Client Principal (Financial Services)

The role

You will act as a strategic Farmer and Engagement Lead for critical Financial Services accounts. You will manage account lifecycles, lead commercial strategies, and serve as a Trusted Advisor to C-level executives.

What you will do

• Manage a portfolio of Financial Services accounts with a focus on expansion.
• Meet annualized bookings targets, maximize Net Revenue Retention, and drive account profitability.
• Lead commercial strategy and negotiations including SOWs, renewals, and MSA amendments.
• Identify expansion opportunities across data engineering, analytics, ML/AI, and cloud transformation.
• Coordinate with cloud and ISV partners to unlock funding and support client outcomes.
• Serve as the point of accountability for client concerns and resolve issues.
• Govern engagement scope, budget, timelines, and dependencies.
• Monitor and document value creation and business outcomes.
• Provide feedback to delivery teams and monitor morale.
• Build and sustain relationships with C-level executives and senior business stakeholders.

Required qualifications

• 7 + years in strategic account ownership, Client Principal, or Engagement Lead roles within consulting or technology services.
• Deep experience serving the Financial Services vertical (banking, insurance, asset management, payments).
• Required experience with Databricks (or similar modern data platforms).
• Strong executive presence with the ability to influence roadmaps and drive decisions at the senior level.
• Proven track record of growing enterprise accounts with direct accountability for multi-million-dollar revenue targets.

Nice to have

• proven PMO experience or background as an Engagement Manager
• Bachelor's degree
• MBA or equivalent

Benefits

• Health Insurance for employees and eligible family members from the first day of employment.
• Minimum of 15 days Paid Time Off annually.
• Nine paid company Holidays.
• Performance-based cash incentive awards.

About the company

SunnyData is a Databricks technology partner that empowers customers with scalable architectures, data engineering pipelines, and AI applications.