Job Specifications
Our client is seeking a highly experienced Senior Client Engagement Manager with a strong background in IT services and proven expertise in the Banking and Financial Services domain.
The ideal candidate will bring 15+ years of experience, including 10+ years in client-facing roles within BFSI, and a strong track record of managing large portfolios, with P&L responsibility for accounts exceeding $30M in annual revenue. This leader will play a pivotal role in nurturing strategic client relationships, driving account growth to $100M+, orchestrating delivery excellence, and enabling digital transformation initiatives.
Candidate should be able to harvest client relationships, and span across multiple business of the account, providing client oversight, value thought leadership and engage with all client business / diverse project teams for the overall functioning of the growth account.
Principal Accountabilities
Client Relationship Management (25%)
Act as the primary strategic partner for CXO-level clients across global banking enterprises.
Cultivate strategic and trusted advisor-level relationships with client executives and senior
stakeholders in the Banking & Financial Services domain.
* Build and maintain strong CXO-level relationships (CIO, CTO, COO, Chief Risk Officer, Heads of
Technology/Operations).
* Serve as the single point of accountability for client satisfaction and executive
communication.
* Conduct quarterly business reviews (QBRs) with client stakeholders to review performance,
share insights, and align roadmaps.
* Partner with clients to co-create digital transformation journeys and innovation agendas.
* Manage client perceptions and ensure high satisfaction through regular feedback mechanisms
and follow-ups.
Revenue Growth & PnL Ownership
Own and manage a $30M+ portfolio with direct responsibility for growing revenues and
improving profitability, with the aim of scaling to $100M+.
* Develop annual account plans aligned with client budgets and IT spending forecasts.
* Identify and pursue revenue growth opportunities: new service areas, technology upgrades,
managed services, consulting engagements, etc.
* Partner with sales/pre-sales to close large transformational and annuity deals.
* Drive expansion into adjacent business units, geographies, and services within the client
ecosystem.
* Regularly monitor and optimize P&L metrics: gross margins, EBITDA, revenue realization, etc.
* Define and track OKRs/KPIs across financial, delivery, and customer satisfaction dimensions.
Digital / Product Core Transformation Advisory
Lead the IT modernization efforts of banking clients by aligning solutions to their transformation
goals and industry trends.
* Assess the client's legacy environment and identify transformation levers such as:
o Core banking modernization
o Payments platform upgrades
o Data platform & analytics transformation
o Open Banking/Embedded Finance
o AI/ML in risk, fraud, and compliance
* Partner with domain consultants and architects to co-create solution roadmaps and
transformation blueprints.
* Evangelize next-gen technologies such as AI, cloud-native platforms, API ecosystems, and RPA across client engagements.
* Create POVs, white papers, and transformation workshops that support executive decision-
making.
Delivery Oversight & Governance
Ensure consistent delivery excellence, risk management, and SLA adherence across all
active engagements and programs.
* Set up engagement governance structures (Steering Committees, PMO, Risk Registers) with
internal and client stakeholders.
* Drive structured program reviews, milestone tracking, and proactive risk management.
* Enable operational efficiency through delivery KPIs - on-time delivery, defect leakage,
productivity, etc.
* Ensure all contractual obligations (SLAs, SOWs, timelines) are met or exceeded.
* Intervene in escalations and provide hands-on leadership in issue resolution or customer
dissatisfaction cases.
* Promote Agile/DevOps adoption where applicable for faster time-to-market.
Cross-functional Leadership & Collaboration
Align and lead internal teams across business development, delivery, marketing, and
domain functions to deliver value to the client.
* Build and lead a cross-functional "virtual account team" spanning geographies and
functions.
* Collaborate with delivery leaders to plan and manage resource allocation, talent needs,
and utilization.
* Work closely with solution architects, SMEs, and marketing to shape innovative and
tailored proposals.
* Coordinate RFP/RFI responses and oral presentations to CXOs.
* Foster collaboration across sales, delivery, finance, HR, and compliance teams to ensure
holistic account health.
Strategic Planning and Client Account Strategy
Define and execute a long-term strategic growth plan for the account, aligning with client vision
and industry shifts.
* Lead annual account planning exercises to chart multi-year growth go
About the Company
ProEdge Services is a premier executive search and consulting firm with a strong presence across India, the Middle East, and Canada. Renowned for tackling even the most complex assignments, we have earned the trust of leading organizations and high-growth startups alike to identify and secure their critical talent. Our approach centers on close collaboration with our clients, allowing us to deliver exceptional service grounded in deep industry experience and specialized expertise. The senior leadership team at ProEdge Servic...
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