Client Account Lead - Financial Services (Insurance)

10+ years of consulting experience 5+ years of experience within Financial Services, with deep domain expertise in Insurance. Proven track record owning and growing strategic accounts with $5–15M+ in annual revenue targets. Hands-on collaboration with data and technology teams for modern data solutions. Demonstrated ability to build executive relationships and influence strategic roadmaps. Experience working in matrixed organizations and influencing cross-functional teams. Willingness and ability to travel up to 50%.

Drive account strategy for Financial Services accounts with an emphasis on Insurance. Own revenue and profitability for accounts, delivering $5–15M+ in annual bookings. Build executive relationships and lead strategic discussions with CxOs and senior leaders. Champion client outcomes by staying close to delivery and ensuring high satisfaction. Represent phData at industry events to grow presence within the insurance vertical. Leverage ecosystem partnerships to add client value and accelerate growth. Lead cross-functional teams to align on account health and project success.