Client Partner, Insurance at Obin AI | New York, NY | Rezi

Client Partner, Insurance at Obin AI

Client Partner, Insurance

Obin AI · New York, NY

4 days ago

Client Partner, Insurance

Obin AI · New York, NY

5 days ago
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About the Role

Obin is seeking a seasoned Client Partner to manage and grow relationships within the Financial Services industry, specifically focusing on insurance clients. This senior, client-facing role involves driving expansion initiatives from conception to execution, acting as a trusted advisor to C-suite stakeholders, and shaping Obin's strategic positioning within the insurance vertical.

Responsibilities

  • Own and grow the commercial relationship with Obin's flagship insurance clients, serving as the primary point of contact across new expansion opportunities.
  • Lead client-facing workshops that translate ambitious, firmwide transformation goals into concrete, scoped initiatives Obin can deliver against.
  • Represent Obin credibly in front of senior executives.
  • Partner closely with Obin's forward-deployed, product, and engineering teams alongside AMs to shape and pilot new initiatives, then drive them to signed, funded engagements, handing off to the delivery team for execution.
  • Act as the internal voice of the client, ensuring stakeholders across product, commercial, engineering, and delivery understand context, priorities, and stakeholder dynamics.
  • Serve as an industry expert on insurance, sharpening how Obin positions its pitch, roadmap, and product narrative for this deal and the vertical's broader go-to-market strategy.

Requirements

  • 12+ years of experience, with a strong insurance background and consulting experience.
  • Deep understanding of the insurance industry's operating model and the business and regulatory context that shapes technology transformation there.
  • Experience working closely with product and technology teams, and comfort operating at the intersection of commercial and technical conversations.
  • A track record managing and growing complex, multi-stakeholder enterprise relationships, ideally including firmwide or cross-business-unit transformation initiatives.
  • Experience running executive-level workshops and translating ambiguous strategic goals into scoped, actionable workstreams.
  • Excellent executive presence and communication skills, with credibility in front of C-suite stakeholders at major financial institutions.
  • Excitement about operating in an early-stage environment, with the potential to shape both the company and the industry.

Experience Level

  • 12+ years of experience

About the Company

  • Obin is expanding its strategic footprint in the Financial services industry and playing a pivotal role in most critical firmwide transformations — spanning the Insurance Advisory business, FP&A, the Office of the Chief Investment Officer and more.