[Remote] Client Account Lead - Financial Services

Note: The job is a remote job and is open to candidates in USA. phData is a dynamic and innovative leader in the modern data stack, partnering with major cloud data platforms to deliver cutting-edge services and solutions. The Client Account Lead will own a portfolio of strategic Financial Services accounts, driving growth and profitability while helping clients define and realize their AI & Data goals.ResponsibilitiesOwn 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 capabilitiesServe as the senior account leader for your portfolio, accountable for client satisfaction, revenue growth, delivery quality, profitability, and executive relationship managementTranslate 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 teamsHelp Financial Services clients address critical business priorities such as regulatory reporting, risk management, fraud detection, customer intelligence, operational efficiency, and AI enablementEnsure 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 outcomesAct as a trusted advisor to senior client stakeholders, helping shape roadmaps, influence strategic decisions, and guide long-term transformation initiativesCollaborate with cross-functional partners across Go-to-Market, Delivery, Finance, Product, and Partner teams to align on account health, project success, and future opportunityProvide 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 organizationsEnsure high quality in deliverables by staying engaged with delivery teams, reviewing performance metrics, and driving governance, risk management, and issue resolution across accountsPartner 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 growthMentor and coach team members, fostering a culture of learning, feedback, and continuous improvementContribute 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 sectorRepresent phData with professionalism at industry events, conferences, and panels, helping elevate our presence and reputation within Financial ServicesShare best practices, deal learnings, and client insights to improve phData’s client engagement model, forecasting, and overall delivery excellenceHelp define and refine practice standards, reusable assets, and delivery frameworks that support account success across the Financial Services portfolioSkills10+ 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+ rangeSignificant experience leading and growing relationships within Financial Services accounts, with accountability for client outcomes, portfolio expansion, and executive engagementProven experience managing complex enterprise programs and account portfolios in a matrixed, cross-functional environmentDeep domain expertise in Financial Services, including one or more of the following segments: banking, capital markets, payments, insurance, wealth and asset management, or fintechAbility to identify Financial Services business pain points and connect them to phData's AI & Data services and solutionsHands-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 AIStrong understanding of the data, governance, compliance, risk, and security considerations common in Financial Services environmentsProven ability to own revenue and profitability across a portfolio of strategic accounts, delivering growth through both net-new and expansion workExperience delivering projects for external or internal clients in a professional services or consulting environmentAbility to break down complex problems into structured, actionable steps and drive them through to completionStrong written and verbal communication skills in English, including experience leading executive-level conversations and influencing cross-functional stakeholdersDemonstrated ability to work effectively within matrixed, distributed, and cross-functional teams across Sales, Delivery, Product, and PartnersProven track record of building and sustaining CxO and senior executive relationships, influencing strategic roadmaps across both business and technology stakeholdersWillingness and ability to travel up to 50%, depending on client needs and business priorities, while taking full ownership of account outcomesExperience working with enterprise Financial Services clients on data, analytics, digital transformation, or AI initiativesFamiliarity with common Financial Services use cases such as risk and compliance, fraud detection, customer 360, underwriting, claims analytics, AML/KYC, forecasting, or personalized client experiencesHands-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 casesPrior experience working in global or remote teams and partnering across US and other regionsContributions to communities, speaking, writing, or internal accelerators such as industry events, thought leadership, or sales and solutions playbooks are a plusBenefitsRemote-First Work Environment401k plan with company matchDental and Vision insuranceHome Office Equipment StipendAnnual stipend for Learning and DevelopmentCompetitive comp, excellent benefits, flexible PTO plan plus 10 Holidays (and other cool perks)Company OverviewphData Premier provider of Big Data managed services and architecture, engineering, and data science consulting. It was founded in 2014, and is headquartered in Minneapolis, Minnesota, USA, with a workforce of 501-1000 employees. Its website is https://www.phdata.io/.