phData
Client Account Lead - Financial Services
US - Remote · Senior
Sponsorship not specifiedDetected 28 days ago
SnowflakeDatabricksAWSGCPAzureMachine LearningdbtData EngineeringSalesForecastingLeadershipCommunicationCollaboration
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.
- Snowflake Implementation Partner of the Year - 7 consecutive years, and 2026 Snowflake AI Partner of the Year
- AWS Premier Tier Services Partner - the highest tier of recognition in the AWS Partner Network
- 2025 Fivetran Partner of the Year (4th consecutive year)
- 2025 dbt Labs Partner of the Year (3x winner) with Visionary partner status
- 2026 KNIME Customer Excellence Partner of the Year
- Preferred Partner in the Anthropic Claude Partner Network
- #1 Partner in Snowflake Advanced Certifications
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
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.