Client Partner, Financial Services & Insurance

Client Partner, Financial Services & Insurance - Central US

In this role, you will drive business development and revenue growth within assigned existing accounts & clients. This role focuses on deepening client relationships, expanding wallet share, and aligning account strategies with client business goals. The role collaborates closely with internal & external stakeholders to deliver an exceptional client experience and support account success. Preferred

Location:

Columbus, OH / Dallas or Austin, TX / Chicago, IL. Base Salary range 180K – 200K

• Build and strengthen relationships with key decision-makers and influencers (up to VP level)
• Serve as a trusted advisor by understanding client business models, strategies, and priorities
• Drive superior client satisfaction and loyalty, measured through Net Promoter Score (NPS). Achieve superior NPS
• Expand account footprint by identifying and developing new lines of business or market segments
• Drive and close high-value, complex contract negotiations & deals
• Drive revenue growth by increasing wallet share and expanding existing and net-new revenue streams within assigned accounts
• Own executive-level client relationships across a portfolio of large, complex accounts — acting as the ultimate point of contact, trusted advisor, and internal advocate to ensure services consistently deliver strategic value
• Drive portfolio growth by identifying expansion opportunities, building account development plans, and championing deal pursuit from pipeline through contract signature

• 10+ years in consultative sales, account management, or customer success with enterprise or ISV clients with a proven track record of account revenue growth and strategic relationships.
• 6+ years leading large, complex account portfolios with proven revenue growth, high client satisfaction, and long-term retention within financial services and insurance clients with a strong knowledge of how regulated environment shapes what clients can buy, how they buy it and how deals get approved.
• Fluency in the technology that runs the sector: core banking, payments, policy and claims platforms, cloud hyperscalers, and data platforms.
• Commercial fluency in enterprise AI: the ability to frame where AI creates value and manages risk for financial services and insurance clients, and to turn that into pipeline. Technical depth is a plus, not a requirement.
• Strong strategic thinking and business acumen, with the ability to translate client needs into actionable, value-driven growth plans
• Demonstrated knowledge of industry trends, emerging technologies, and client-specific market dynamics
• Willingness to travel a minimum of 30% to the client and team locations
• Bachelor’s degree in relevant field (IT or Business); advanced degree preferred.

This is a leadership role where you will drive impact in two main directions:

Hire and onboard talent, build trust and inclusion, set clear priorities, coach growth, deliver results, and lead change aligned to our values.

Deliver client value through business understanding, market and financial insight, global collaboration, and continuous improvement.

Soft Serve is an equal opportunity employer. Qualified applicants will receive consideration regardless of race, color, ancestry, ethnicity, national origin, religion, sex, sexual orientation, gender identity or expression, age, citizenship, disability, health condition, marital or family status, veteran status, or any other characteristic protected by applicable law.

We are a digital engineering and technology consulting company where expertise grows alongside people. For more than 30years, we have been elevating technology: helping organizations navigate complex…