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Client Account Lead - Financial Services at phData - ApplyBlast

Client Account Lead - Financial Services

phData

5 months ago

4.3 on Glassdoor

Remote

Full Time

Senior

9 applicants

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About this role

A Client Account Lead at phData owns a portfolio of strategic Financial Services accounts, driving growth, profitability, and executive relationships while helping clients define and realize their AI & Data goals. The role involves collaboration with cross-functional teams to deliver high-impact programs and advance phData's delivery excellence.

Responsibilities

Own and drive account strategy, delivery, and growth for a portfolio of strategic Financial Services accounts
Serve as the senior account leader for your portfolio, accountable for client satisfaction, revenue growth, delivery quality, profitability, and executive relationship management
Act as a trusted advisor to senior client stakeholders, helping shape roadmaps, influence strategic decisions, and guide long-term transformation initiatives
Collaborate with cross-functional partners across Go-to-Market, Delivery, Finance, Product, and Partner teams
Contribute to internal initiatives such as Financial Services industry playbooks and account planning frameworks

Skills

Qualifications

10+ years of experience in consulting, professional services, or similar client-facing environmentsSignificant experience leading and growing relationships within Financial Services accountsProven experience managing complex enterprise programs and account portfolios in a matrixed, cross-functional environment

About phData

phdata.io

Headquarters

Minneapolis, Minnesota, United States

Company Size

501-1000 employees

Founded

2014

View Profile

phData is an AI and data services leader that builds intelligent systems for enterprises, helping them turn AI ambition into working business advantage. The company offers services spanning AI and machine learning, generative AI, data engineering, data migrations, analytics, and elastic operations, working with technologies such as Snowflake, AWS, Anthropic, and dbt. phData serves industries including healthcare, financial services, manufacturing, and retail, with a focus on deploying production-ready AI systems at enterprise scale.