Senior Client Partner – Financial Services

Jonas Software

. Build relationships with senior client stakeholders to understand urgent C&R business problems and articulate C&R Software’s capabilities .

Posted 9/24/2026full-timeRemote • United States, CanadaSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in building relationships with senior clients and structuring complex enterprise solutions, particularly within the financial services sector. Proven ability to collaborate with cross-functional teams to align product offerings with market needs and achieve sales targets.

Highest-signal resume keywords

Client Relationship ManagementComplex Deal StructuringEnterprise Solution SalesCross-Functional CollaborationMarket Needs Analysis

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

C&R Software Solutions KnowledgeSales Target ManagementBusiness Plan CreationNegotiation SkillsSolution Opportunity Research

Soft Skills

Self-StarterCollaborative StyleClient Delight Focus

Industry Keywords

Financial ServicesBankingEnterprise SolutionsClient StakeholdersService Quality

About the role

Key responsibilities & impact

Build relationships with senior client stakeholders to understand urgent C&R business problems and articulate C&R Software’s capabilities
Research and shape solution opportunities with internal sales, product, delivery, and marketing experts
Create comprehensive client business plans
Negotiate complex deals and structure agreements to protect existing business and win new deals
Ensure clients are delighted with purchased solutions and C&R Software’s service quality
Collaborate with Product Development, Product Marketing, Pre-Sales, and Delivery to shape solution roadmaps based on regional market needs
Manage sales against quarterly and annual targets

Requirements

What you’ll need

Proven self-starter and hunter; owning this as your business is critical
Proven experience building relationships with senior clients
Understanding of clients’ industries and shared business challenges
Knowledge of C&R Software’s solutions
Demonstrated success structuring and selling complex, enterprise solutions to large financial services/banking clients
Collaborative style and experience engaging a diverse group of internal colleagues
Ability to travel 25-50%
40 scheduled weekly hours

Benefits

Comp & perks

Flexible working practices
A base salary and market leading commission package
A culture and work environment strongly reflecting our core values
The opportunity to make a difference by leveraging your unique strengths
Growth and Management Opportunities in the future
Opportunities to give back to your community
Social events with colleagues
Significant earnings upside when you exceed your targets