Idexcel · 1 month ago
Client Partner – Banking, Mortgage, Cards and Financial Services | AI, Cloud, Data & Digital
Herndon, VA
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expIdexcel is seeking an accomplished leader in the Banking, Mortgage, Cards and Financial Services sector to help expand our footprint across AI, cloud, data, and digital transformation services. As a Client Partner, you will be responsible for growing a robust book of business, shaping client strategy, overseeing delivery excellence, and leading cross-functional teams across strategic accounts.
Cloud ComputingInformation TechnologySoftware
Responsibilities
Develop and execute growth strategies to meet $20M+ annual revenue goals across key financial services accounts
Identify new opportunities by understanding client priorities and mapping them to Idexcel’s solution portfolio
Ensure consistent, high-quality delivery aligned with client objectives and KPIs
Bring domain expertise in Banking, Mortgage, and broader Financial Services, including a strong understanding of front, middle, and back-office operations
Drive thought leadership, contribute to GTM strategy, and engage in marketing, speaking, or content development to strengthen our industry presence
Partner with practices and SMEs to co-create client-specific solutions across AI, Cloud, Data, and Digital platforms
Cultivate C-level and senior executive relationships; engage stakeholders across technology, operations, data, and digital teams
Serve as a strategic advisor who drives transformation, trust, and long-term value
Lead issue resolution, manage escalations, and act as the executive sponsor for major engagements
Mentor and inspire cross-functional teams to deliver impactful solutions
Collaborate with alliance partners (AWS, Microsoft, Snowflake, Databricks, etc.) to shape integrated offerings
Foster a culture of accountability, growth, and delivery excellence
Qualification
Required
10+ years of leadership experience in Financial Services consulting and account management
Proven success managing P&L, delivering high-impact technology solutions, and expanding client portfolios
Deep network and transferable relationships in Banking, Card Tech, Mortgage, and Fintech segments
Strong track record of business development, revenue generation, and customer satisfaction
Strategic mindset with a hands-on approach; willing to roll up sleeves to drive outcomes
Experience in partner-led solutioning and co-selling with major cloud and tech providers
Strong communication, negotiation, and team-building skills
Entrepreneurial, outcome-oriented, and collaborative in approach
Company
Idexcel
Idexcel is a Professional Services and Technology Solutions provider specializing in Cloud Services, Cloud Native Services, Data Platforms and Intelligence, Automation & AI.
501-1000 employees
Funding
Current Stage
Late StageRecent News
Company data provided by crunchbase