Managing Client Principal, Digital – Financial Services, Banking
Location
United States
Posted
2 days ago
Salary
0
Seniority
Lead
Job Description
Managing Client Principal, Digital – Financial Services, Banking
Presidio
• Drive Vertical Focused Digital Services Sales. • In close partnership with a Vertical Industry Sales Leader, and Industry SME - and the broader sales team - formulate and execute a vertically aligned technical sales strategy to exceed revenue objectives through the adoption of Presidio Digital services - application modernization, application development, artificial intelligence (AI/GenAI), and data platforms and modernization – and related vertical offerings and accelerators. • In close partnership with a Vertical Industry Sales Leader, establish, co-lead, and continuously refine shared guidelines and practices for opportunity onboarding and prioritization, team cadences, pursuit management, and account planning. • Be accountable and drive accountability for the PreSales and Vertical team shared guidelines and practices. • Actively and periodically mentor, coach, and enable team members. • Drive period cadences with team members to provide feedback and receive feedback. • Execute professional growth and career development initiatives for team members. • Provide timely feedback to leadership on staff and opportunities. • Lead the execution and resolution of human resources and compensation related activities for the team members. • Proactively recruit candidates for all roles and drive individualized retention and reward strategies for staff. • Activity participate in client account related activities that establish the Solution Architect as a trusted advisor internally and with clients. • Serve as the technical leadership liaison to strategic accounts in a vertical. • Lead strategic and select opportunities in application modernization, application development, artificial intelligence (AI) and data estates to achieve solution win of Presidio services solutions. • Identify customer stakeholders and their individual success criteria and needs. • Create and lead technical solution approaches and next steps aligned to customer stakeholders. • Align, vet and coordinate Presidio technical resources as needed. • Engage Manager/VP/Director/C-Suite level at clients directly. • Be the point of contact for opportunity escalations. • Maintain a high level of technical excellence and evangelism across multiple relevant solution architecture, product areas, and industry. • Lead the curation and delivery of relevant technical knowledge, presentations, and conversations at all client levels and customer related events. • Actively participate in technical champion programs and communities. • Attain certifications when appropriate. • Learn, discuss and present new and emerging relevant topics. • Proactively drive discovery and understanding of customer IT current state, goals, outcomes, and initiatives across Business, Technical, Operational, and Financial facets. • Research industry trends and topics and develop discovery approaches. • Develop and lead workshops to drive relevant discovery. • Document customer current state to assist customer and sales teams target future state architectures and roadmaps. • Actively participate as a leadership liaison between customers, sales and delivery resources to ensure customer success. • Lead the collaboration with delivery engineering leadership on driving quality and properly risk managed solutions and staffing for customer proposals. • Serve as point of contact to delivery engineering leadership for solution scoping escalation for the Principal Architects on the team. • Engage Presidio team members, activity participate in team activities, and contribute on collaboration tools to drive an open, positive, inclusive, resilient, change-orientated team culture. • Develop working relationships with vendor partner teams and peers, prioritizing the hyper-scaler cloud solutions and relevant ecosystems. • Actively plan and execute growth and career development activities for the role and your team. • Seek and collaborate with key stakeholders on improvements to presales processes and GTM.
Job Requirements
- Bachelor’s degree or equivalent experience and/or military experience
- Overall 13+ years of relevant experience
- 10+ years of architecture, design, implementation, and/or consulting in digital and/or cloud technologies
- Demonstrated experience and proven expertise within the Financial Services (FinSrv) Industry
- 5+ years of specific domain experience in one or more of the following: application and software development, application modernization, data estates, data platforms and modernization
- 5+ years hands on experience with AWS, Azure and/or GCP
- 4+ years of experience in consultative presales : be curious and creative
- Demonstrated comfort leading presentations and discussions to leadership groups internally and at clients
- Growth mindset and drive for trying new ideas and actively seek mentoring and coaching
- Collaborative style and the ability to work with diverse set of stakeholders
- Expert time management and ability to set expectations in a timely manner
- Ability to provide timely feedback loops to leadership.
Benefits
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Remote work options
Related Guides
Related Categories
Related Job Pages
More Client Services Representative Jobs
Working Student Client Relations
Digistore24 USAA full-service vendor & affiliate platform with one of the world’s largest affiliate marketplaces. #MoreSalesLessWork
Role Description Du willst dich vom ersten Tag an in einem tollen Team vollwertig einbringen? Du arbeitest organisiert, kommunizierst empathisch und bist begeistert von moderner Technologie? Bei uns lernst du alles rund um das Thema Client Relations von einem A-Player-Team und sammelst Berufserfahrung in einem der Top-IT-Unternehmen Deutschlands. Bitte beachte: Diese Position setzt fließende Deutsch- und Englischkenntnisse voraus. Qualifications - Genauigkeit: Mit deiner sorgfältigen Arbeitsweise stichst du heraus. - Kommunikationsfähigkeit: Du hast sehr gute schriftliche und mündliche Ausdrucksfähigkeiten und kannst mit unseren Kunden empathisch und lösungsorientiert kommunizieren. - Analytisches Denken: Du kannst Daten und Excel-Listen auswerten und interpretieren. - Eigenständigkeit: Du gehst Aufgaben selbständig und zuverlässig an und behältst den Überblick über deine Ziele und Deadlines. Außerdem hast du Spaß daran, dich in verschiedene Aufgaben einzuarbeiten. - Technische Affinität: Du liebst moderne Technologie und arbeitest dich schnell in neue digitale Tools ein. Grundkenntnisse in Excel und Office-Anwendungen bringst du bereits mit. Requirements - Dieser Job ist NICHT für dich geeignet, wenn du kein immatrikulierter Student bist. - Wenn dein Wohnsitz nicht in Deutschland ist. - Wenn du dazu neigst, Dinge zu übersehen und nicht detailorientiert arbeitest. - Wenn du dich mit der Planung und Priorisierung deiner Aufgaben schwertust. - Wenn du nicht mit moderner Software arbeiten willst. - Wenn du nicht gern mit anderen kommunizierst. - Wenn du nicht den Anspruch hast, dein Wissen laufend auszubauen. - Wenn du dich nicht mit unseren Werten identifizierst. Benefits - 100 % Remote: Arbeite dauerhaft von zu Hause aus. Alles, was du brauchst, ist eine stabile Internetverbindung. - Arbeite bis zu 170 Tage im Jahr aus dem EU-Ausland! (Weitere Länder nach Absprache möglich). - Nutze bis zu 3 Tage pro Woche die Coworking-Spaces unseres Partners. - Wir bieten dir 24 Urlaubstage im Jahr (auf Basis einer 5-Tage-Woche). - Keine starren Entwicklungspläne: Deine Weiterentwicklung richtet sich individuell nach deinen Stärken. - Flache Hierarchien und kurze Entscheidungswege: Die Stabilität eines extrem erfolgreichen deutschen Hightech-Unternehmens. - Unsere Founder sind Teil unseres Teams: wir agieren ohne externe Investoren. - Selbstbestimmte, ergebnisorientierte Teams: Unternehmenskultur, die auf Eigenverantwortung und direktes Feedback setzt. - Du erhältst von uns modernes Equipment für deine Arbeit. - Internationale, kollaborative Kultur: Arbeite mit einem internationalen Team aus engagierten, klugen Köpfen zusammen. - Echte menschliche Verbindung: Erlebe spektakuläre Team-Events in ganz Europa. - Ownership vom ersten Tag an: Werde ein wichtiger Teil eines A-Player-Teams. - Team Lunches mit Lieferando-Guthaben. - Eigenverantwortliche Aufgabenbereiche und direkte Einbindung von Tag 1 an. - Planbare Stundenanzahl und abgestimmte Arbeitszeiten, die sich mit deinem Studium vereinbaren lassen. - Attraktiver Stundenlohn in Höhe von 17 € brutto.
• Partner with clients and internal stakeholders to successfully deliver implementation and onboarding projects • Support the configuration and setup of SeatGeek products and features, ensuring successful project delivery • Assist with project planning, requirements gathering, testing, launch preparation, and change management activities • Build strong relationships with client stakeholders and serve as a trusted advisor throughout onboarding • Support client go-lives and onboarding milestones, including occasional onsite assistance as needed • Work closely with clients in steady state to ensure smooth day-to-day ticketing operations and successful use of SeatGeek products • Facilitate ticketing launches and operational initiatives, including season ticket renewals, relocations, schedule releases, pre-sales, on-sales, playoffs, deposits, packages, plans, and standalone events across sports and entertainment events • Assist with software configuration and maintenance, including event setup, access control, tax and fee configuration, payment settings, reporting requirements, online offers, and distribution partner integrations • Provide consultative guidance on product capabilities, operational best practices, and new feature adoption • Conduct regular client check-ins to understand evolving business needs and identify opportunities for improvement • Collaborate with Client Success, Product, Support and other cross-functional teams to deliver exceptional outcomes for clients • Contribute to process improvement initiatives that drive efficiency, scalability, and client satisfaction
Associate Vice President, Client Service
Marsh McLennanMarsh McLennan (NYSE: MMC) brings together 85,000 experts in risk, strategy and people.
Role Description Senior Client Executive Services will maintain and expand upon the duties and responsibilities of the Client Executive Service position, including responsibility for retention and expansion of World Class Client accounts and participating in the procurement of new business. This position also acts as an industry expert, resource and thought leader in the Business Insurance Division while taking on expanded role in client relationships. Act as a leader for the service team members to include newer Client Executive Services, Senior Client Managers, Client Managers and Client Administrators. Coordinates Marketing and Risk & Loss colleagues as the need for their expertise occurs. - Oversee ongoing account service activities - Provide thought leadership, strategic analysis and expertise - Design complex insurance programs including loss sensitive programs - Develop strong working relationships with underwriters and marketing - Establish industry expertise and understanding of unique coverages - Maintain book size within the top 10% of peer group for sustained period - Engage effectively in complex Claims situations - Develop strong client relationships and consistently take the lead in client interactions - Maintain CSE level responsibilities with performance above average ratings - Manage/collect receivables in conjunction with Client Sales Executive - Meet regularly with Client Sales Executive to update, advise and inform - Coordinate activities on accounts - Review and deliver summary, proposals and policies - Lead, present and participate in meetings with clients - Maintain current Insurance Summaries on all accounts - Update Exposure Analysis Worksheets annually on all accounts - Meet World Class Client service commitments - Establish a service plan with the client and monitor the plan implementation - Build a strong relationship with the client at various levels in the organization - Participate in new business development and proposals with Client Sales Executive - Pursue opportunities to round out existing client programs with additional and/or increased lines of coverage - Coordinate coverage placement through managing the direction provided to service team - Participate in new business procurement, taking a meaningful role in analysis and presentations - Manage all facets of renewal process - Proactively coordinate with the client and Producer on strategy and planning for client renewals - Initiate client contact and orchestrate renewal strategy meetings - Ability to facilitate or create relevant benchmarking and analytics appropriate for client - Oversee collection of renewal underwriting information and process of preparing and updating underwriting specifications - Coordinate coverage placement through instructions provided to Marketing - Review and deliver binders, invoices, etc. - Advise, inform and involve Client Sales Executive, as required in marketing process - Prepare and deliver proposals - Prepare all orders and instructions to the service team - Manage expiration lists - Ensure renewal timelines are met and timely delivery of policies - Ensure file maintenance and documentation of client communication and account issues - Act as a leader for the service team members - Create an environment oriented to trust, open communication, and cohesive team effort - Demonstrate a positive approach and ability to work effectively with diverse personalities - Facilitate problem solving and collaboration when faced with client difficulties - Focus the team on the internal and external client requirements - Provide necessary business information to enhance the team’s professional development - Ensure deliverables are prepared to satisfy client requirements, cost and schedule - Work closely with department Manager and Director of Client Services to obtain necessary resources - Excellent communications skills and ability to provide clear explanations of complicated coverage or program structures - Independent decision making and excellent judgement in addressing and servicing client and team needs - Project management skills to organize resources - Establish and consistently maintain effective and positive working relationships with colleagues and clients Qualifications - Successful work history to include 10-15 years of service with World Class Clients - Expert knowledge in the property and casualty marketing place - Bachelor’s degree strongly preferred - Maintain a valid unrestricted California Fire & Casualty Solicitors license and a valid Driver’s license - Achieve and maintain advanced insurance designations such as ARM, CPCU or CIC - Excellent understanding of insurance terminology, trends and factors influencing the industry - Advanced skills with MS Office Software (Word, Excel, Power Point and Outlook) - Ability to present complicated information to a variety of interest groups clearly Requirements - Ability to use computer keyboard and sit in a stationary position for extended periods - Work is performed in a typical interior/office work environment - Travel to client sites will be required, usually within driving distance Benefits - Competitive total rewards package - Health and welfare benefits - Tuition assistance - 401K savings and other retirement programs - Employee assistance programs Company Description The applicable base salary range for this role is $117,900 to $219,800. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. Applications will be accepted until: July 20, 2026
Driver Services Associate I
Wheels, Inc.Wheels is a Drug-Free Workplace. All employment is contingent on successful completion of drug and background screening. Wheels is an equal opportunity affirmative action employer and administers all personnel practices without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, marital status or domestic partnership status, disability, protected veteran status or military status, genetic information, or any other category protected under applicable law. Wheels is committed to taking affirmative steps to promote the employment and advancement of minorities, women, persons with disabilities, and protected veterans.
Role Description A Level I, Bilingual Driver Services Associate (DSA) is responsible for resolving customer inquiries in accordance with client guidelines, departmental procedures, product requirements, and company policy across the core products supported in the call center. A Level I DSA will answer inbound calls and make outbound calls in an exceptional service manner to ensure customer satisfaction. In this role, the associate must be able to make decisions and resolve issues, adhere to daily schedule as assigned, accept direction and feedback from management, and respond with sense of urgency to meet service levels and minimize customer wait time. Qualifications - Bilingual (Spanish and/or French) required. - Typing 35+ words per minute. - Working knowledge of Windows operating system. - Strong Customer Service skills. - Excellent communication skills, both soft skills and influencing skills. - Able to deal with difficult and irate customers. - Knowledge of how ACD (call center) environment operates is a plus. - Knowledge of Salesforce case management is beneficial, but not required. - Self-starter, meticulous, ability to handle multiple tasks simultaneously. - Knowledge of automobile leasing industry is beneficial, but not required. Requirements - High School diploma or equivalent required. - Minimum 1 year customer service experience, dealing with customers over the phone or in person, required. - 1-2 years call center experience can be beneficial, but not required. Benefits - Competitive salary. - Extended health, dental, and vision care. - Virtual health. - Paid time off & paid holidays. - Retirement with company match. - Exclusive discount programs. - Wellness programs. - More benefits available. Company Description Wheels is a Drug-Free Workplace. All employment is contingent on successful completion of drug and background screening. Wheels is an equal opportunity affirmative action employer and administers all personnel practices without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, marital status or domestic partnership status, disability, protected veteran status or military status, genetic information, or any other category protected under applicable law. Wheels is committed to taking affirmative steps to promote the employment and advancement of minorities, women, persons with disabilities, and protected veterans.



