Client Partner – Data & Analytics Services

Remote, East Coast, USA

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Client Partner – Data & Analytics Services position

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Requirement Date: 8/15/23

Position Name / Role: Senior Client Partner

Vertical Expertise: Financial Services preferred

Location: Prefer NYC (tristate area), East Coast secondarily

Number of Positions Open: One

Target Start Date: September


  • A proven sales hunter and closer.
  • 6-8+ years of enterprise-level Professional Services sales experience
  • 3+ years industry experience within Financial Services.
  • Successful field sales experience preferred with an emphasis on:
    • Visual Analytics (Tableau),
    • Cloud Data Engineering (Snowflake/Starburst).

Job Responsibilities:

  • Create and drive revenue within a specified list of named accounts by identifying and closing new business within named accounts.
  • Carry a $6MM quota once fully ramped. First year quota will be ramped at $3MM.
  • Generate business opportunities through professional networking and cold calling within named accounts.
  • Drive brand awareness, campaigns, and lead generation via networking, associations, etc.
  • Meet and exceed all quarterly and annual sales quotas
  • Own the sales cycle – from lead generation to closure
  • Develop strategic territory business plan for named accounts.
  • Maintain account and opportunity forecasting within Salesforce – including the use of Miller Heiman planning tools.
  • Generate leads from tradeshows and regional networking events.
  • Ensure 100% customer satisfaction and retention.

Skills Required:

  • Executive presence and strategic problem-solving depth
  • Be able to work independently & as part of a team in a fast pace, rapid change environment
  • Interacts well with both technical and non-technical customers, attains relevant technical and business requirements, analyzes information and designs comprehensive solutions.
  • Develops visually rich and professional presentation and proposal documents targeted to varying audiences of business and technical aptitude.
  • Conducts solutions presentations and obtains customer acceptance to solution design.
  • A particular desire to continually study new technologies and functionality, as well as be involved in projects that push the capabilities of existing technologies.
  • Strong communication skills, both written and verbal. Able to effectively develop materials that are appropriate for the audience and evangelize best practices.
  • Strong presentation skills. Able to effectively present and defend point of view to a variety of audiences.
  • Ability to work independently and be a self-starter, prioritize, multitask and perform effectively under pressure.
  • Regular travel (expected 25-50%), variable.