What are the responsibilities and job description for the Client Partner – Financial services position at Elevanta Partners?
Client Partner – Financial Services, or Insurance Vertical
Location: Chicago, IL preferred | Open to candidates across the Midwest
Employment Type: Full-Time
About the Role
Our client is a private equity-backed global technology and digital transformation services organization headquartered in Dallas, Texas. The company helps enterprises address complex business and technology challenges through capabilities spanning Cloud, Data & Analytics, Artificial Intelligence, Digital Transformation, Application Modernization, and Managed Services.
We are seeking an experienced Client Partner to manage and grow strategic client accounts, with a strong preference for experience within Banking. This is a 100% client-facing role focused on strengthening executive relationships, expanding existing accounts, and identifying opportunities to deliver technology and digital services.
Key Responsibilities
- Own strategic client relationships and serve as a trusted partner to senior business, technology, and executive stakeholders.
- Develop and execute account strategies focused on revenue growth, account expansion, cross-selling, and increasing wallet share within existing client relationships.
- Understand client business and technology priorities and identify opportunities to position services across Cloud, Data & Analytics, AI/Automation, Digital Transformation, Application/Platform Modernization, and Managed Services.
- Lead strategic client conversations around business challenges, technology priorities, transformation initiatives, and opportunities for expanding the partnership.
- Partner with solutioning, presales, consulting, and delivery teams to develop solutions and proposals aligned with client needs.
- Maintain executive oversight of ongoing engagements, proactively addressing client concerns and ensuring strong customer satisfaction and retention.
- Work closely with delivery teams to ensure successful execution while identifying opportunities to expand existing engagements.
What We're Looking For
- 3–5 years of experience as a Client Partner, Strategic Account Management, Account Growth, or comparable client-facing role within the IT services or technology consulting industry.
- Demonstrated experience managing and growing named client accounts within Financial Services, Banking or Insurance verticals.
- Proven experience owning and growing client revenue. Experience managing an annual portfolio of approximately $3M–$5M is preferred; candidates who have successfully managed and grown portfolios in the $1M–$3M range will also be considered as well.
- Strong understanding of the IT services ecosystem, with experience selling or expanding services such as Cloud, Data & Analytics, AI, Digital Transformation, Application Modernization, and Managed Services.
- Proven ability to build trusted relationships with senior business and technology stakeholders and convert client needs into account growth opportunities.
- Strong communication, executive presence, commercial acumen, and client engagement skills.
- Experience with a Systems Integrator, global technology services organization, consulting firm, or Big Four organization is highly desirable.
- Chicago-based candidates are highly preferred; candidates located in the Great Lakes region will also be considered.
Interview Process -
A streamlined 2–3 round interview process.