Client Partner - Financial Services

As a Client Partner with a specialty in the Financial Services industry, you will be working with our clients in developing and nurturing long-term client relationships. Your primary responsibilities will include serving as a strategic business partner, driving account growth, revenue and margin growth, as well managing the overall delivery process while ensuring client satisfaction for assigned clients.

The Client Partner will be a leader in the Technossus Financial Services practice driving the development and growth of sector strategies for clients across the banking, investments, FinTech, insurance and/or M&A industries. You will have expertise, passion, and thought leadership about compelling events that are driving transformation in the industry and map those to Technossus’ horizontal offerings. You will have the ability to apply industry knowledge on issues within a client setting and have a thoughtful point of view. You will participate directly in practice development activities that include developing go-to-market strategies to maximize business development in the industry.

The Client Partner serves as the primary executive contact for assigned clients and interacts on a day-to-day basis with both Technossus and client personnel. You will be a trusted advisor to the clients while setting the overall account strategy, planning, coordination, and management of all account-related growth and delivery activities. You will also be responsible for developing, maintaining, and managing deep, trust-based relationships with key client stakeholders, while ensuring project success and identifying new business opportunities within the account/s. This includes working with the Technossus delivery teams to manage clients' expectations during project delivery, and building trust in our capabilities at all levels of the clients’ organization thereby increasing loyalty throughout the course of an engagement and beyond. 

The Client Partner role also includes leveraging available channels to obtain information about a clients' ongoing and future strategic business needs, with a view of maximizing the value we can provide them with a win-win mindset. The Client Partner will partner with the Technossus delivery team and understand project risks and outcomes, address project scope-creep, change orders, objections and related issues, inter-team and interpersonal dynamics, and other delivery issues that could foreseeably negatively impact profitability, feasibility, relationships, and other key aspects of the engagement.

Requirements

• Serve as a “trusted advisor” to clients and have a mix of strategic and tactical management experience.
• Be the spokesperson and champion, both internally and externally, for the industry/vertical.
• Attend industry events and participate in speaking engagements, panels, etc. to grow your own and Technossus brand within the Financial Services industry.
• Build relationships with existing clients to ensure that they are adequately engaged in the project and are receiving the highest level of value from service offerings.

• Provide leadership and direction to client teams and business unit personnel, fully leveraging all direct and indirect resources and ensuring optimal levels of productivity, service, communications, & quality for assigned clients.
• Direct team activities on assigned projects to ensure full collaboration and partnership and leveraging Technossus’ full complement of resources to support the business.
• Proactively work with clients to understand their current business driven IT/software initiatives.
• Engage with client contacts across all areas of the client’s business on a regular basis to cultivate successful client relationships horizontally and vertically, delivering a continuous flow of business-building ideas, while securing relationship and performance feedback
• Possess a deep understanding of an assigned client’s business and technical environment and competitive landscape. Actively consult with assigned clients to identify client initiatives and projects where Technossus can provide solutions and training for upselling value-add opportunities.

• Identify account growth opportunities that are aligned with assigned client agendas and develop compelling business case/response to drive revenue opportunities. Maintain direct revenue responsibility of $5-10MM and personal billable utilization of 50%.
• In addition to serving as delivery lead for assigned client projects, work with the delivery team to ensure delivery successes to drive growth and quality of business.
• Achieve year-over-year efficiencies and consistently meet gross margin targets.
• Lead teams in developing and publishing materials used in the sales process, including proposals, contracts, and statements