Client Partner - Financial Services

Job Description

Job Summary

The Client Partner (CP) role at Vertical Relevance is a strategic position focused on driving business growth within the financial services sector. As a CP, you will be responsible for identifying and closing new consulting opportunities, cultivating relationships with key decision-makers, and positioning Vertical Relevance as a trusted partner for business and technology consulting solutions.

Key Responsibilities

Business Development

Identify and close new consulting opportunities in financial services.

Develop and execute sales strategies to effectively position Vertical Relevance's services.

Leverage personal networks and internal relationships to generate leads.

Client Relationship Management

Establish and maintain relationships with key decision-makers at target accounts.

Position Vertical Relevance as a strategic partner for business and technology consulting solutions.

Manage client relationships throughout the sales cycle.

Collaboration & Strategy

Work with internal delivery teams to develop competitive proposals and estimates.

Collaborate with solution partners (AWS, ServiceNow) to create go-to-market strategies.

Drive account planning processes to uncover opportunities within existing clients and develop new logos.

Sales Execution

Manage multiple deal cycles concurrently while maintaining accurate pipeline and forecast data.

Meet or exceed quarterly sales quotas by driving revenue growth through strategic engagements.

Leadership & Advocacy

Act as a trusted advisor to clients by understanding their business challenges and offering tailored solutions.

Represent Vertical Relevance at industry events to build brand awareness and network with potential clients.

Skills & Qualifications

Minimum of 3 years of experience selling consulting services or software solutions into the financial services industry.

Proven track record of meeting or exceeding sales targets in a consultative selling environment.

Strong presentation skills with the ability to communicate effectively at all organizational levels.

Familiarity with business development methodologies, including technology roadmaps and assessments.

Bachelor's degree required; advanced degrees or certifications in relevant fields are a plus.

Industry Focus

Financial Services (Wealth Management, Asset Management, Insurance, Banking, Cards / Payments)

Cloud Computing (AWS)

Client Solutions (ServiceNow)

Why Join Vertical Relevance?

At Vertical Relevance, you'll work alongside industry experts averaging over 20 years of experience in financial services. We offer a collaborative environment focused on delivering meaningful results for our clients while fostering professional growth for our employees.

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Full-time