Client Partner - Financial Services Job in New York | Yulys
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Job Title: Client Partner - Financial Services

Company Name: Stradit LLC
Salary: USD 120,000.00
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USD 200,000.00 Yearly
Job Industry: Information Technology and Services
Job Type: Full time
WorkPlace Type: hybrid
Location: New York, New York, United States
Required Candidates: 1 Candidates
Job Description:


Requirements

Key Responsibilities

  • Own relationships and account-growth plans for assigned financial services clients.
  • Develop relationships with senior business, technology, and procurement stakeholders, expanding engagement across relevant business units.
  • Identify and pursue opportunities to expand existing accounts through additional services, projects, and client relationships.
  • Acquire new clients within an agreed target market and account list.
  • Lead sales opportunities from initial discovery and qualification through proposal development, commercial negotiations, and closure.
  • Collaborate with presales and delivery teams to define solutions, scope engagements, and develop proposals and statements of work.
  • Maintain a qualified pipeline, clear opportunity plans, and accurate revenue forecasts.
  • Work with delivery leaders to monitor client satisfaction, address issues, and identify opportunities for continued business.
  • Maintain clear ownership of commercial relationships while coordinating with the teams responsible for delivery.
  • Achieve agreed commercial targets, with clear expectations for existing-account growth and new-business acquisition.


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