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Client Account Lead - Financial Services

phData
CompanyphData
CategoryCustomer Support
LocationUS - Remote
RemoteRemote
EmploymentNot stated
LevelLead
SalaryNot stated by the employer
Posted18 May 2026
Last verified12 Aug 2026
SourceEmployer ATS (greenhouse)
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Description
Join phData , a remote-first data and AI consultancy company with employees across the United States, Latin America, and India. We partner with industry leaders, including Snowflake, AWS, Anthropic, Azure, GCP, Fivetran, Pinecone, Glean, and dbt, to solve the complex data and AI challenges that slow large enterprises. We're growing fast, and we give our people real ownership over their work. We hire top performers and trust them to deliver results. Why phData? Snowflake Implementation Partner of the Year — 7 consecutive years , and 2026 Snowflake AI Partner of the Year AWS Premier Tier Services Partner — the highest tier of recognition in the AWS Partner Network 2025 Fivetran Partner of the Year (4th consecutive year) 2025 dbt Labs Partner of the Year (3x winner) with Visionary partner status 2026 KNIME Customer Excellence Partner of the Year Preferred Partner in the Anthropic Claude Partner Network #1 Partner in Snowflake Advanced Certifications 600+ Expert Cloud Certifications (Sigma, AWS, Azure, Dataiku, and more) Recognized as an award-winning workplace in the US , India and LATAM We are looking for a Client Account Lead to join our Client Services / Go-to-Market team. In this role, you will own a portfolio of strategic Financial Services accounts, driving growth, profitability, and executive relationships while helping clients define and realize their AI & Data goals. You will collaborate closely with client executives, Sales, Technical Account Leads, Delivery leaders, and ecosystem partners to deliver high-impact programs and advance phData’s delivery excellence across our Financial Services portfolio. Key Responsibilities Client Delivery Own and drive account strategy, delivery, and growth for a portfolio of strategic Financial Services accounts, creating and executing long-term growth plans aligned to client goals and phData’s capabilities. Serve as the senior account leader for your portfolio, accountable for client satisfaction, revenue growth, delivery quality, profitability, and executive relationship management. Translate client business objectives and AI & Data priorities into strategic programs spanning data platforms, pipelines, governance, analytics, and AI, in partnership with data engineering, analytics, and ML teams. Help Financial Services clients address critical business priorities such as regulatory reporting, risk management, fraud detection, customer intelligence, operational efficiency, and AI enablement. Ensure engagements across your portfolio are delivered on time, within scope, and with strong profitability and measurable business value, while maintaining approximately 40% utilization to stay close to delivery and client outcomes. Act as a trusted advisor to senior client stakeholders, helping shape roadmaps, influence strategic decisions, and guide long-term transformation initiatives. Collaboration & Leadership Collaborate with cross-functional partners across Go-to-Market, Delivery, Finance, Product, and Partner teams to align on account health, project success, and future opportunity. Provide strategic leadership during executive meetings, workshops, QBRs, and roadmap discussions, positioning phData as a trusted advisor to both business and technology stakeholders within Financial Services organizations. Ensure high quality in deliverables by staying engaged with delivery teams, reviewing performance metrics, and driving governance, risk management, and issue resolution across accounts. Partner with ecosystem providers such as Snowflake, AWS, Databricks, and others to design and execute joint account strategies that bring added value to clients and accelerate portfolio growth. Mentor and coach team members, fostering a culture of learning, feedback, and continuous improvement. Practice & Firm Contribution Contribute to internal initiatives suc