Client Account Lead - Financial Services at phData

<div class="content-intro"><p>Join <a href="https://www.phdata.io/about-us/">phData</a>, a dynamic and innovative leader in the modern data stack. We partner with major cloud data platforms like Snowflake, AWS, Azure, GCP, Fivetran, Pinecone, Glean, and dbt to deliver cutting-edge services and solutions.<strong> </strong>We're committed to helping global enterprises overcome their toughest data challenges.&nbsp;</p> <p>phData is a remote-first global company with employees based in the United States, Latin America, and India. We celebrate the culture of each of our team members and foster a community of technological curiosity, ownership, and trust. Even though we're growing extremely fast, we maintain a casual, exciting work environment. We hire top performers and allow you the autonomy to deliver results.</p> <ul> <li><a href="https://www.phdata.io/blog/phdata-awarded-snowflake-2025-partner-of-the-year/">6x Snowflake Partner of the Year (2020, 2021, 2022, 2023, 2024, 2025)</a></li> <li><a href="https://www.phdata.io/blog/phdata-awarded-2025-fivetran-partner-of-the-year/">Fivetran</a>, <a href="https://www.phdata.io/blog/phdata-awarded-dbt-labs-2025-partner-of-the-year/">dbt</a>, Atlation, and <a href="https://www.phdata.io/blog/phdata-awarded-2025-aws-design-partner-of-the-year/">AWS</a> Partner of the Year</li> <li>#1 Partner in Snowflake Advanced Certifications</li> <li>600+ Expert Cloud Certifications (Sigma, AWS, Azure, Dataiku, etc)</li> </ul> <p>Recognized as an award-winning workplace in the <a href="https://www.phdata.io/blog/phdata-named-one-of-the-2025-best-places-to-work-by-the-minneapolis-st-paul-business-journal/">US</a>, <a href="https://www.linkedin.com/posts/phdata_we-are-thrilled-to-announce-that-phdata-has-activity-7313364620361023488-dLbY/?utm_medium=ios_app&amp;rcm=ACoAACHsnsAB3KhebxJJDcDQXo4DYIRLe3MzoXE&amp;utm_source=social_share_send&amp;utm_campaign=copy_link">India</a>, and <a href="https://www.linkedin.com/posts/phdata_phdata-careers-latam-activity-7390039860918747136-bk15/?utm_source=share&amp;utm_medium=member_ios&amp;rcm=ACoAACHsnsAB3KhebxJJDcDQXo4DYIRLe3MzoXE">LATAM</a></p></div><p><span style="font-size: 12pt;">We are looking for a <strong>Client Account Lead </strong>to join our Client Services / Go-to-Market team. In this role, you will own a portfolio of strategic <strong>Financial Services</strong> accounts, driving growth, profitability, and executive relationships while helping clients define and realize their AI &amp; Data goals. You will collaborate closely with client executives, Sales, Technical Account Leads, Delivery leaders, and ecosystem partners to deliver high-impact programs and advance phData’s delivery excellence across our Financial Services portfolio.</span></p> <p><span style="font-size: 12pt;"><strong>Key Responsibilities</strong></span></p> <p><span style="font-size: 12pt;">Client Delivery</span></p> <ul> <li style="font-size: 12pt;"><span style="font-size: 12pt;">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.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Serve as the senior account leader for your portfolio, accountable for client satisfaction, revenue growth, delivery quality, profitability, and executive relationship management.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Translate client business objectives and AI &amp; Data priorities into strategic programs spanning data platforms, pipelines, governance, analytics, and AI, in partnership with data engineering, analytics, and ML teams.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Help Financial Services clients address critical business priorities such as regulatory reporting, risk management, fraud detection, customer intelligence, operational efficiency, and AI enablement.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Ensure engagements across your portfolio are delivered on time, within scope, and with strong profitability and measurable business value, while maintaining approximately 40% utilization to stay close to delivery and client outcomes.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Act as a trusted advisor to senior client stakeholders, helping shape roadmaps, influence strategic decisions, and guide long-term transformation initiatives.</span></li> </ul> <p><span style="font-size: 12pt;">Collaboration &amp; Leadership</span></p> <ul> <li style="font-size: 12pt;"><span style="font-size: 12pt;">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.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Provide strategic leadership during executive meetings, workshops, QBRs, and roadmap discussions, positioning phData as a trusted advisor to both business and technology stakeholders within Financial Services organizations.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Ensure high quality in deliverables by staying engaged with delivery teams, reviewing performance metrics, and driving governance, risk management, and issue resolution across accounts.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">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.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Mentor and coach team members, fostering a culture of learning, feedback, and continuous improvement.</span></li> </ul> <p><span style="font-size: 12pt;">Practice &amp; Firm Contribution</span></p> <ul> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Contribute to internal initiatives such as Financial Services industry playbooks, account planning frameworks, sales enablement materials, and repeatable patterns for driving AI &amp; Data outcomes in the sector.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Represent phData with professionalism at industry events, conferences, and panels, helping elevate our presence and reputation within Financial Services.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Share best practices, deal learnings, and client insights to improve phData’s client engagement model, forecasting, and overall delivery excellence.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Help define and refine practice standards, reusable assets, and delivery frameworks that support account success across the Financial Services portfolio.</span></li> </ul> <p><span style="font-size: 12pt;"><strong>About You</strong></span></p> <p><span style="font-size: 12pt;">You are a client-focused, strategic account leader and trusted advisor who enjoys working in a fast-paced, outcomes-driven environment. You are a value-driven communicator, relationship builder, and strategic thinker who is comfortable operating in distributed, global teams and partnering with colleagues across time zones to drive complex, high-impact work. You bring a strong understanding of Financial Services clients, their operating environments, and the ways AI &amp; Data can create measurable business value in highly regulated organizations.</span></p> <p><span style="font-size: 12pt;"><strong>Required Qualifications</strong></span></p> <p><span style="font-size: 12pt;">Experience</span></p> <ul> <li style="font-size: 12pt;"><span style="font-size: 12pt;">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.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Significant experience leading and growing relationships within Financial Services accounts, with accountability for client outcomes, portfolio expansion, and executive engagement.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Proven experience managing complex enterprise programs and account portfolios in a matrixed, cross-functional environment.</span></li> </ul> <p><span style="font-size: 12pt;">Technical / Functional Skills</span></p> <ul> <li style="font-size: 12pt;"><span style="font-size: 12pt;">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.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Ability to identify Financial Services business pain points and connect them to phData’s AI &amp; Data services and solutions.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Hands-on experience collaborating with data engineering, analytics, and ML teams to design, sell, and oversee implementation of modern data solutions including data platforms, pipelines, governance, analytics, and AI.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Strong understanding of the data, governance, compliance, risk, and security considerations common in Financial Services environments.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Proven ability to own revenue and profitability across a portfolio of strategic accounts, delivering growth through both net-new and expansion work.</span></li> </ul> <p><span style="font-size: 12pt;">Consulting / Delivery Skills</span></p> <ul> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Experience delivering projects for external or internal clients in a professional services or consulting environment.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Ability to break down complex problems into structured, actionable steps and drive them through to completion.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Strong written and verbal communication skills in English, including experience leading executive-level conversations and influencing cross-functional stakeholders.</span></li> </ul> <p><span style="font-size: 12pt;">Collaboration &amp; Ownership</span></p> <ul> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Demonstrated ability to work effectively within matrixed, distributed, and cross-functional teams across Sales, Delivery, Product, and Partners.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Proven track record of building and sustaining CxO and senior executive relationships, influencing strategic roadmaps across both business and technology stakeholders.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Willingness and ability to travel up to 50%, depending on client needs and business priorities, while taking full ownership of account outcomes.</span></li> </ul> <p><span style="font-size: 12pt;"><strong>Preferred Qualifications</strong></span></p> <p><span style="font-size: 12pt;">Preferred qualifications help candidates stand out but are not required for success in this role.</span></p> <ul> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Experience working with enterprise Financial Services clients on data, analytics, digital transformation, or AI initiatives.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Familiarity with common Financial Services use cases such as risk and compliance, fraud detection, customer 360, underwriting, claims analytics, AML/KYC, forecasting, or personalized client experiences.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Hands-on experience with cloud data platforms and ecosystems such as Snowflake, AWS, Databricks, and Anthropic, along with familiarity with modern data architectures and AI use cases.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Prior experience working in global or remote teams and partnering across US and other regions.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Contributions to communities, speaking, writing, or internal accelerators such as industry events, thought leadership, or sales and solutions playbooks are a plus.</span></li> </ul> <p><span style="font-size: 12pt;"><strong>Location &amp; Time Zone Expectations</strong></span></p> <ul> <li style="font-size: 12pt;"><span style="font-size: 12pt;">This role can be based anywhere in the United States.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Strong preference for candidates located in or near Chicago, Boston, New York, New Jersey, Philadelphia, or Charlotte.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">We are a remote-first company, and you should be comfortable working with a distributed global team.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Some flexibility may be required to collaborate across time zones with colleagues and clients.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Client needs may occasionally require flexibility in working hours and travel of up to approximately 50% to support key milestones, workshops, and in-person executive meetings.</span></li> </ul> <h2><span style="font-size: 12pt;">Why phData?</span></h2> <ul> <li style="font-size: 12pt;"><span style="font-size: 12pt;"><strong>Impactful Work:</strong> Partner with leading organizations on meaningful data &amp; AI initiatives.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;"><strong>Collaborative Culture:</strong> Work with a supportive, high-performing global team that values transparency, autonomy, and continuous improvement.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;"><strong>Growth Opportunities:</strong> Access to challenging projects, mentorship, and structured development pathways.</span></li> </ul> <p><span style="font-size: 12pt;"><strong>Values-Driven:</strong> We prioritize doing the right thing for our clients, our teams, and our community.</span></p> <p><span style="font-size: 12pt;"><strong>Benefits at phData&nbsp;</strong></span></p> <ul> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Remote-First Work Environment</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">401k plan with company match</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Dental and Vision insurance</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Home Office Equipment Stipend</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Annual stipend for Learning and Development</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Competitive comp, excellent benefits, <strong>flexible PTO plan</strong> plus 10 Holidays (and other cool perks)&nbsp;</span></li> </ul><div class="content-conclusion"><p style="text-align: left;">phData celebrates diversity and is committed to creating an inclusive environment for all employees. Our approach helps us to build a winning team that represents a variety of backgrounds, perspectives, and abilities. So, regardless of how your diversity expresses itself, you can find a home here at phData. We are proud to be an equal opportunity employer. We prohibit discrimination and harassment of any kind based on race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, gender expression, age, veteran status, genetic information, disability, or other applicable legally protected characteristics. If you would like to request an accommodation due to a disability, please contact us at People Operations.</p></div>