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phData · 1 week ago

Client Account Lead - Financial Services (Insurance)

United States

Full-time

Hybrid

Senior Level, Lead/Staff

10+ years exp

phData is a dynamic and innovative leader in the modern data stack, partnering with major cloud data platforms to deliver cutting-edge services and solutions. As a Client Account Lead, you will drive strategic growth and profitability across a portfolio of high-impact Financial Services accounts, focusing on Insurance, while building executive relationships and ensuring client satisfaction.

AnalyticsInformation ServicesInformation Technology

Growth Opportunities

Responsibilities

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 $5–15M+ 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

Qualification

Financial ServicesInsurance expertiseConsulting experienceAccount managementData solutions implementationExecutive relationship buildingCross-functional collaborationAgile learningStrategic thinkingDetail-orientedRelationship building

Required

10+ years of consulting experience with 5+ years 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 $5–15M+ in annual revenue targets

Hands-on collaboration with data and technology teams: partner closely with data engineering, analytics, and ML teams to design, sell, and oversee implementation of modern data solutions (data platforms, pipelines, governance, analytics, and AI)

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