Senior Client Partner - Banking & Financial Services
Inizio Partners Corp · iniziopartners.com
San JoseHybridSenior12+ yrs
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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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