Client Partner - Financial services

The Role Obin drives strategic growth in financial services by leading critical transformations across Insurance Advisory, Claims, Financial Planning, and the Investment Office. We are looking for a Client Partner to own an account end to end - beneath, and in partnership with, a Senior Client Partner. You will own divisional relationships, validate ROI ahead of every close, pitch and close expansion opportunities, manage renewals, and build the account playbook that turns a single engagement into a durable, growing relationship. On our largest, multi-stakeholder accounts, you'll work alongside a Senior Client Partner who owns the firmwide, C-suite relationship and provides executive air cover on the hardest deals - while you own the day-to-day divisional relationship, the account arc beneath the exec layer, and the mechanics of getting deals scoped, priced, and closed. On smaller, single-buyer accounts, you'll cover both altitudes yourself, acting as the account's primary owner end to end. What You Will Do Own the Account, End to End: Serve as the primary owner for one or more divisional relationships within a client (e.g., Insurance Advisory, Claims, Financial Planning, or the Investment Office), or the full account where there is a single economic buyer. Target & Qualify: Build the entry hypothesis and stakeholder map for new account targets, and establish and quantify business pain in operating detail - which workflow, how many people it touches, what it costs. Navigate Regulated Risk: Own progression through model risk, third-party vendor risk, InfoSec, legal, and procurement review - partnering with Presales Engineering on security and, on complex accounts, the Senior Client Partner for executive air cover. Validate ROI & Shape the Deal: Validate ROI against real client data alongside Presales Engineering and the Forward Deployed PM, shaping a binding opportunity brief and SOW scope. Close & Hand Off: Close commercial terms - alongside the Senior Client Partner on multi-stakeholder accounts - and ensure a clean handoff of account context to the delivery pod. Own the Account Playbook: Manage renewals, pitch and close expansion opportunities, and maintain the relationship health of your divisional book. Track Growth: Track realized ROI against commitments, run QBRs, and identify and pitch expansion opportunities in partnership with the Senior Client Partner. Be the Internal Voice of the Client: Ensure stakeholders across product, commercial, engineering, and delivery understand client context, priorities, and stakeholder dynamics. Partner Cross-Functionally: Work closely with Presales Engineering, Forward Deployed PM/Engineering, and Obin's Industry Expert to shape and pilot new initiatives from first conversation to signed, funded engagement. What We Are Looking For Must Have Years of Experience: 8-12 years of experience, including meaningful exposure to Financial Services / Insurance. FSI Background: Working knowledge of the insurance industry's operating model, and the business and regulatory context that shapes technology transformation there. Owns the Number: A track record carrying a quota or owning renewal/expansion targets for an enterprise account. Technical Fluency: Comfortable operating at the intersection of commercial and technical conversations - able to partner directly with product, presales, and forward-deployed engineering teams. Good to Have Career-Switcher Profile: Began a career in consulting or finance before transitioning into technology GTM/account roles. Experience running client-facing workshops that translate ambiguous strategic goals into scoped, actionable workstreams. A track record managing multi-stakeholder enterprise relationships, ideally including cross-business-unit initiatives. Excellent communication skills, with credibility in front of senior client stakeholders. Excitement about operating in an early-stage environment, with room to grow into a Senior Client Partner seat as accounts and scope expand. #J-18808-Ljbffr Obin AI