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Client Partner Lead – Financial Services & Insurance - Remote

Posted 2 weeks ago
Sales / Business
Full Time
Worldwide

Overview

The Client Partner Lead for Financial Services & Insurance will drive client strategy, manage sales processes, and build long-term partnerships while leading a team to meet performance goals.

In Short

  • Define and drive industry strategy for Financial Services & Insurance.
  • Manage strategic client relationships and ensure satisfaction.
  • Oversee sales and proposal development.
  • Lead and mentor a team of Client Partners.
  • Manage budgets and ensure accurate reporting.
  • Monitor client satisfaction metrics and facilitate reviews.
  • Support delivery handovers and client advocacy.
  • Translate market data into strategic plans.
  • Engage with diverse client portfolios in German and English.
  • Drive account growth through proactive communication.

Requirements

  • Proven expertise in Financial Services and/or Insurance.
  • Strong strategic thinking and planning skills.
  • Experience in client relationship management.
  • Leadership experience in consultative sales.
  • Excellent communication and presentation skills.
  • Familiarity with project delivery lifecycles.
  • Effective stakeholder management abilities.
  • Proficiency in German and English.

Benefits

  • Comprehensive wellbeing program covering social, physical, emotional aspects.
  • Medical benefits and gym support.
  • Flexible work-life fusion approach.
  • Team events and community engagement.
Accesa logo

Accesa

Accesa is a prominent technology company based in Cluj-Napoca, Romania, with additional offices in Oradea. With two decades of experience, Accesa specializes in transforming business challenges into growth opportunities, serving major brands across sectors such as Retail, Manufacturing, Finance, and Banking. The company offers a comprehensive range of services that encompass the entire digital evolution journey, from ideation and requirements gathering to software development and managed services. With a workforce of over 1,200 IT professionals, Accesa is recognized as an employer of choice for those passionate about technology and problem-solving. The organization prides itself on its customer-centric approach, fostering strong tech teams that deliver significant value to clients, partners, and the community.

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