The Principal and Client Partner is a senior leadership role that integrates strategic consulting, business development, and delivery oversight. This role is responsible for owning client relationships end-to-end, driving revenue growth, and ensuring successful execution of engagements. Acting as a trusted advisor to clients and a cross-functional leader within the company, the Client Partner plays a pivotal role in shaping and delivering impactful solutions across industries.
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Role
Sales & Business Development
- Develop and execute account level sales strategies with direct revenue accountability.
- Drive pipeline generation, lead proposal development, and close complex deals.
- Build and monetize senior client relationships through thought leadership and subject matter expertise.
- Serve as the face of the company Services to senior stakeholders, including C-suite executives.
- Partner with product and platform teams to align client needs with the company’s innovation roadmap.
Consulting & Strategy Leadership
- Lead and provide oversight to complex client engagements across functions within a bank, applying structured problem-solving and strategic thinking.
- Translate client objectives into actionable strategies and data-driven solutions.
- Guide teams in developing high-impact recommendations using the company’s proprietary data and platforms.
- Serve as a trusted business advisor, generating enthusiasm for the company’s insights and capabilities.
Delivery Oversight & Client Success
- Oversee delivery of consulting and transformation engagements, ensuring quality, timeliness, and client satisfaction.
- Act as the escalation point for delivery challenges and proactively manage risks.
- Collaborate with delivery leads and project teams to ensure seamless execution and alignment with client goals.
- Partner with Finance and internal stakeholders to actively track delivery progress and revenue realization.
Team Leadership & Collaboration
- Build, coach, and lead high-performing teams focused on client success and revenue growth.
- Foster a collaborative and inclusive environment across sales, delivery, product, and finance functions.
- Promote a culture of innovation, accountability, and continuous improvement.
- Lead on-the-job training, mentorship, and capability development across the team.
Qualifications & Experience
- 12+ years of experience in top tier strategy consulting firms and strategic account management.
- Proven track record of managing large accounts and delivering complex transformation programs.
- Strong commercial acumen and negotiation skills, with experience in large deal structuring.
- Deep understanding of the company Advisors’ value propositions and data-driven solutions.
- Experience in financial services or payments industry preferred.
- Demonstrated success in revenue management and P&L ownership.
- Strong analytical and problem-solving capabilities.
- Advanced proficiency in Word, Excel, PowerPoint, and AI tools.
Preferred Skills
- MBA or Master’s degree.
- Experience leading senior client relationships and managing cross-functional teams.
- Ability to navigate matrixed environments and drive cross-functional alignment.
- Strong communication and influencing skills, with ability to present to senior audiences.
- Strategic planning and succession planning experience.
