SunnyData

Client Principal (Financial Services)

United States · Principal

Sponsorship not specifiedDetected 156 days ago

DatabricksAWSAzureMachine LearningData EngineeringProject ManagementExcelLeadershipCollaboration

About the role

The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country.
The actual salary for this position will be determined by a number of factors, including the scope, complexity, and location of the role; the skills, education, training, credentials, and experience of the candidate; and other conditions of employment.

Responsibilities

Own the Account Lifecycle: Manage a portfolio of Financial Services accounts with a focus on "farming" and expansion. You are responsible for meeting annualized bookings targets, maximizing Net Revenue Retention (NRR), and driving account profitability.
Commercial Leadership: Own the commercial strategy and negotiations. You will lead the creation of SOWs, renewals, and MSA amendments in collaboration with legal and delivery teams.
Identify Expansion: Proactively identify whitespace opportunities across data engineering, advanced analytics, ML/AI, and cloud transformation to drive continued growth.
Partner Coordination: Coordinate with cloud (AWS/Azure) and ISV partners (specifically Databricks) to unlock funding, support client outcomes, and drive mutual growth.
Delivery Governance: While this is not a tactical Project Manager role, you act as the Engagement Lead accountable for the day-to-day execution of the engagement. You will govern scope, budget, timelines, and dependencies to ensure value creation.
Value Realization: Monitor and document value creation, translating technical wins into clear "customer stories" and business outcomes for stakeholders.
Trusted Advisor: Build and sustain relationships with C-level executives and senior business stakeholders, acting as their primary advocate within SunnyData.
Willing and able to travel up to 50%, depending on client and partner engagement needs.
As a Client Principal you will act as the strategic "Farmer" and Engagement Lead for our most critical accounts in the Financial Services vertical.
An opportunity to grow your technical and people skills, lead teams on complex customer projects that are highly innovative and cutting-edge.

Requirements

Databricks Fluency: Required experience with Databricks (or similar modern data platforms).
You must have the credibility to engage confidently with client technical leaders and translate complex technology into business value.
Results Driven: Proven track record of growing enterprise accounts with direct accountability for multi-million-dollar revenue targets.
You must be willing to "eat escalations," proactively identifying risks and resolving issues before they impact the client relationship.
Deep experience serving the Financial Services vertical (banking, insurance, asset management, payments), with the ability to discuss sector-specific constraints like security, compliance, and risk.
Required experience with Databricks (or similar modern data platforms).
Financial Services Expertise: Deep experience serving the Financial Services vertical (banking, insurance, asset management, payments), with the ability to discuss sector-specific constraints like security, compliance, and risk.
Engagement Lead Pedigree: proven "PMO experience" or background as an Engagement Manager is strongly preferred. You must have the rigor to manage governance, scope, and margins effectively.
Databricks Fluency: Required experience with Databricks (or similar modern data platforms). You must have the credibility to engage confidently with client technical leaders and translate complex technology into business value.
Consultative Selling: Strong executive presence with the ability to influence roadmaps and drive decisions at the senior level.
Entrepreneurial: Comfortable building a function in a high-growth environment
you thrive in ambiguity and are willing to help define processes.
Strategic & Hands-On: You can shape a long-term vision but are equally willing to dive into the details to solve immediate client challenges.
Collaborative Orchestrator: You excel at aligning cross-functional teams (Delivery, Sales, Solutions) around clear outcomes.

Nice to have

proven "PMO experience" or background as an Engagement Manager is strongly preferred.
You must have the rigor to manage governance, scope, and margins effectively.
Bachelor's degree is preferred
MBA or equivalent preferred.

Skills

Strategic Engagement Leadership ("The Engagement Lead")

Compensation

The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country.
Strategic Planning: Lead annual and quarterly account planning, aligning SunnyData's technical solutions to the client's long-term business strategy.

Benefits

Health Insurance: Employees and their eligible family members, including spouses, domestic partners, and children, are eligible for coverage from the first day of employment.
Paid Time Off: Start your career at SunnyData with a minimum of 15 days Paid Time Off annually, plus nine paid company Holidays.
the skills, education, training, credentials, and experience of the candidate
As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.
All qualified applicants will receive consideration for employment without regard to race, religion, gender identity, disability, veteran status, or any other protected characteristic.

Company info

At SunnyData, a leading Databricks technology partner, our mission is to empower customers with scalable architectures, robust data engineering pipelines, seamless data consumption layers, and advanced ML and AI applications.
You will own a portfolio of existing customers, with success measured by Net Revenue Retention (NRR), Gross Profit, and NPS.
Opportunities for professional development and career advancement.

Equal opportunity

Innovative Environment. Work with cutting-edge technologies and industry leaders in data engineering and AI.
Customer Impact. Make a real difference in how businesses leverage data for strategic decision-making.
Career Growth. Opportunities for professional development and career advancement.
Collaborative Culture. Join a supportive team that values collaboration and knowledge sharing.

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This listing is sourced directly from SunnyData's careers page and normalized into a canonical job model.