We are looking for a
Client Account Lead to join our Client Services / Go-to-Market team. In this role, you will own a portfolio of strategic
Financial Services accounts, driving growth, profitability, and executive relationships while helping clients define and realize their AI & Data goals. You will collaborate closely with client executives, Sales, Technical Account Leads, Delivery leaders, and ecosystem partners to deliver high-impact programs and advance phData's delivery excellence across our Financial Services portfolio.
Key ResponsibilitiesClient Delivery
- Own and drive account strategy, delivery, and growth for a portfolio of strategic Financial Services accounts, creating and executing long-term growth plans aligned to client goals and phData's capabilities.
- Serve as the senior account leader for your portfolio, accountable for client satisfaction, revenue growth, delivery quality, profitability, and executive relationship management.
- Translate client business objectives and AI & Data priorities into strategic programs spanning data platforms, pipelines, governance, analytics, and AI, in partnership with data engineering, analytics, and ML teams.
- Help Financial Services clients address critical business priorities such as regulatory reporting, risk management, fraud detection, customer intelligence, operational efficiency, and AI enablement.
- Ensure engagements across your portfolio are delivered on time, within scope, and with strong profitability and measurable business value, while maintaining approximately 40% utilization to stay close to delivery and client outcomes.
- Act as a trusted advisor to senior client stakeholders, helping shape roadmaps, influence strategic decisions, and guide long-term transformation initiatives.
Collaboration & Leadership
- Collaborate with cross-functional partners across Go-to-Market, Delivery, Finance, Product, and Partner teams to align on account health, project success, and future opportunity.
- Provide strategic leadership during executive meetings, workshops, QBRs, and roadmap discussions, positioning phData as a trusted advisor to both business and technology stakeholders within Financial Services organizations.
- Ensure high quality in deliverables by staying engaged with delivery teams, reviewing performance metrics, and driving governance, risk management, and issue resolution across accounts.
- Partner with ecosystem providers such as Snowflake, AWS, Databricks, and others to design and execute joint account strategies that bring added value to clients and accelerate portfolio growth.
- Mentor and coach team members, fostering a culture of learning, feedback, and continuous improvement.
Practice & Firm Contribution
- Contribute to internal initiatives such as Financial Services industry playbooks, account planning frameworks, sales enablement materials, and repeatable patterns for driving AI & Data outcomes in the sector.
- Represent phData with professionalism at industry events, conferences, and panels, helping elevate our presence and reputation within Financial Services.
- Share best practices, deal learnings, and client insights to improve phData's client engagement model, forecasting, and overall delivery excellence.
- Help define and refine practice standards, reusable assets, and delivery frameworks that support account success across the Financial Services portfolio.
About YouYou are a client-focused, strategic account leader and trusted advisor who enjoys working in a fast-paced, outcomes-driven environment. You are a value-driven communicator, relationship builder, and strategic thinker who is comfortable operating in distributed, global teams and partnering with colleagues across time zones to drive complex, high-impact work. You bring a strong understanding of Financial Services clients, their operating environments, and the ways AI & Data can create measurable business value in highly regulated organizations.
Required QualificationsExperience
- 10+ years of experience in consulting, professional services, or similar client-facing environments, including ownership of strategic account portfolios and revenue targets in the $5M-$15M+ range.
- Significant experience leading and growing relationships within Financial Services accounts, with accountability for client outcomes, portfolio expansion, and executive engagement.
- Proven experience managing complex enterprise programs and account portfolios in a matrixed, cross-functional environment.
Technical / Functional Skills
- Deep domain expertise in Financial Services, including one or more of the following segments: banking, capital markets, payments, insurance, wealth and asset management, or fintech.
- Ability to identify Financial Services business pain points and connect them to phData's AI & Data services and solutions.
- Hands-on experience collaborating with data engineering, analytics, and ML teams to design, sell, and oversee implementation of modern data solutions including data platforms, pipelines, governance, analytics, and AI.
- Strong understanding of the data, governance, compliance, risk, and security considerations common in Financial Services environments.
- Proven ability to own revenue and profitability across a portfolio of strategic accounts, delivering growth through both net-new and expansion work.
Consulting / Delivery Skills
- Experience delivering projects for external or internal clients in a professional services or consulting environment.
- Ability to break down complex problems into structured, actionable steps and drive them through to completion.
- Strong written and verbal communication skills in English, including experience leading executive-level conversations and influencing cross-functional stakeholders.
Collaboration & Ownership
- Demonstrated ability to work effectively within matrixed, distributed, and cross-functional teams across Sales, Delivery, Product, and Partners.
- Proven track record of building and sustaining CxO and senior executive relationships, influencing strategic roadmaps across both business and technology stakeholders.
- Willingness and ability to travel up to 50%, depending on client needs and business priorities, while taking full ownership of account outcomes.
Preferred QualificationsPreferred qualifications help candidates stand out but are not required for success in this role.
- Experience working with enterprise Financial Services clients on data, analytics, digital transformation, or AI initiatives.
- Familiarity with common Financial Services use cases such as risk and compliance, fraud detection, customer 360, underwriting, claims analytics, AML/KYC, forecasting, or personalized client experiences.
- Hands-on experience with cloud data platforms and ecosystems such as Snowflake, AWS, Databricks, and Anthropic, along with familiarity with modern data architectures and AI use cases.
- Prior experience working in global or remote teams and partnering across US and other regions.
- Contributions to communities, speaking, writing, or internal accelerators such as industry events, thought leadership, or sales and solutions playbooks are a plus.
Location & Time Zone Expectations- This role can be based anywhere in the United States.
- Strong preference for candidates located in or near Chicago, Boston, New York, New Jersey, Philadelphia, or Charlotte.
- We are a remote-first company, and you should be comfortable working with a distributed global team.
- Some flexibility may be required to collaborate across time zones with colleagues and clients.
- Client needs may occasionally require flexibility in working hours and travel of up to approximately 50% to support key milestones, workshops, and in-person executive meetings.
Why phData?- Impactful Work: Partner with leading organizations on meaningful data & AI initiatives.
- Collaborative Culture: Work with a supportive, high-performing global team that values transparency, autonomy, and continuous improvement.
- Growth Opportunities: Access to challenging projects, mentorship, and structured development pathways.
Values-Driven: We prioritize doing the right thing for our clients, our teams, and our community.
Benefits at phData - Remote-First Work Environment
- 401k plan with company match
- Dental and Vision insurance
- Home Office Equipment Stipend
- Annual stipend for Learning and Development
- Competitive comp, excellent benefits, flexible PTO plan plus 10 Holidays (and other cool perks)
