Client Principal, Financial Services

🕒 February 26

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SunnyData

WebsiteLinkedInAll Job Openings

51 - 200 employees

🤝 B2B

🤖 Artificial Intelligence

🏢 Enterprise

B2B • Artificial Intelligence • Enterprise

SunnyData is a Databricks-focused data engineering and AI consulting firm that helps organizations modernize their data platforms, migrate legacy EDWs and data lakes to Databricks, and operationalize AI/ML and GenAI initiatives. The company provides Databricks-certified engineers, migration accelerators, data governance, MLOps, and domain expertise for industries such as healthcare and financial services.

📋 Description

• Manage a portfolio of Financial Services accounts with a focus on "farming" and expansion. • Own the commercial strategy and negotiations. • Proactively identify whitespace opportunities across data engineering, advanced analytics, ML/AI, and cloud transformation to drive continued growth. • Serve as the ultimate point of accountability for client concerns. • Monitor and document value creation, translating technical wins into clear "customer stories" and business outcomes for stakeholders. • Build and sustain relationships with C-level executives and senior business stakeholders.

🎯 Requirements

• 7 to 10 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), with the ability to discuss sector-specific constraints like security, compliance, and risk. • Proven "PMO experience" or background as an Engagement Manager is strongly preferred. You must have the rigor to manage governance, scope, and margins effectively. • Required experience with **Databricks** (or similar modern data platforms). You must have the credibility to engage confidently with client technical leaders and translate complex technology into business value. • 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.

🏖️ Benefits

• Health Insurance: Employees and their eligible family members, including spouses, domestic partners, and children, are eligible for coverage from the first day of employment. • Paid Time Off: Start your career at SunnyData with a minimum of 15 days Paid Time Off annually, plus nine paid company Holidays.