AdTechTalent
Sales1 month agoRemote

Merkle

VP, Client Partner

vpfinancial servicesconsultative sellingcrmcdpanalyticsmarketing technologydigital experienceclient leadershipsalesaccount managementpipeline managementstrategic advisor

Key details

Salary

$197K – $229K

Employment type

Full-time

Seniority

Vp

Years experience

10+

Location

New York, US

Full job description

The VP, Client Partner is a senior leadership role responsible for managing and growing a portfolio of Financial Services clients. The role involves consultative selling, executive relationship management, and cross-functional leadership to deliver integrated solutions across digital experience, data, marketing, and technology. Key responsibilities include client retention and revenue growth, building trusted relationships with senior stakeholders, leading sales engagements, partnering with internal teams to execute solutions, and managing account planning and forecasting. Candidates must have 15+ years of experience in client leadership or enterprise sales, strong Financial Services industry knowledge, proven success managing large client portfolios, and expertise in CRM, CDP, analytics, and marketing technology solutions. The position is remote, based in New York, and offers a salary range of $197,225 to $228,750 plus discretionary incentives. Benefits include medical, vision, dental, life insurance, disability insurance, 401k, flexible PTO, paid holidays, sick leave, and parental leave.

What you'll do

  • Own and grow a portfolio of Financial Services clients, driving retention, satisfaction, and revenue expansion
  • Identify and convert growth opportunities by aligning client needs with integrated solutions across digital experience, data, analytics, and marketing technology
  • Build trusted relationships with senior stakeholders, including C-suite, acting as a strategic advisor
  • Lead consultative sales engagements including discovery, solution development, and executive storytelling
  • Bring a holistic, cross capability approach connecting digital experience, data, analytics, and marketing transformation into a cohesive client strategy
  • Partner with internal strategy, delivery, and technical teams to design and execute high impact solutions
  • Drive account planning, forecasting, and pipeline management to sustain long term growth
  • Navigate complex client environments including compliance, regulatory considerations, and multiple stakeholder groups

Requirements

  • 15+ years of experience in client leadership, consulting, or enterprise sales within a consultancy, agency, or digital services organization
  • Experience working with Financial Services clients such as banking, insurance, wealth management, or fintech
  • Knowledge of Financial Services industry dynamics and regulatory environments
  • Proven success managing and growing client portfolios (5M to 20M range)
  • Experience selling across digital experience, customer transformation, and marketing and technology ecosystems
  • Working knowledge of CRM, CDP, analytics, content, and personalization solutions
  • Track record of leading consultative sales cycles from problem definition through solution and close
  • Experience working in matrixed organizations and leading cross functional teams
  • Strong Financial Services acumen
  • Consultative selling mindset focused on business outcomes
  • Executive presence with strong communication and storytelling skills
  • Strategic thinking with a hands-on, solution-oriented approach
  • Strong collaboration across multidisciplinary teams
  • Commercial acumen including forecasting, pipeline management, and account planning
  • Adaptability and curiosity in a rapidly evolving digital and customer experience landscape

Tech stack

CRMCDPanalyticscontentpersonalizationdigital experiencemarketing technology

Benefits

Medical, vision, and dental insuranceLife insuranceShort-term and long-term disability insurance401kFlexible paid time offAt least 15 paid holidays per yearPaid sick and safe leavePaid parental leave

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