Full-Time Client Partner Lead – Financial Services & Insurance

Accesa is hiring a remote Full-Time Client Partner Lead – Financial Services & Insurance. The career level for this job opening is Manager and is accepting Romania based applicants remotely. Read complete job description before applying.

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Accesa

Job Title

Client Partner Lead – Financial Services & Insurance

Posted

Career Level

Full-Time

Career Level

Manager

Locations Accepted

Romania

Job Details

Define and drive client strategy, identify goals and challenges, manage the sales process to create new opportunities. Work closely with a Retail-focused team. Help shape project direction, respond to market needs, and align solutions with client expectations.

As a Client Partner Lead, own the strategy, revenue goals, and client relationships across your portfolio. Build and maintain long-term partnerships, ensure client satisfaction, and drive account growth.

Guide a team of Client Partners. Support them in developing account strategies, sharing industry insights, and meeting performance goals.

Working cross-functionally with Sales, Marketing, Delivery, Presales, Legal, and Finance, help shape the strategic direction.

Responsibilities:

  1. Industry Strategy and Market Leadership: Define and drive the Financial Services & Insurance industry strategy, aligning with market trends, regulations, and technologies. Act as a thought leader, representing Accesa in external forums.
  2. Client Relationship Management and Growth: Own strategic client relationships, ensure proactive communication, issue resolution, and strategic alignment. Develop and maintain client plans focusing on long-term growth, cross-sell/upsell opportunities, and pipeline management.
  3. Sales Enablement and Commercial Oversight: Oversee sales and proposal development, ensuring offers align with client needs, profitability targets, and compliance. Partner with Delivery to manage project scope, pricing, and profitability.
  4. People Leadership and Talent Development: Lead and coach a team of Client Partners, building capabilities in strategic account management and consultative selling. Drive performance through goals, feedback cycles, and development.
  5. Operational Excellence and Governance: Manage budgets, ensure CRM reporting, and foster a data-driven approach to decision-making and forecasting. Implement continuous improvement.
  6. Client Satisfaction and Strategic Stakeholder Engagement: Monitor and improve client satisfaction metrics, facilitate executive reviews, support delivery handovers, and turn clients into advocates.

Deep Industry Knowledge: Proven expertise in the IT sector, specifically in Financial Services and/or Insurance, keeping up with market evolution, regulatory changes, and best practices.

Strategic Thinking & Planning: Translate market data, client feedback, and emerging tech trends into a clear industry segment strategy.

Proven Client Relationship Management: Build trust-based relationships, drive revenue growth, and ensure high client satisfaction.

People Leadership: Lead, mentor, and coach teams focused on consultative sales, account management, and problem-solving.

Excellent Communication & Presentation Skills: Influence senior stakeholders, create concise presentations, and deliver persuasive proposals.

Project Delivery Awareness: Familiar with delivery lifecycles, ensuring alignment with client expectations.

Stakeholder Management: Navigate large, complex organizations, prioritize stakeholders, and resolve escalations.

Language Skills: Proficient in German and English.

FAQs

What is the last date for applying to the job?

The deadline to apply for Full-Time Client Partner Lead – Financial Services & Insurance at Accesa is 14th of May 2025 . We consider jobs older than one month to have expired.

Which countries are accepted for this remote job?

This job accepts [ Romania ] applicants. .

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