We make sense of data to drive your business forward. #MakeSenseofData #DriveYourBusinessForward #PartnerYourWay
VP Client Partner - West Coast
Location
United States
Posted
66 days ago
Salary
$200K - $260K / year
Seniority
Mid Level
Job Description
VP Client Partner - West Coast
EXL
Why EXL? - Join a recognized leader in data, analytics, and AI for financial services. - Work at the forefront of transformation, helping banks navigate the AI super cycle and digital disruption. - Be part of a collaborative, high-performance culture that values innovation, agility, and client impact. - Shape the future of Banking-as-a-Service, embedded finance, and intelligent operations. Job Title: Client Partner – Banking - Location: San Francisco, CA / Remote (Bay area / Silicon Valley area preferred) - Base Salary - $200k - $260k, plus annual bonus and RSU eligibility - Experience: 8–10 years with a Big 4 or Top 10 consulting firm managing and supporting Banking & Financial Services accounts - Reports to: Head of Client Success – Banking & Capital Markets At EXL, we go beyond the expected. With deep domain expertise in banking, analytics, digital, and operations, we partner with clients to deliver tangible business outcomes. Our approach is outcomes-first, powered by data and AI, and driven by an unwavering focus on excellence and innovation. Join us in shaping the future of financial services. Role Overview We are seeking a dynamic and strategic Client Partner – Banking to lead and grow key client relationships within the U.S. financial services sector. Ideal candidates bring a Big 4 consulting background, techno-functional expertise, and a proven ability to engage with C-suite stakeholders at leading banks. This is a pivotal role that blends relationship management, solution consulting, and strategic advisory to drive transformational growth across data, digital, operations, and AI-led initiatives.
Related Guides
Related Job Pages
More Account Manager Jobs
Carrier & Network Partnerships Manager
Tendencys InnovationsWe develop logistics and eCommerce solutions for you to manage your business.
• Investigar los mercados de Chile y Uruguay para identificar oportunidades de crecimiento y comprender las tendencias que puedan afectar la expansión en cada país. • Identificar y negociar con las principales empresas de mensajería en ambos mercados, de acuerdo a la línea de valor de los productos de Envia.com , con reuniones presenciales cuando la negociación lo requiera. • Crear y analizar precios objetivo (target prices) por línea de producto y proveedor. • Colaborar con el SDM (Sales Developer Manager) en el desarrollo de estrategias de ventas adaptadas a cada mercado. • Gestionar informes de P&L y análisis de costos, beneficios y riesgos asociados a las iniciativas de desarrollo en cada mercado. • Mantenerse al tanto de las innovaciones y tendencias emergentes en la industria logística del Cono Sur.
Role Description BloomNet is seeking a passionate and driven Account Relationship Manager (ARM) to join our team and help grow and support our customer base across the floral industry in the Greater Boston area. This role is ideal for someone who thrives on building strong relationships, providing exceptional service, and delivering tailored solutions that meet client needs. As an ARM, you will play a key role in supporting our florists, driving adoption of BloomNet programs, and ensuring long-term customer success across your assigned territory. Key Responsibilities - Develop and maintain strong, long-term relationships with existing BloomNet florists throughout the Greater Boston territory - Conduct both in-person and virtual meetings to promote and educate customers on BloomNet’s offerings - Clearly communicate the value and benefits of BloomNet’s products and services - Implement a structured follow-up process for each opportunity to drive conversions and customer engagement - Manage the entire sales cycle—from initial outreach to negotiation and contract execution - Stay current on industry trends, competitor activity, and new product features - Leverage insights to position BloomNet competitively in the market - Utilize CRM tools (Salesforce) to accurately track interactions, manage pipelines, and report key sales metrics - Work closely with cross-functional teams including marketing, customer service, and product development to support client needs - Participate in trade shows and industry events to grow brand visibility and identify new business opportunities - Share knowledge and best practices with team members to contribute to a collaborative environment Qualifications - Bachelor’s degree or equivalent experience - 2–3 years of experience in outside sales or account management - Demonstrated success in meeting or exceeding sales goals - Strong consultative selling skills and a customer-first mindset - Excellent verbal and written communication skills - Tech-savvy with proficiency in Microsoft Office Suite and Salesforce - Bilingual (Spanish) strongly preferred - Willingness to travel frequently (up to 75%) - Reliable transportation required Compensation The expected salary range for this position is $55,000 to $65,000 annually. Actual compensation will be determined based on experience, skills, internal equity, and other factors permitted by law. Benefits - Medical, dental, vision, life, and disability insurance for the associate and eligible dependents - Flexible Spending Account (FSA) - Health Savings Account (HSA) - 401(k) retirement savings program - Mental health resources and Employee Assistance Program (EAP) - Paid vacation time (accrued based on hours worked and tenure) - Paid company holidays - Employee discount across our family of brands - Potential eligibility for annual merit-based compensation increases, where applicable
Partner Manager, Exchange
Liftoff, Inc.Liftoff, Inc. is a marketing and advertising company that specializes in growth acceleration for the mobile industry. As an employer, the company strives to bui
• Forecast revenue and manage a pipeline of potential and current business across both performance and brand/agency demand channels • Develop strong relationships with key accounts across the US and EMEA, including performance DSPs, brand advertisers, agencies, and agency trading desks • Proactively prospect and build relationships with media agencies, holding companies, and brand advertisers to drive incremental spend to Vungle Exchange through PMPs and Open Market • Structure and negotiate PMP deals and preferred deal opportunities with brand and agency buyers • Work closely with internal teams (Legal, Finance, Ops, Product) to structure deals that maximize revenue for all constituents • Educate brand and agency buyers on Vungle Exchange's inventory quality, ad formats, audience reach, and brand safety capabilities • Synthesize customer feedback from both performance and brand buyers to help inform the product roadmap • Attend industry events to evangelize Vungle Exchange and our technology • Understand your clients' strategic goals — whether performance KPIs or brand awareness objectives — and develop plans to partner on those goals • Identify and close strategic up-selling and cross-selling opportunities by understanding core client business and product needs • Drive a full sales cycle pipeline: building pipelines, pitching, and closing business
Territory Manager, Commercial Lines
Encova InsuranceEncova Insurance provides commercial, auto and home insurance.
The salary range for this job posting is $55,132.00 - $138,790.00 annually + bonus + benefits. Pay Type: Salary The above represents the full salary range for this job requisition. Ultimately, in determining your pay and job title, we'll consider your location, education, experience, and other job-related factors, and will fall within the stated range. Your recruiter can share more information about the specific salary range during the hiring process. Ideal candidates will reside in Charlotte Metro or Raleigh/Durham areas of North Carolina and have established agent relationships in North/South Carolina. This role will service both North Carolina and South Carolina and will include a company vehicle. We may hire a senior level depending on candidate qualifications. (compensation shown is inclusive of the non-senior and senior level) This role will report to a Regional Vice President, Commercial Lines Are you a Referral? If you know a current Encova Insurance associate and would like to apply as a referral, please encourage them to submit your referral information before you submit your application. You will receive an email with a direct URL link to the Job Posting of interest. Applying through this URL link will create your referral relationship for our Talent Acquisition Team. Unique residence requirements are listed in each job posting, please review closely for details. Encova is only able to employ associates who reside and work within specific U.S. states. Our current policies are based on the laws in states in which we are registered for payroll. Our current footprint includes: Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nebraska, New Hampshire, New Jersey, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, West Virginia, Wisconsin. JOB OBJECTIVE: Represent our company to assigned agents. Develop a deep understanding of each agency's operations and use effective agency management to drive profitable multi-line growth for the organization. Responsible for achieving annual sales objectives for assigned territory based on the annual business plan using digital technology, face- to-face agency meetings, teleconferencing, and webinars. If assigned the lead Agency Manager accountably, successfully manage the overall agency relationship and business development from an all-lines perspective, working in conjunction with assigned underwriters to drive profitable multi-line growth. ESSENTIAL FUNCTIONS: - Primary focus and responsibility is managing sales opportunities with our agents in a consultative framework through proactive outbound calls, agency visits with key partners, digital sales tools, and virtual webinars. - Responsible for driving new business quote activity and new business production. Hold agencies accountable for building a quality book of business with Encova, including managing the production, profitability, and relationships with assigned agencies. - Partner with business teams to build and maintain a sales plan, develop success plans with partner agencies to help achieve our production and profit goals. Work as part of the team with Underwriters and Production Underwriters. - Understand, promote, and support the objectives and goals of each profit center. Participate and collaborate with the profit center teams to assist with agency development planning, as well as executing and monitoring the progress towards the plan. - Leverage personal relationships to achieve business outcomes. - Partner with business teams to build and maintain a sales plan, develop success plans with partner agencies to help achieve our production and profit goals. - Assist Regional Vice Presidents with prospecting, appointing, and onboarding new agencies. - Meet with agency principals to have agency development conversations to improve our partnerships. Build relationships with agency staff to increase engagement and commitment to Encova. - Provide training to agencies and new agency hires on all Encova products, business processes, product rules, rating procedures, underwriting and binding guidelines, and policy forms for existing and new products offered. - Effectively engage with customer relationship management (CRM) and other automated resources in a timely, thorough, and detailed manner. - Hold others accountable for mutually beneficial outcomes. - Achieve target wallet shares of an agency’s book, and target market shares for assigned territories. - Build and leverage Encova’s position as the trusted carrier of choice for the independent agency channel. - Strategically allocate time and resources to the agencies that support our business goals and objectives. - Analyze agency issues, determine appropriate responses to resolve issues in a satisfactory manner. - Effectively evaluate agency performance on profit and growth and hold agencies accountable for action plans and results. - Communicate and deliver on Encova’s value proposition for each line of business. - Gather and share competitive intelligence, market changes, and competitive position. - Coordinate Service Team meetings and support action plans. - Attend industry events. - Overnight travel required. OTHER FUNCTIONS: 1. Nonessential function: other duties as assigned. KNOWLEDGE, SKILLS AND ABILITIES: - Minimum of one year of commercial underwriting experience or applicable industry experience strongly preferred. - Bachelor's degree and prior insurance experience preferred. Equivalent combination of education and experience may be considered. - Must possess strong phone presence and experience with multiple outbound/inbound phone calls per day. - Proficient with corporate productivity and web presentation tools including online meetings & video conferencing with strong listening, communication and presentation skills. - Ability to multi-task, prioritize, and self-manage time effectively. - Experience working with Microsoft Dynamics or similar customer relationship management (CRM) software preferred. - Scheduling flexibility including occasionally working irregular hours required. - Working knowledge of current business conditions, competition and territory specific issues. - Knowledge of insurance rules and regulations, policy, product, and service requirements. - Strong verbal and written communication skills; including formal and informal presentation skills. - Strong consultative and negotiation skills; ability to effectively persuade and influence others. - Ability to comprehend carrier/agency reports/metrics while recognizing trends and being able to use the data for fact-based conversations that advance the company's position within agencies. - Demonstrated creativity and strength in problem solving and developing solutions. This position has been evaluated in accordance with the Americans with Disabilities Act. Encova Insurance makes every effort to reasonably accommodate disabilities to permit performance of the essential functions and candidates who need such accommodation are encouraged to seek it. This description reflects the nature and level of work performed by associates in this position. It is not an all-inclusive inventory of duties, responsibilities and qualifications required. It provides an accurate overview of the work and skills needed to perform this position. Because job content may change from time to time, Encova Insurance reserves the right to add and/or delete functions from this job as it deems necessary for business reasons. Ready to join our team? At Encova Insurance, we firmly believe that our associates drive our company's success by delivering unrivaled service to our customers. With success in mind, we make an ongoing effort to provide an environment that offers challenging, stimulating, and financially rewarding opportunities. Join us to discover a work experience where you can learn and grow to your fullest potential. What you can expect from us In addition to a competitive compensation package, we offer a comprehensive benefits package designed to support the well-being and growth of our associates. Available benefits (subject to any policy or plan changes) include, but are not limited to: - Health, Dental & Vision Insurance - Company-provided life and income protection plans - Eligibility to participate in a company incentive bonus program - 401(k) Retirement Plan - 100% company match up to 7% on annual salary - Paid Time Off, Paid Holidays, and Floating Holidays - Flexible Work Arrangements - Hybrid and remote depending on the role We believe that happy, healthy associates are the foundation of great work. Join us and thrive both professionally and personally. Encova Insurance is an EOE/E-Verify employer. #LI-Remote#LI-MF1



