phData
Client Account Lead - Financial Services
US - Remote · Senior
Sponsorship not specifiedDetected 146 days ago
SnowflakeDatabricksAWSGCPAzureMachine LearningdbtData EngineeringSalesForecastingLeadershipCommunicationCollaboration
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Cap-exempt (no lottery)0
Sponsors this role80
Entry-level history0
PERM / green-card track0
Lottery odds40
Fits your clock70
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About the role
- Join phData, a remote-first data and AI consultancy company with employees across the United States, Latin America, and India.
- We're growing fast, and we give our people real ownership over their work.
- About You You are a client-focused, strategic account leader and trusted advisor who enjoys working in a fast-paced, outcomes-driven environment.
Responsibilities
- 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.
- Partner with ecosystem providers such as Snowflake, AWS, Databricks, and others to design and execute joint account strategies that bring added value to clients and accelerate portfolio growth.
- Help define and refine practice standards, reusable assets, and delivery frameworks that support account success across the Financial Services portfolio.
Requirements
- 10+ years of experience in consulting, professional services, or similar client-facing environments, including ownership of strategic account portfolios and revenue targets in the $5M-$15M+ range.
- Proven experience managing complex enterprise programs and account portfolios in a matrixed, cross-functional environment.
- Deep domain expertise in Financial Services, including one or more of the following segments: banking, capital markets, payments, insurance, wealth and asset management, or fintech.
- Ability to identify Financial Services business pain points and connect them to phData's AI & Data services and solutions.
- Strong understanding of the data, governance, compliance, risk, and security considerations common in Financial Services environments.
- Experience delivering projects for external or internal clients in a professional services or consulting environment.
- Willingness and ability to travel up to 50%, depending on client needs and business priorities, while taking full ownership of account outcomes.
- Deep domain expertise in
- You are a client-focused, strategic account leader and trusted advisor who enjoys working in a fast-paced, outcomes-driven environment.
Nice to have
- Experience working with enterprise Financial Services clients on data, analytics, digital transformation, or AI initiatives.
- Familiarity with common Financ
- 600+ Expert Cloud Certifications (Sigma, AWS, Azure, Dataiku, and more)
- Recognized as an award-winning workplace in the US, India and LATAM
- 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.
- Act as a trusted advisor to senior client stakeholders, helping shape roadmaps, influence strategic decisions, and guide long-term transformation initiatives.
Benefits
- 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.
- Mentor and coach team members, fostering a culture of learning, feedback, and continuous improvement.
This listing is sourced directly from phData's careers page and normalized into a canonical job model.