Client Account Lead - Financial Services

Join phData, a dynamic and innovative leader in the modern data stack. We partner with major cloud data platforms like Snowflake, AWS, Azure, GCP, Fivetran, Pinecone, Glean, and dbt to deliver cutting-edge services and solutions. We're committed to helping global enterprises overcome their toughest data challenges. 

phData is a remote-first global company with employees based in the United States, Latin America, and India. We celebrate the culture of each of our team members and foster a community of technological curiosity, ownership, and trust. Even though we're growing extremely fast, we maintain a casual, exciting work environment. We hire top performers and allow you the autonomy to deliver results.

• 6x Snowflake Partner of the Year (2020, 2021, 2022, 2023, 2024, 2025)
• Fivetran, dbt, Atlation, and AWS Partner of the Year
• #1 Partner in Snowflake Advanced Certifications
• 600+ Expert Cloud Certifications (Sigma, AWS, Azure, Dataiku, etc)

Recognized as an award-winning workplace in the US, India, and LATAM

We are looking for a Client Account Lead to join our Client Services / Go-to-Market team. In this role, you will own a portfolio of strategic Financial Services accounts, driving growth, profitability, and executive relationships while helping clients define and realize their AI & Data goals. You will collaborate closely with client executives, Sales, Technical Account Leads, Delivery leaders, and ecosystem partners to deliver high-impact programs and advance phData’s delivery excellence across our Financial Services portfolio.

Key Responsibilities

Client Delivery

• Own and drive account strategy, delivery, and growth for a portfolio of strategic Financial Services accounts, creating and executing long-term growth plans aligned to client goals and phData’s capabilities.
• Serve as the senior account leader for your portfolio, accountable for client satisfaction, revenue growth, delivery quality, profitability, and executive relationship management.
• Translate client business objectives and AI & Data priorities into strategic programs spanning data platforms, pipelines, governance, analytics, and AI, in partnership with data engineering, analytics, and ML teams.
• Help Financial Services clients address critical business priorities such as regulatory reporting, risk management, fraud detection, customer intelligence, operational efficiency, and AI enablement.
• Ensure engagements across your portfolio are delivered on time, within scope, and with strong profitability and measurable business value, while maintaining approximately 40% utilization to stay close to delivery and client outcomes.
• Act as a trusted advisor to senior client stakeholders, helping shape roadmaps, influence strategic decisions, and guide long-term transformation initiatives.

Collaboration & Leadership

• Collaborate with cross-functional partners across Go-to-Market, Delivery, Finance, Product, and Partner teams to align on account health, project success, and future opportunity.
• Provide strategic leadership during executive meetings, workshops, QBRs, and roadmap discussions, positioning phData as a trusted advisor to both business and technology stakeholders within Financial Services organizations.
• Ensure high quality in deliverables by staying engaged with delivery teams, reviewing performance metrics, and driving governance, risk management, and issue resolution across accounts.
• Partner with ecosystem providers such as Snowflake, AWS, Databricks, and others to design and execute joint account strategies that bring ad