Client Principal – Financial Services

🔥 15 minutes ago

🇺🇸 United States – Remote

⏰ Full Time

🔴 Lead

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 22%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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SunnyData

WebsiteLinkedInAll Job Openings

51 - 200 employees

💼 Consulting

🏥 Healthcare

📦 Logistics

Consulting • Healthcare • Logistics

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

• Own and expand a portfolio of Financial Services accounts • Meet annualized bookings targets and maximize Net Revenue Retention and account profitability • Lead commercial strategy and negotiations • Create SOWs, renewals, and MSA amendments with legal and delivery teams • Identify expansion opportunities across data engineering, advanced analytics, ML/AI, and cloud transformation • Coordinate with AWS, Azure, and Databricks partners • Serve as the ultimate point of accountability for client concerns and resolve escalations • Govern engagement scope, budget, timelines, and dependencies • Monitor and document value creation and translate technical wins into customer stories and business outcomes • Track delivery team morale and eNPS, provide feedback, and motivate the team • Build relationships with C-level executives and senior business stakeholders • Lead annual and quarterly account planning • Organize and facilitate Quarterly Business Reviews • Act as strategic Farmer and Engagement Lead for critical Financial Services accounts

🎯 Requirements

• 7+ years of experience in strategic account ownership, Client Principal, or Engagement Lead roles within consulting or technology services • Deep experience serving the Financial Services vertical, including banking, insurance, asset management, or payments • Ability to discuss security, compliance, and risk constraints specific to Financial Services • Proven PMO experience or background as an Engagement Manager is strongly preferred • Experience with Databricks or similar modern data platforms • Ability to engage confidently with client technical leaders and translate complex technology into business value • Strong executive presence and consultative selling skills • Proven track record of growing enterprise accounts with direct accountability for multi-million-dollar revenue targets • Ability to build a function in a high-growth environment and work in ambiguity • Willingness to be strategic and hands-on • Ability to align cross-functional Delivery, Sales, and Solutions teams around clear outcomes • Bachelor's degree is preferred; MBA or equivalent preferred • Willing and able to travel up to 50% • Legally authorized to work in the United States

🏖️ Benefits

• Health insurance coverage for employees and eligible family members from the first day of employment • Minimum 15 days of paid time off annually • Nine paid company holidays • Performance-based cash incentive awards • Professional development and career advancement opportunities • Opportunity to grow technical and people skills • Innovative environment using cutting-edge data engineering and AI technologies • Collaborative culture and knowledge sharing