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Senior Client Partner - Banking & Financial Services

Inizio Partners Corp · iniziopartners.com
San JoseHybridSenior12+ yrs
Apply on Inizio Partners Corp’s site
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Straight from the company’s own careers site.

The job in short

Banking and financial services client sales.

SaaSBanking

Details

Found
33 d ago · posted 2026-10-04
Location
San Jose, California

Full description

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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