Client Account Lead - Financial Services (Insurance)

Client Account Lead - Financial Services (Insurance)

As a Client Account Lead at phData, you’ll drive strategic growth, profitability, and executive relationships across a portfolio of high-impact Financial Services accounts with a strong focus on Insurance. You’ll partner with global insurers, carriers, and brokers to help them modernize operations, manage risk, and realize their AI and data goals by bridging phData’s deep technical expertise with your industry fluency, consulting experience, and revenue leadership.

This is more than just a sales role—you're a trusted partner who brings extensive relevant industry knowledge, consulting depth, and technology fluency to every conversation.

This role is ideal for someone who wants to build and lead high-value relationships with the world’s most innovative data-driven organizations—while working with one of the top pure-play data, analytics, and AI consultancies in the market.

What You’ll Do

• Drive Account Strategy: Lead a portfolio of Financial Services accounts with an emphasis on Insurance, creating and executing long-term growth plans in partnership with phData’s Go-to-Market, Delivery, and Partner teams.
• Own Revenue & Profitability: Deliver $10–15M+ in annual bookings through both net-new and expansion work, ensuring profitable, scalable growth across your accounts.
• Build Executive Relationships: Cultivate trusted advisor status with CxOs and senior business leaders; lead strategic discussions across business and IT stakeholders.
• Champion Client Outcomes: Maintain ~40% utilization, staying close to the delivery of programs to ensure high-impact results and exceptional client satisfaction.
• Elevate Our Brand: Represent phData at industry events, conferences, and panels, helping grow our presence and reputation within your vertical.
• Leverage Ecosystem Partners: Activate and grow partnerships (e.g., Snowflake, AWS) to bring added value to clients and accelerate growth.
• Lead Cross-Functional Teams: Collaborate across Go-to-Market, Delivery, Finance, and Product teams to align on account health, project success, and future opportunity.

What You Bring

• 10+ years of consulting experience within Financial Services, with deep domain expertise in Insurance (e.g., P&C, Life, Reinsurance, Brokerage, Claims). In-house Insurance experience in a digital, data, or transformation role may also be considered.
• Proven track record owning and growing strategic accounts, including responsibility for $10–15M+ in annual revenue targets.
• Demonstrated ability to build executive relationships and influence strategic roadmaps across both IT and business stakeholders.
• Credibility built on meaningful results—long tenure in a role where you drove significant revenue, retention, and/or transformation outcomes.
• Experience working in matrixed organizations and influencing cross-functional teams to deliver client success.
• Willingness and ability to travel up to 50%, depending on client needs and business priorities.

Who You Are

• Value-Driven Communicator: You ask the right questions, identify business pain, and connect the dots to phData’s services with clarity and insight.
• Detail-Oriented Operator: You deliver polished, high-quality work and never assume someone else is handling the details.
• Relationship Builder: You’re authentic, solutions-focused, and establish deep trust with both clients and internal teams.
• Strategic Thinker & Doer: You know when to roll up your sleeves and when to lead from the front; you take full ownership of your accounts and outcomes.
• Order Maker, Not Order Taker: You proactively shape opportunities and influence client strategy, rather than reacting to RFPs or task-based asks.
• Agile Learner: You thrive in a fast-paced, evolving landscape and are always leveling up your understanding of market trends and emerging technologies.