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Inizio Partners
Senior Client Partner - Banking & Financial ServicesInizio Partners • San Jose, CA, United States
Senior Client Partner - Banking & Financial Services

Senior Client Partner - Banking & Financial Services

Inizio Partners • San Jose, CA, United States
23 days ago
Job type
  • Full-time
Job 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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Senior Client Partner - Banking & Financial Services • San Jose, CA, United States

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