Senior Client Partner - Banking & Financial Services
Inizio Partners
Client Partner - Banking & Payments
Location - Hybrid in San Jose, CA
The Client Partner role focuses on client engagements, and growth within our client's banking accounts. You will lead client engagements, manage end-to-end sales cycles, and deliver operational excellence. The role requires a deep understanding of the banking domain, proven experience in delivering large projects and the ability to build strong relationships with senior stakeholders.
Responsibilities
- Ownership of Growth, Client engagement, NPS, Profitability across a portfolio of banking clients
- Bring a deep understanding of the current marketplace and competitor offerings to drive the organization's growth strategy and investments
- Partner with clients to develop transformation agenda and value creation
- Manage proposals with full ownership and accountability for the opportunity
- Provide complete ownership and accountability for managing competitive proposals, and working closely with sales enablement teams to ensure high quality of proposals
- Ensure optimal deployment of resources to achieve business goals
- Create and execute strategic account plans to maximize revenue and profitability by driving cross-sell, pace of volume ramps, time to proficiency and client satisfaction
- Develop C-level and cross-functional contacts and touchpoints in the client organization through regular objective-based interaction forums and review governance cadence
- Scout and scope new opportunities within the account by participating in client's review meetings – identify problem statements and map services and products to develop customized solutions
- Mentor teams for seamless delivery and transformation
Qualifications
Experience And Competency Requirements
- 12+ years of overall experience, including at least 6+ years in a client facing role in a solutions or account management capacity in the consulting or offshore/outsourcing industry
- Domain knowledge and experience in banking, credit cards, payment networks
- Demonstrated ability to communicate effectively, vertically, and horizontally both internally and in client organizations, with an ability to create and deliver compelling presentations
- Good understanding of new and emerging Digital/Cloud/SaaS technologies
- Strong problem-solving ability with the aptitude to identify strategic solutions to business problems with enterprise-wide implications as a trusted strategic partner to clients
- Must be capable of multitasking with rapidly changing priorities and manage multiple tasks in a dynamic environment
- Must be detail-oriented and able to develop, execute, lead, and maintain complex projects, programs, and assignments.
- Must have highly developed customer relations and negotiation skills with the ability to effectively consult and influence senior executives. Able to provide verifiable references.
- Must have proven ability to contribute to business development efforts and to lead and manage multiple distributed teams to achieve client goals.
Qualifications
- Bachelor's / Master's degree from an accredited institution
- Strong understanding changing landscape of analytics, data, and digital operations / BPS in the Banking industry
- Proven track record in execution and over-achieving financial and non-financial targets
- Strong writing, presentation, conceptual, analytical, and interpersonal skills
- Willingness to travel to meet client needs
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