Client Partner - Financial Services

As a Client Partner - Financial Services at Blend360, your primary responsibilities include identifying new business opportunities, building effective relationships within the client organization, and collaborating with our team of experts to present our innovative AI and data engineering services. You will manage the sales process, negotiate pricing, and ensure the highest level of client engagement and satisfaction throughout the project lifecycle.

To qualify for the Client Partner - Financial Services position at Blend360, candidates are expected to have a minimum of 7-10 years of proven experience in selling professional services, particularly in data science, data engineering, and marketing operations. Previous experience in the financial services industry and strong consultative selling skills are essential for success in this role.

In this role, you will engage in a structured sales process that involves identifying potential clients, documenting sales activities and updates, and managing proposals and Statements of Work (SOW). You'll closely monitor your KPIs for outreach and meetings while ensuring clear communication and organization throughout the selling process.

Client engagement is crucial for the Client Partner - Financial Services at Blend360. It ensures that projects progress smoothly and helps discover new opportunities to deepen the client relationship. By staying actively involved and attentive to client needs, you can drive sustained growth and satisfaction.

Blend360 is deeply committed to diversity and equality in the workplace. We believe that a diverse workforce is fundamental to our growth and success. In the Client Partner - Financial Services role, you will be part of a company that actively seeks to improve its hiring practices and create an inclusive environment for all employees, ultimately benefiting our clients.

When answering this question, focus on a specific instance where you recognized an untapped area within a client’s organization. Highlight your research, the strategies you employed to engage with the client, and the results achieved. It's essential to demonstrate your understanding of relationship-building and consultative selling.

In your response, emphasize your communication skills and adaptability in addressing the needs of technical and non-technical stakeholders. Share examples of how you've tailored your approach based on audience and established rapport through trust and transparency.

Discuss methods such as setting clear KPIs, maintaining detailed documentation, and utilizing CRM tools to track progress. Highlight how these strategies help you keep focus, ensure follow-ups, and enhance the overall efficiency of your sales efforts.

Illustrate your approach to objection handling by discussing how you listen carefully to the client's concerns, acknowledge them, and then respond with facts or alternative solutions. Aim to show that your goal is to find mutually beneficial outcomes while maintaining the profitability for Blend360.

Be prepared to share specific experiences within the financial services sector, detailing roles and projects that highlight your understanding of industry challenges and requirements. Show how this expertise allows you to identify and propose effective data-driven solutions.

Research Blend360 and its offerings, especially related to AI, ML, and data engineering for financial services. Convey your understanding of our unique value proposition. Discuss how these align with your background and strengths.

Detail the process you follow for proposal writing, from initial client discussions to drafting clear, actionable documents. Emphasize your ability to tailor these proposals to match client needs and ensure clarity in deliverables.

Discuss tools and techniques you use for organization, like project management software, calendars, and regular check-ins. Illustrate how these help you balance priorities and prevent oversight.

Share a specific instance where you worked harmoniously with a Subject Matter Expert to develop a solution for a client. Highlight the importance of combining expertise to enhance the proposal and ultimately deliver great results.

Discuss strategies for ongoing communication and engagement, such as regular updates, feedback sessions, and proactive check-ins. The aim is to show that sustaining a strong relationship is essential for potential upsells and continued satisfaction.