Financial Services Account Lead/Program Manager

Job Description

CapTech is seeking a highly motivated Account Lead / Program Manager in our Financial services Industry Vertical to drive client account growth and provide solution delivery leadership.

This individual will be responsible for the total health of CapTech’s Financial Services accounts, considering internal and external factors to create the account strategy and plan, energetically leading the process to grow the account through intentional relationship building, leading a team to execute the account plan and ensure delivery success, and partnering with internal CapTech leaders where needed to achieve the account’s goals.

This individual will proactively and regularly review key business metrics to identify areas where action or adjustment is needed to ensure successful outcomes in both account growth and excellent client delivery.

Specific responsibilities for the Financial Services Account Lead / Program Manager include :

• Lead expansion of client relationships through consistent, onsite client engagement, personal initiative, and identification of opportunities to leverage other CapTech leaders.
• Develop and execute an annual account growth strategy, monitoring progress throughout the year and adjusting as needed.
• Identify emerging client needs to build a sales pipeline, collaborating with CapTech’s technical leaders and other Financial services Industry Vertical leaders to secure new solutions-based business.
• Partner with CapTech’s Proposals team to organize and develop winning responses to RFPs and RFIs.
• Manage large and complex consulting engagements with responsibility for overall delivery approach, quality, and client satisfaction.
• Lead the account’s staffing demands, creating right-sized, cross-functional delivery teams positioned to exceed client expectations.
• Establish and oversee a team of account managers to ensure consistent account management practices and total account health in financials, delivery, and people.
• Provide mentoring, development opportunities, and performance feedback to CapTech consultants.

Qualifications

Specific qualifications for the Financial Services Account Lead / Program Manager position include :

• Bachelor’s degree in Business Administration, Information Technology, or equivalent work experience.
• 8+ years of consulting industry experience or strong consulting acumen in professional services related leadership capacity.
• 8+ years of experience in project or program management successfully delivering complex technology solutions, with specific experience delivering projects for state and local government agencies.
• 5+ years of client account management with revenue growth responsibilities and results, or other relevant experience.
• Proven experience identifying and leading the sales of creative and innovative solutions to complex technical / business problems.
• Experience leading and writing RFP responses, creating proposals, and writing statements of responses for government agency work.
• Excellent relationship building, problem solving, decision making, and people leadership skills.
• Preference to those with ownership of book of business across multiple state agencies or specialized acumen in a particular state agency.

Additional Information

We want everyone at CapTech to be able to envision a lasting and rewarding career here, which is why we offer a variety of career paths based on your skills and passions.

You decide where and how you want to develop, and we help get you there with customizable career progression and a comprehensive benefits package to support you along the way.

Alongside our suite of traditional benefits encompassing generous PTO, health coverage, disability insurance, paid family leave and more, we’ve launched extended benefits to help meet our employees’ needs.

• CapFlex Employee-first mentality that supports a remote and hybrid workforce and empowers daily flexibility while servicing our clients
• Learning & Development Programs offering certification and tuition support, digital on-demand learning courses, mentorship, and skill development paths
• Modern Health A mental health and well-being platform that provides 1 : 1 care, group support sessions, and self-serve resources to support employees and their families through life’s ups and downs
• Carrot Fertility Inclusive fertility and family-forming coverage for all paths to parenthood including adoption, surrogacy, fertility treatments, pregnancy, and more and opportunities for employer-sponsored funds to help pay for care
• Fringe A company paid stipend program for personalized lifestyle benefits, allowing employees to choose benefits that matter most to them ranging from vendors like Netflix, Spotify, and GrubHub to services like student loan repayment, travel, fitness, and more
• Employee Resource Groups Employee-led committees that embrace and incorporate diversity and inclusion into our day-to-day operations
• Philanthropic Partnerships Opportunities to engage in partnerships and pro-bono projects that support our communities.
• 401(k) Matching Generous matching and no vesting period to help you continue to build financial wellness

CapTech is an equal opportunity employer committed to fostering a culture of equality, inclusion and fairness each foundational to our core values.

We strive to create a diverse environment where each employee is encouraged to bring their unique ideas, backgrounds and experiences to the workplace.

For more information about our Diversity, Inclusion and Belonging efforts, click HERE .

At this time, CapTech cannot transfer nor sponsor a work visa for this position. Applicants must be authorized to work directly for any employer in the United States without visa sponsorship.