Client Partner - Banking, Financial Services and Insurance ID-18287

June 12, 2025

📋 Description

• Cultivate and deepen mutually valuable relationships with key contacts across your assigned BFSI portfolio. • Collaborate with Industry & Category General Managers, Practice Leaders, and Delivery teams to drive solution-led discussions with clients. • Maintain excellent CRM (SFDC) hygiene, including but not limited to opportunities, contact records, buying centers, and org charts. • Develop & execute on account strategies for your assigned client portfolio. • Work closely with Enterprise Sales Executives on identifying & executing across various areas for account expansion.

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🎯 Requirements

• Bachelor’s degree is required. • Experience engaging and selling into medium-to-large Banking, Insurance, and Financial Services institutions. For instance, experience as a Director or Client Service Partner role with a top consulting firm. • Must be comfortable engaging C-level executives on industry trends impacting Financial Services institutions. • Extensive experience in engaging and selling Consulting or Managed Service solutions, particularly within Banks, Insurance or other Financial Services organizations. • Proven track record in full-cycle sales of large, complex, multi-phase, managed technology projects to enterprise clients with $2B+ in annual revenue. • A well-rounded understanding of emerging technologies and ability to have an informed discussion about software delivery and development concepts with prospective clients. • Ability to build and execute account plans that lead to consistent portfolio growth and a healthy pipeline. • Proven success in prospecting, running virtual sales calls, and leading sales pursuits backed by a multidisciplinary team. • Experience negotiating complex service agreements with procurement and legal departments within enterprise accounts. • Regular or periodic travel to meet and engage with Toptal clients and customers both inside and outside of your geographic location. • Outstanding written and verbal communication skills. • Ability to work in a fast-paced, rapidly growing company and handle a wide variety of challenges, deadlines, and a diverse array of contacts. • You must be a world-class individual contributor to thrive at Toptal. You will not be here just to tell other people what to do.

🏖️ Benefits

• Participation in a 401(k) retirement plan • Medical, dental, and vision health insurance plans • Basic life insurance coverage and short-term and long-term disability coverage • Access to flexible spending, dependent care, and health savings accounts • Access to telehealth virtual doctors • Employee assistance program • Flexible paid time off

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