Job Summary
The Client Partner (CP) role at Vertical Relevance is a strategic position focused on driving business growth within the financial services sector. As a CP, you will be responsible for identifying and closing new consulting opportunities, cultivating relationships with key decision-makers, and positioning Vertical Relevance as a trusted partner for business and technology consulting solutions.

Key Responsibilities

• Business Development
  • Identify and close new consulting opportunities in financial services.
  • Develop and execute sales strategies to effectively position Vertical Relevance's services.
  • Leverage personal networks and internal relationships to generate leads.
• Client Relationship Management
  • Establish and maintain relationships with key decision-makers at target accounts.
  • Position Vertical Relevance as a strategic partner for business and technology consulting solutions.
  • Manage client relationships throughout the sales cycle.
• Collaboration & Strategy
  • Work with internal delivery teams to develop competitive proposals and estimates.
  • Collaborate with solution partners (AWS, ServiceNow) to create go-to-market strategies.
  • Drive account planning processes to uncover opportunities within existing clients and develop new logos.
• Sales Execution
  • Manage multiple deal cycles concurrently while maintaining accurate pipeline and forecast data.
  • Meet or exceed quarterly sales quotas by driving revenue growth through strategic engagements.
• Leadership & Advocacy
  • Act as a trusted advisor to clients by understanding their business challenges and offering tailored solutions.
  • Represent Vertical Relevance at industry events to build brand awareness and network with potential clients.

Skills & Qualifications

• Minimum of 3 years of experience selling consulting services or software solutions into the financial services industry.
• Proven track record of meeting or exceeding sales targets in a consultative selling environment.
• Strong presentation skills with the ability to communicate effectively at all organizational levels.
• Familiarity with business development methodologies, including technology roadmaps and assessments.
• Bachelor's degree required; advanced degrees or certifications in relevant fields are a plus.

Industry Focus

• Financial Services (Wealth Management, Asset Management, Insurance, Banking, Cards / Payments)
• Cloud Computing (AWS)
• Client Solutions (ServiceNow)

Why Join Vertical Relevance?
At Vertical Relevance, you'll work alongside industry experts averaging over 20 years of experience in financial services. We offer a collaborative environment focused on delivering meaningful results for our clients while fostering professional growth for our employees.