Client Manager FSI
Job Summary
The Client Manager (FSI) is a quota-carrying sales professional responsible for managing and expanding key accounts within the banking and financial services sector. This role drives digital transformation and revenue growth by building trusted advisor relationships with C-level stakeholders. The position coordinates cross-functional teams to deliver secure, compliant, and technology-driven business outcomes.
Responsibilities
- Manage and expand key FSI regional accounts
- Drive revenue, renewals, and cross-sell opportunities
- Build relationships with C-level and senior stakeholders
- Ensure alignment with regulatory and compliance standards
- Orchestrate multi-country client engagements
Required Skills
- FSI industry domain knowledge
- Complex solution sales
- Stakeholder management (C-suite)
- Digital transformation expertise
- Salesforce CRM proficiency
Job Details
Role Overview
The Client Manager (FSI) is a seasoned, quota‑carrying sales professional responsible for owning, managing, and expanding key accounts within the banking, insurance, and broader financial services sector. This role drives growth across all solution areas by building trusted advisor relationships, deeply understanding clients’ regulatory and operational environments, and leading strategic engagements that support digital transformation across the FSI landscape.
Key Responsibilities
- FSI Account Ownership & Growth: Owns and manages a portfolio of FSI regional accounts (banks, insurers, financial institutions, fintechs). Drives revenue expansion, renewals, and cross‑sell across all solution areas, ensuring alignment with FSI business, risk, and compliance priorities.
- Stakeholder & Relationship Management: Builds relationships and influences C‑level and senior stakeholders within FSI clients (CIO, COO, CISO, Head of Risk, Digital, Operations). Partners with local and regional Client Managers to orchestrate multi-country client engagements.
- Sales Execution & Commercial Management: Achieves revenue and margin targets by linking client needs to offerings including consulting, managed services, cloud, and infrastructure. Uses sales tools to manage accounts and forecasting while ensuring compliance with FSI regulatory standards.
- Client Retention & Satisfaction: Minimizes churn and maximizes retention by driving continuous value throughout the client lifecycle and acting as the primary escalation point for resolution.
- Solution Positioning: Identifies business challenges and translates them into clear solution opportunities across digital transformation, cloud, and cybersecurity, while performing competitive vulnerability analysis.
- Governance & Compliance: Ensures all engagements adhere to relevant FSI regulatory requirements and maintains financial discipline across accounts.
Knowledge & Attributes
- Sales Business Acumen: Strong understanding of FSI operating models, commercial drivers, and transformation imperatives.
- Client Engagement Expertise: Skilled in managing complex, multi‑stakeholder FSI accounts from new pursuits to long-term engagements.
- Solution Knowledge: Understanding of company offerings across cloud, cybersecurity, AI, data, and digital platforms applied to FSI use cases.
Required Experience
- Bachelor’s degree in Business, Finance, Technology, or related field.
- Proven track record in technology sales, business development, or solution selling within the financial services industry.
- Strong experience managing FSI clients in a global or regional role.
- Solid understanding of digital transformation trends including cloud migration, cybersecurity, and data/AI.
- Proficiency in CRM tools such as Salesforce.