client partner who combines strong relationship management capabilities with a proven track record of growing strategic BFSI accounts, managing large portfolios, and delivering measurable business outcomes in a highly collaborative and customer-focused environment.

EOE