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About the Role
The Client Partner (CP) is a strategic, quota-carrying role focused on growing Vertical Relevance’s business in financial services. You will find and close professional services engagements, build trusted relationships with business and technology leaders, and position Vertical Relevance as the partner of choice for AWS cloud and AI transformation.
Responsibilities
- Identify and close new professional services opportunities across banks, asset and wealth managers, insurers, and payments firms
- Build pipeline across all seven AWS competencies, and connect opportunities across them
- Use personal networks, AWS account teams, and internal relationships to generate qualified pipeline
- Run the pursuit from first meeting through executive briefings, assessments, proofs of value, and SOW
- Lead direct sales with financial services clients: originate opportunities, run the pursuit, build the relationship with the economic buyer, and close the SOW
- Work closely with AWS account managers, partner development managers, and AWS field teams
- Build joint account plans, use AWS funding and buying programs such as MAP, proof-of-concept funding, and AWS Marketplace
- Position Vertical Relevance’s AWS Premier Tier status and competencies
- Run co-sell motions with partners, including AWS ProServe engagements and staffing requests through the AWS partner delivery process, and joint pursuits with Anthropic and other technology partners
- Identify where GenAI and agentic AI create value for clients
- Position our GenAI Center of Excellence, agentic reconciliation, and AI-driven vulnerability management offerings
- Address the questions financial services buyers ask about AI: model risk, data privacy, security, controls, and regulatory expectations
- Build and maintain relationships with decision-makers at target accounts
- Position Vertical Relevance as a strategic partner for business and technology consulting
- Manage client relationships through the full sales cycle and into delivery
- Work with delivery teams to build competitive proposals, estimates, and SOWs
- Build joint go-to-market plans with our technology partners
- Bring in competency leads and solution architects at the right moment to shape solutions, demos, and proposals
- Drive account planning to expand within existing clients and win new logos
- Manage multiple deal cycles at once while keeping pipeline and forecast data accurate in the CRM
- Meet or exceed quarterly sales quotas through strategic, outcome-based engagements
- Grow accounts through a steady series of follow-on SOWs and change requests
- Restructure scope and pricing when a client’s budget or priorities shift
- Own the full commercial lifecycle past signature: client procurement and vendor risk steps, resource requests, onboarding, billing start, milestone invoicing, and collections
- Act as a trusted advisor who understands each client’s business challenges and offers tailored solutions
- Represent Vertical Relevance at industry events, executive roundtables, and partner forums to build brand awareness and thought leadership
Requirements
- Minimum of 3 years selling professional services (consulting, systems integration, or technology services) into the financial services industry
- Demonstrated experience selling AWS cloud services
- Track record of leading direct sales with financial services clients as the primary relationship owner
- Experience working with AWS partnership teams
- Active or past responsibility for co-selling with partners such as AWS ProServe or Anthropic is a plus
- Proven record of meeting or exceeding quotas for professional services
- Ability to explain technical concepts in business terms at every level of an organization
- Familiarity with business development methods, including technology roadmaps, assessments, and proofs of value
- Bachelor’s degree required
Skills
- AWS cloud services
- GenAI
- Agentic AI
- Financial services advisory
- AI value and strategy
- Governance, risk, and regulatory work
- Program leadership
- Data strategy
- Production AI
- Human-in-the-loop design
- Financial services domain agents
- Vulnerability remediation at scale
- AWS in regulated industries
- AWS cloud transformation
- Application modernization
- SRE and resiliency engineering
- AI foundations on AWS
- Enablement
- Connecting pillars into one story
- Positioning differentiators
- Presentation skills
- Business development methods
Location
- Remote
Work Type
- Full-time
Experience Level
- 3+ years selling professional services into financial services
- Proven record of meeting or exceeding quotas
Education Level
- Bachelor's degree required
- Advanced degrees or certifications in cloud (e.g., AWS), AI, or related fields are a plus
About the Company
- Vertical Relevance is an AWS Premier Tier Partner.
- Our model is domain-led, agentic by design, and platform-backed: financial services advisory, agentic AI delivery, and AWS cloud and AI platform engineering.
- Each competency is backed by 35+ AWS reusable solution accelerators (playbooks, blueprints, modules, and libraries) that shorten timelines and reduce risk.
- At Vertical Relevance, you’ll work alongside industry experts who average more than 20 years of financial services experience, and alongside AWS practitioners who build cloud platforms, modernize applications, and deploy GenAI and agentic AI for some of the largest firms in the industry.
- We offer a collaborative environment focused on delivering meaningful results for clients while fostering professional growth for our people.
Equal Opportunity
- Vertical Relevance is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.