Senior Director, Client Service (Financial Services) jobs in United States
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Bounteous · 3 days ago

Senior Director, Client Service (Financial Services)

Bounteous is a premier end-to-end digital transformation consultancy dedicated to partnering with ambitious brands to create digital solutions for today’s complex challenges and tomorrow’s opportunities. The Senior Director, Client Service will own and grow a portfolio of strategic client accounts while driving revenue growth and providing strategic guidance to clients in the Financial Services sector.

Brand MarketingConsultingInformation ServicesInformation TechnologyInternetWeb Design
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H1B Sponsorednote

Responsibilities

Promote and enforce awareness of key information security practices, including acceptable use of information assets, malware protection, and password security protocols
Identify, assess, and report security risks, focusing on how these risks impact the confidentiality, integrity, and availability of information assets
Understand and evaluate how data is stored, processed, or transmitted, ensuring compliance with data privacy and protection standards (GDPR, CCPA, etc.)
Ensure data protection measures are integrated throughout the information lifecycle to safeguard sensitive information
Own and grow a portfolio of strategic client accounts totaling approximately $5 to 10 MM USD in annual revenue
Serve as the senior relationship lead across key client stakeholders, focusing on CIO, CTO, CDO, and other C-suite leaders
Drive revenue growth through consistent on-site client engagement, proactively identifying and securing new opportunities with a strategic, results-driven approach
Partner with practices in pre-sales efforts, shaping tailored solutions and co-developing proposals that address client needs
Partner with pre-sales to package value propositions into outreach campaigns to drive new client acquisition
Collaborate with global sales teams to drive regional growth of existing accounts
Expand Bounteous’ presence across client organizations by cultivating deep, trust-based relationships and uncovering new areas for value creation
Leverage your industry expertise and business acumen to align client objectives with the full breadth of our capabilities
Provide strategic guidance to clients navigating complex transformation agendas, establishing our team as a long-term advisor and delivery partner
Serve as a visible leader and advocate for the Financial Services business, contributing to go-to-market planning and overall growth strategy

Qualification

Digital transformationFinancial services expertiseStrategic account managementPre-sales activitiesConsultative sellingExecutive presenceCommunicationAdaptability

Required

Promote and enforce awareness of key information security practices, including acceptable use of information assets, malware protection, and password security protocols
Identify, assess, and report security risks, focusing on how these risks impact the confidentiality, integrity, and availability of information assets
Understand and evaluate how data is stored, processed, or transmitted, ensuring compliance with data privacy and protection standards (GDPR, CCPA, etc.)
Ensure data protection measures are integrated throughout the information lifecycle to safeguard sensitive information
Own and grow a portfolio of strategic client accounts totaling approximately $5 to 10 MM USD in annual revenue
Serve as the senior relationship lead across key client stakeholders, focusing on CIO, CTO, CDO, and other C-suite leaders
Drive revenue growth through consistent on-site client engagement, proactively identifying and securing new opportunities with a strategic, results-driven approach
Partner with practices in pre-sales efforts, shaping tailored solutions and co-developing proposals that address client needs
Partner with pre-sales to package value propositions into outreach campaigns to drive new client acquisition
Collaborate with global sales teams to drive regional growth of existing accounts
Expand Bounteous' presence across client organizations by cultivating deep, trust-based relationships and uncovering new areas for value creation
Leverage your industry expertise and business acumen to align client objectives with the full breadth of our capabilities
Provide strategic guidance to clients navigating complex transformation agendas, establishing our team as a long-term advisor and delivery partner
Serve as a visible leader and advocate for the Financial Services business, contributing to go-to-market planning and overall growth strategy

Preferred

12+ years of experience growing strategic accounts in digital marketing, digital transformation, and product engineering; 10+ in consulting
10+ years of leading and developing individuals in the growth of strategic clients
10+ years of relevant experience in the U.S. financial sector with an emphasis on driving results and solving experience and engineering challenges at fintech organizations, either client-side or as a trusted advisor
Hands-on experience supporting or leading pre-sales activities, building and executing growth strategy for clients, and collaborating across practices and global sales teams
Highly adaptable and comfortable in fast-paced, ambiguous environments, with a proven ability to navigate shifting priorities in pursuit of bold growth objectives
A strong executive presence with excellent communication, storytelling, and commercial skills; a consultative selling mindset; capable of engaging and influencing stakeholders at all levels
Experience operating within matrixed organizations and global delivery models
MBA or prior management consulting experience a plus

Company

Bounteous

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Bounteous is a digital experience consultancy that helps companies deliver transformational brand experiences.

H1B Sponsorship

Bounteous has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (21)
2024 (9)
2023 (5)
2022 (14)
2021 (11)
2020 (18)

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
New Mountain Capital
2021-08-03Private Equity

Leadership Team

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Keith Schwartz
Chief Executive Officer
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Michael Twedell
Senior Vice President, Growth
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Company data provided by crunchbase