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Client Partner
Vertical Relevance. Identify and close professional services opportunities across banks, asset and wealth managers, insurers, and payments firms .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in selling professional services within the financial services industry, with a strong focus on AWS cloud services, AI solutions, and client relationship management. Proven ability to lead sales pursuits, develop competitive proposals, and manage the commercial lifecycle effectively.
Highest-signal resume keywords
AWS Cloud Services SalesProfessional Services Quota AchievementFinancial Services Industry ExpertiseGenAI and Agentic AI SolutionsClient Relationship Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales Strategy DevelopmentSOW Creation and ManagementEngagement ScopingPricing ModelsTechnical Proposal DevelopmentAWS Competencies KnowledgeData Privacy and Security ComplianceAI Governance UnderstandingCloud Migration and ModernizationDevOps Practices
Soft Skills
Strong Presentation SkillsExecutive CommunicationRelationship BuildingCollaboration with Cross-Functional TeamsClient Follow-Through
Tools & Technologies
AWS MarketplaceAmazon BedrockSageMakerAnthropic ClaudeCRM Systems
Certifications & Qualifications
Cloud CertificationsAI Certifications
Industry Keywords
Financial ServicesProfessional ServicesSystems IntegrationTechnology ServicesRegulated IndustriesAgentic AI DeliveryAWS Partnership ProgramsVendor Risk ManagementProcurement ProcessesExecutive Roundtables
Tech Stack
Tools & technologiesAWSCloud
About the role
Key responsibilities & impact- Identify and close professional services opportunities across banks, asset and wealth managers, insurers, and payments firms
- Build pipeline across seven AWS competencies and connect related opportunities
- Generate qualified pipeline through personal networks, AWS account teams, and internal relationships
- Lead pursuits from initial meetings through executive briefings, assessments, proofs of value, and SOWs
- Own direct sales, originate opportunities, manage client relationships, engage economic buyers, and close SOWs
- Collaborate with AWS account managers, partner development managers, AWS field teams, Anthropic, and other technology partners
- Use AWS funding and buying programs such as MAP, proof-of-concept funding, and AWS Marketplace
- Identify and position GenAI and agentic AI opportunities and offerings
- Address financial services AI concerns including model risk, data privacy, security, controls, and regulatory expectations
- Build relationships with CIOs, CTOs, CISOs, Chief Data and AI Officers, and business line heads
- Develop competitive proposals, estimates, SOWs, joint go-to-market plans, demos, and solution designs
- Drive account planning, manage multiple deal cycles, maintain CRM pipeline and forecast accuracy, and meet quarterly quotas
- Grow accounts through follow-on SOWs and change requests
- Own the commercial lifecycle after signature, including procurement, vendor risk, resource requests, onboarding, billing, invoicing, and collections
- Represent Vertical Relevance at industry events, executive roundtables, and partner forums
- Maintain executive communication, account intelligence, multi-threaded relationships, and client follow-through
Requirements
What you’ll need- Minimum of 3 years selling professional services (consulting, systems integration, or technology services) into the financial services industry
- Demonstrated experience selling AWS cloud services, including platform foundations, DevOps, security and compliance, resiliency, migration and modernization, data and analytics, or AI engagements
- Track record of leading direct sales with financial services clients as the primary relationship owner
- Experience working with AWS partnership teams, account managers, partner development managers, AWS programs, and funding
- Proven record of meeting or exceeding professional services quotas
- Experience scoping engagements, pricing time-and-materials and fixed-fee work, and closing SOWs
- Bachelor’s degree required
- Familiarity with technology roadmaps, assessments, and proofs of value
- Strong presentation skills and ability to explain technical concepts in business terms
- Knowledge of financial services advisory, agentic AI delivery, and AWS cloud and AI platform engineering
- Working knowledge of AWS in regulated industries and its seven practice competencies
- Understanding of Amazon Bedrock, SageMaker, AgentCore architectures, Anthropic Claude, AI governance, audit lineage, and human-in-the-loop design
- Active or past co-selling responsibility with AWS ProServe or Anthropic is a plus
- Advanced degrees or cloud/AI certifications are a plus
Benefits
Comp & perks- Collaborative environment focused on delivering meaningful results for clients
- Professional growth opportunities
- Equal opportunity employment