Client Director - Financial Services
$211k - $250kUnited States Digital Space LLC
the company is the global leader in Process Intelligence and the pioneer of Process Mining technology. As one of the world’s fastest-growing enterprise SaaS companies, we are changemakers pushing the boundaries of what’s possible. We invest heavily in advanced AI capabilities—specifically our Process Intelligence Graph—to turn data insights into immediate business action. We believe there is a massive opportunity to unlock global productivity and sustainability by placing intelligence at the core of every business process. Join our mission to make processes work for people, companies, and the planet. The Team The Client Director is a senior member of our sales organization, responsible for the long-arc commercial trajectory of the company’s most strategically important accounts. You sit at the intersection of enterprise sales leadership and platform strategy—owning a focused portfolio of one to few large accounts generating significant ARR, and working in close partnership with Value Engineers, Client Value Partners (CVP), and Professional Services to grow, protect, and compound that revenue over multi-year horizons. The Role As the Client Director of our Financial Services accounts, your primary objective is to develop, maintain, and expand resilient sponsorship and sticky business critical use cases across the client’s business. You are accountable for moving accounts from solving individual pain points to an Enterprise AI platform of record—embedding the the company platform as a strategic pillar within the client’s operations. You are the client’s most senior commercial partner, engaging at the C-suite level on business strategy, platform investment, and multi-year transformation. Where a CVP is deployed, you own the commercial relationship and expansion strategy; they own value realization and adoption. The work you’ll do Own the commercial relationship: Serve as the primary executive point of contact across the C-suite—CEO, CFO, CSCO, COO, CIO—building relationships that transcend any individual deal cycle and anchor the company to the customer’s long-term strategic agenda. Drive ARR and NRR growth: Develop and execute a structured expansion roadmap—identifying new business units, geographies, use cases, and platform capabilities that compound ARR over time. Lead commercial negotiations for expansions, renewals, and multi-year enterprise agreements in partnership with Deal Desk and Legal. Translate adoption into commercial momentum: Partner with the CVP and Value Engineering teams to convert adoption milestones and realized value into renewal confidence and expansion urgency. Own executive business reviews that are forward-looking and commercially anchored. Embed the company as a strategic platform: Position the company within the customer's AI strategy—connecting Process Intelligence to their LLM, automation, and agentic AI investments so the platform becomes a foundational data and orchestration layer, not a point solution. Protect through transformation: Proactively identify and mitigate commercial risk: sponsor departures, competitive displacement, implementation fatigue, and budget consolidation. Ensure multi-threaded executive relationships and a documented value story that survives the leadership transitions common in large enterprise accounts. Scale the practice: Codify account strategies, expansion motions, and transformation navigation approaches into reusable assets for the broader Strategic Accounts practice. Maintain disciplined account plan, pipeline strategy and coverage to any growth targets, and forecast accuracy across a small, complex account set. The qualifications you need 12+ years in enterprise SaaS sales or strategic account management, with at least 5 years managing accounts with $5M+ ARR. Deep industry expertise in Financial Services— with the credibility to engage customers on industry-specific challenges, benchmarks, and transformation priorities, not just platform capabilities. Preferred direct experience with large financial institutions leading transformation initiatives or acting as a strategic consultant or Client Director. Demonstrated track record of growing ARR within named accounts over multi-year horizons—expanding platform footprint, not just renewing contracts. Executive presence and credibility at the C-suite level—able to lead strategic conversations with CFOs, COOs, and CIOs and influence large, complex buying decisions. Experience navigating enterprise transformations—ERP consolidations, cloud migrations, M&A, organizational restructuring—without losing commercial momentum. Fluent in business case construction: ROI modeling, TCO analysis, and value benchmarking at a level that withstands CFO scrutiny. Comfortable with long deal cycles and ambiguity; skilled at managing internal and external stakeholders across 12–24+ month expansion arcs. Background in ERP, Supply Chain, Finance transformation, or AI-native enterprise platforms strongly preferred; familiarity with agentic AI, automation, or intelligent process orchestration a plus. Proven ability to work in a team-selling model alongside value engineering, professional services, partners, and extended GTM teams like Growth, Industry, and Transformation experts. Visa sponsorship is not offered for this role. The base salary range below is for the role in the specified location, based on a Full Time Schedule. Total compensation package will include base salary + bonus/commission + equity + benefits (health, dental, life, 401k, and paid time off). Please note that the base salary range is a guideline, and that the actual total compensation offer will be determined based on various factors, including, but not limited to, applicant's qualifications, skills, experiences, and location.The base salary range below is for the role in New York, based on a Full Time Schedule. $211,000—$250,000 USD What the company can offer you: Pioneer Innovation: Work with the global leader in Process Mining and the Process Intelligence Graph to shape the future of AI-driven business operations. Ownership from Day 1: Every full-time "Celonaut" is an owner, receiving Restricted Stock Units (RSUs) and merit-based refresh grants. Unrivaled Family Support: Benefit from our inclusive parental leave policy—24 weeks of fully paid leave for primary carers and 12 weeks for supporting carers, available from your first day of employment. Work-Life Integration: Enjoy Unlimited PTO (in applicable regions) and generous PTO globally, as well as a flexible hybrid work model that balances remote focus with vibrant office collaboration. Continuous Growth: Elevate your skills through our 70-20-10 learning framework, mentorship programs, and access to a dedicated learning platform. Holistic Well-being: Prioritize your health with subsidized Wellhub memberships, mental health counseling, and dedicated "Wellness Weeks" that prioritize work/life balance. Drive Sustainability: Participate in annual Impact Days, where you receive paid time off to volunteer for community and environmental causes with your local office, or virtually. Global Inclusion & Belonging: Find community through our Inclusion Think Tank and participate in our annual Inclusion Days, ensuring every voice is heard and valued. Value-Driven Impact: Join a mission-led organization where our core values—Live for Customer Value, The Best Team Wins, We Own It, and Earth Is Our Future—drive every decision. About Us: the company makes processes work — for people, companies, and the planet. Powered by process mining and AI, the the company Process Intelligence Platform integrates process data and business context to create a living digital twin of business operations. We enable thousands of companies worldwide to understand how their business actually runs and, together with their partners, build intelligent solutions that transform and continuously improve the way they operate — unlocking billions in value. the company is headquartered in Munich, Germany, and New York City, USA, with more than 20 offices worldwide. Get familiar with the the company Process Intelligence Platform by watching this video. the company Inclusion Statement: At the company, we believe our people make us who we are and that “The Best Team Wins”. We know that the best teams are made up of people who bring different perspectives to the table. And when everyone feels included, able to speak up and knows their voice is heard - that's when creativity and innovation happen. Your Privacy: Any information you submit to the company as part of your application will be processed in accordance with the company’ Accessibility and Candidate Notices By submitting this application, you confirm that you agree to the storing and processing of your personal data by the company as described in our Privacy Notice for the Application and Hiring Process. #J-18808-Ljbffr United States Digital Space LLC
$211k - $250k
...companies, and the planet.The TeamThe Client Director is a senior member of our sales organization... ...Value Partners (CVP), and Professional Services to grow, protect, and compound that... ....The RoleAs the Client Director of our Financial Services accounts, your primary objective...SuggestedFull timeWork at officeLocal areaImmediate startRemote workWorldwideFlexible hours- About the Role The Client Director is responsible for driving revenue growth and building strategic client relationships within the Financial Services sector by representing the full portfolio of Dow Jones media, marketing, and advertising solutions. This role requires...SuggestedWork at officeLocal areaFlexible hours
$174.18k - $287.4k
...Consulting, Support and Professional Services, in supporting our most esteemed clients. What you get to do in this role:... ...customer experience Achieve financial targets set out for the assigned... ...years of experience as a Client Director or equivalent role with validated...SuggestedImmediate startWorldwideFlexible hours$174.18k - $287.4k
ServiceNow is seeking a Client Director in New York to drive strategic leadership and manage executive relationships for its largest accounts... ...will integrate AI into client operations, achieving financial targets while overseeing worldwide development. With over 7 years...SuggestedWorldwide$137.9k - $256.1k
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...00 - $188,900Job Function: Business Tax Services (BTS)Employer: EY Global ServicesApply by... ....EY is a leader in serving the global financial services marketplace and the only professional... ..., working side by side with a range of clients from our most venerable institutions to...Private practiceSummer holidayLocal areaFlexible hours$80.1k - $157k
Yext is the leading global enterprise agentic marketing platform. For over 15 years, the world's most recognized brands in financial services, healthcare, retail, hospitality, and food have relied on us to keep their brand visible, accurate, and ahead of the competition...Temporary workWork experience placementLocal areaShift work- ...has experienced significant growth and is seeking a Tax Director for our Financial Services State & Local Tax team. In this role you will be involved... ...as well as servicing existing long standing clients in a compliance/consulting role. You will also be involved...Full timeLocal area
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...our top enterprise accounts and working with Fortune 500 caliber clients across the world. This includes end-to-end customer life cycle... ...plan.Drive and track customer adoption of Smarsh products and services.Proactively identify strategic growth opportunities while providing...Full timeLocal area$200k - $265k
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A leading insurance provider is seeking a Client Service Manager to provide high-quality support to clients in a remote role covering the Whippany, NJ zone. This full-time position offers a competitive salary range of $40,000-$78,000 per year, depending on experience....Remote jobFull time$131.26k - $159.78k
Position InformationNY HELP: NoAgency: Financial Services, Department ofTitle: Director Financial Services Programs 1, SG-31Occupational Category: Financial, Accounting, AuditingSalary Grade: 31Bargaining Unit: PS&T - Professional, Scientific, and Technical (PEF)Salary...Permanent employmentFull timeTraineeshipWork at officeLocal areaRemote work- Founded in 2018, Luma Financial Technologies (“Luma”) has pioneered a cutting-edge fintech software platform that has been adopted by broker... ...-product option that advisors can utilize to best meet their clients’ specific portfolio needs. Headquartered in Cincinnati, OH,...Home office
$190k - $225k
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Director, Accounting and Financial Advisory ServicesSkip to main contentWe use cookies to enable necessary... ..., Accounting and Financial Advisory Services page is loaded## Director, Accounting... ..., tax and assurance firm, providing clients with a genuine coast-to-coast and global...Work at officeLocal areaRemote workWorldwideFlexible hoursNight shiftAfternoon shift- ...a Customer Success Manager to build strong relationships with clients and ensure effective onboarding. The role involves leading customer... .... Ideal candidates will have excellent skills in customer service and communication, as well as a background in the insurance industry...Remote job
- ...agencies and brokerages through onboarding, adoption, and renewal of Cara's platform. You will own the customer journey, work with clients to maximize value, and collaborate with founders and product teams to shape post-sale strategy. You'll build strong relationships with...
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- ...City to drive business development and forge partnerships in financial services. The role requires strong strategic thinking, exceptional communication... ...collaborate with top-tier professionals while cultivating client relationships and ensuring revenue targets are met in a...
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...professionals. We take a hands‑on approach to solving our clients' problems and assisting them in reaching their potential.... ...Diversity—are why our people love working at A&M. Description Director, Financial Services Tax (Asset Management) The Team A&M’s Tax Financial...Part timeFlexible hours- Fanatics Inc. in New York is seeking a Director of Financial Services Partnerships & Business Development. This senior role involves leading high-impact partnerships across financial services and loyalty, focusing on creating value through strategic collaborations. The...
- Moody's is seeking an Assistant Director of Customer Success Management (Insurance) to drive client value and expand strategic relationships within the Insurance segment. You will leverage deep product knowledge to design tailored solutions and act as a trusted advisor...
- ...positions, sourcing of income, 987 calculations, FIRPTA, branch returns Collaborate with the Financial Services Tax group on cross-border matters for Asset Management Clients Develop tax planning opportunities arising from inbound and outbound cross-border...Fixed term contractLocal area
- ...strategic communications agency is seeking an Account Director to join its growing Financial Services and Corporate Communications practice. This... ...markets. The agency works with a diverse portfolio of clients spanning financial services, professional services, fintech...
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