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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in strategic account management within the Financial Services sector, focusing on client engagement, revenue growth, and cross-functional collaboration. Proven ability to translate technical solutions into business value while managing complex client relationships and driving successful outcomes.
Highest-signal resume keywords
Strategic Account OwnershipFinancial Services ExpertiseClient Engagement and Consultative SellingProject Management Office (PMO) ExperienceDatabricks or Modern Data Platforms
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Account PlanningRevenue GrowthSOW CreationBudget ManagementRisk ManagementData EngineeringAdvanced AnalyticsMachine LearningCloud TransformationCompliance Knowledge
Soft Skills
Executive PresenceConsultative SellingTeam MotivationRelationship BuildingConflict Resolution
Tools & Technologies
AWSAzureDatabricks
Certifications & Qualifications
Bachelor's DegreeMBA or Equivalent
Industry Keywords
BankingInsuranceAsset ManagementPaymentsFinancial Services
Tech Stack
Tools & technologiesAWSAzureCloud
About the role
Key responsibilities & impact- Own and expand a portfolio of Financial Services accounts
- Meet annualized bookings targets and maximize Net Revenue Retention and account profitability
- Lead commercial strategy and negotiations
- Create SOWs, renewals, and MSA amendments with legal and delivery teams
- Identify expansion opportunities across data engineering, advanced analytics, ML/AI, and cloud transformation
- Coordinate with AWS, Azure, and Databricks partners
- Serve as the ultimate point of accountability for client concerns and resolve escalations
- Govern engagement scope, budget, timelines, and dependencies
- Monitor and document value creation and translate technical wins into customer stories and business outcomes
- Track delivery team morale and eNPS, provide feedback, and motivate the team
- Build relationships with C-level executives and senior business stakeholders
- Lead annual and quarterly account planning
- Organize and facilitate Quarterly Business Reviews
- Act as strategic Farmer and Engagement Lead for critical Financial Services accounts
Requirements
What you’ll need- 7+ years of experience in strategic account ownership, Client Principal, or Engagement Lead roles within consulting or technology services
- Deep experience serving the Financial Services vertical, including banking, insurance, asset management, or payments
- Ability to discuss security, compliance, and risk constraints specific to Financial Services
- Proven PMO experience or background as an Engagement Manager is strongly preferred
- Experience with Databricks or similar modern data platforms
- Ability to engage confidently with client technical leaders and translate complex technology into business value
- Strong executive presence and consultative selling skills
- Proven track record of growing enterprise accounts with direct accountability for multi-million-dollar revenue targets
- Ability to build a function in a high-growth environment and work in ambiguity
- Willingness to be strategic and hands-on
- Ability to align cross-functional Delivery, Sales, and Solutions teams around clear outcomes
- Bachelor's degree is preferred; MBA or equivalent preferred
- Willing and able to travel up to 50%
- Legally authorized to work in the United States
Benefits
Comp & perks- Health insurance coverage for employees and eligible family members from the first day of employment
- Minimum 15 days of paid time off annually
- Nine paid company holidays
- Performance-based cash incentive awards
- Professional development and career advancement opportunities
- Opportunity to grow technical and people skills
- Innovative environment using cutting-edge data engineering and AI technologies
- Collaborative culture and knowledge sharing