Managing Client Principal, Digital – Financial Services, Banking

🕒 June 25

🇺🇸 United States – Remote

⏰ Full Time

🔴 Lead

💸 Financial Planning and Analysis (FP&A)

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Presidio

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💼 Consulting

🏥 Healthcare

📦 Logistics

Consulting • Healthcare • Logistics

Presidio is a global IT solutions and services firm that designs, implements, and manages agile, secure digital platforms to help enterprise customers accelerate digital transformation. Its offerings include cloud migration and modern platforms, managed services, AI and data analytics (including agentic and private AI), cybersecurity, networking, collaboration, and lifecycle/finops and procurement/consumption financing. Presidio serves regulated and enterprise sectors such as healthcare, media & entertainment, finance, public sector and utilities.

📋 Description

• 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.

🎯 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