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Client Partner, Financial Services

HDJ & Associates, Inc.

Dallas, TX, United States Full-time May 31, 2026
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Opportunity Description

Our client is seeking a Client Partner to expand their Data and AI services and solutions to increase revenue and deepen relationships within an assigned portfolio of Financial Services accounts. This role is ideal for a consultative, relationship-driven seller who excels at account planning, executive alignment, retention, and expansion, while partnering tightly with delivery teams to ensure long-term customer success. Key Responsibilities Identify and expand opportunities across new and existing AI, Data Management, Master Data Management, Data Governance, Data modernization initiatives Build multi-year account plans including whitespace analysis, relationship maps, and growth plays within assigned BFSI accounts Develop trusted executive relationships with senior AI, Data, Technology, and Business leaders Collaborate with delivery leaders to ensure customer outcomes and high satisfaction Manage escalations professionally and protect client relationships Support commercial strategy: p...
Full-time other-general

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