Senior Client Partner – US Financial Services

Jonas Software

. Build relationships with senior client stakeholders and identify urgent C&R business problems .

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

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

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 deliver compelling value propositions and achieve sales targets.

Highest-signal resume keywords

Client Relationship ManagementComplex Enterprise Solutions SalesFinancial Services Industry KnowledgeCollaborative EngagementSales Target Management

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

C&R Software Solutions KnowledgeSolution Proposal FormulationBusiness Plan CreationNegotiation SkillsSales Strategy Development

Soft Skills

Self-Starter MindsetCollaborationClient Satisfaction Focus

Industry Keywords

Financial ServicesBankingClient StakeholdersSales TargetsSolution Roadmaps

About the role

Key responsibilities & impact

Build relationships with senior client stakeholders and identify urgent C&R business problems
Articulate C&R Software’s capabilities
Research and shape solution opportunities with sales, product, delivery, and marketing teams
Formulate and position solution proposals
Create comprehensive client business plans
Negotiate complex deals and structure agreements to protect existing business and win new deals
Ensure client satisfaction with purchased solutions and service quality
Collaborate with Product Development, Product Marketing, Pre-Sales, and Delivery to shape solution roadmaps
Manage sales against quarterly and annual targets

Requirements

What you’ll need

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 experience engaging diverse internal colleagues to articulate a compelling client value proposition
Ability to travel 25-50%
Ability to manage sales to quarterly and annual targets
Self-starter and hunter mindset
Scheduled weekly hours: 40

Benefits

Comp & perks

Flexible working practices
Base salary
Market leading commission package
Growth and Management Opportunities in the future
Opportunities to give back to your community
Social events with colleagues
Significant earnings upside when exceeding quarterly and annual sales targets