Client Account Lead - Financial Services
Phdata · US - Remote · Posted Jul 8, 2026
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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 such as Financial Services industry playbooks, account planning frameworks, sales enablement materials, and repeatable patterns for driving AI Data outcomes in the sector.
Represent phData with professionalism at industry events, conferences, and panels, helping elevate our presence and reputation within Financial Services.
Share best practices, deal learnings, and client insights to improve phData’s client engagement model, forecasting, and overall delivery excellence.
Help define and refine practice standards, reusable assets, and delivery frameworks that support account success across the Financial Services portfolio.
About You
You are a client-focused, strategic account leader and trusted advisor who enjoys working in a fast-paced, outcomes-driven environment. You are a value-driven communicator, relationship builder, and strategic thinker who is comfortable operating in distributed, global teams and partnering with colleagues across time zones to drive complex, high-impact work. You bring a strong understanding of Financial Services clients, their operating environments, and the ways AI Data can create meas…