Own and grow a portfolio of Financial Services clients, driving retention, satisfaction, and revenue expansion
Identify and convert growth opportunities by aligning client needs with integrated solutions across digital experience, data, analytics, and marketing technology
Build trusted relationships with senior stakeholders, including C suite, acting as a strategic advisor across business and technology priorities
Lead consultative sales engagements, including discovery, solution development, and executive storytelling
Bring a holistic, cross capability approach, connecting digital experience, data, analytics, and marketing transformation into a cohesive client strategy
Partner with internal strategy, delivery, and technical teams to design and execute high impact solutions
Drive account planning, forecasting, and pipeline management to sustain long term growth
Navigate complex client environments, including compliance, regulatory considerations, and multiple stakeholder groups

15 + years of experience in client leadership, consulting, or enterprise sales within a consultancy, agency, or digital services organization
Demonstrated experience working with Financial Services clients such as banking, insurance, wealth management, or fintech, including knowledge of industry dynamics and regulatory environments
Proven success managing and growing client portfolios, typically in the 5M to 20M range within complex, multi solution environments
Experience selling across digital experience, customer transformation, and marketing and technology ecosystems
Working knowledge of solutions such as CRM, CDP, analytics, content, and personalization
Track record of leading consultative sales cycles from problem definition through solution and close
Experience working in matrixed organizations and leading cross functional teams

VP, Client Partner

Key skills