Financial Services Client Partner
Financial Services Client Partner
LatentView Analytics
United States
See who LatentView Analytics has hired for this role
LatentView Analytics is one of the world’s largest and fastest growing digital analytics firms.
We help companies drive digital transformation by helping them combine digital and traditional data to gain a competitive advantage.
LatentView provides a 360-degree view of the digital consumer, enabling companies to predict new revenue streams, anticipate product trends and popularity, improve customer retention rates and optimize investment decisions.
Job Title: Financial Services Client Partner
Location: New York, North Carolina or East Coast open to relocation-relocation expenses are covered
Vertical Focus: Financial Services-Banking, Insurance, Investment Management
Job Description:
- Responsible for driving/fulfilling sales revenue for a specific region across the Financial services.
- Responsible for successfully driving pursuits (3-5 Mn$ in Size) that will result in multi-year annuities business.
- Background Experience required: Have experience in Financial Services and an Analytics background- understands Analytics and can converse with clients on AI and Machine Learning topics
- Consulting Experience
- Able to set up events to develop client relationships
- New logos or new groups: Participate in account opening strategies for new account acquisition & contribute to the over-sales/growth objectives
- Manage client communication in building solution proposals
- Coordinate in-person/orals preparation in coordination with Lead Generation/Delivery team
- Act as client thought partner with respect to organizational competence/pursuit focus with Client executives
Must-have skills:
- Bachelor's degree in technology or business administration or equivalent degree
- 8-10 yrs of relevant experience in Sales/BD in IT/IT Services/Consulting - B2B, Enterprise sales or products
- Financial Services/Banking Experience
- Proven track record of success in the sales cycle from plan to close
- Strong business sense and industry expertise
- Good communication, interpersonal and organizational skills
Nice-to-have skills:
- People management experience
- Prior experience selling to Fortune 100 customers in Financial Markets.
-
Seniority level
Director -
Employment type
Full-time -
Job function
Sales, Business Development, and Consulting -
Industries
Business Consulting and Services
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