Client Partner

We are seeking a dynamic and experienced Client Partner to join our growing team in Dallas. The ideal candidate will have a proven track record of building and managing executive-level relationships in the financial services and banking sector. Experience working with mortgage clients is a significant advantage.

The Client Partner will serve as the trusted advisor and primary point of contact for strategic accounts, responsible for driving growth, managing client satisfaction, and aligning our services / solutions to customer needs.

Key Responsibilities

• Own and grow a portfolio of financial services and banking clients, with a focus on mortgage lending and servicing.
• Serve as the strategic partner for C-suite and senior business / technology leaders, driving engagement and long-term relationships.
• Identify client challenges and opportunities, and position our digital, AI, and automation solutions to create measurable business value.
• Lead the account strategy and partner with delivery teams to ensure high client satisfaction and successful project outcomes.
• Develop and execute account growth plans, including upsell, cross-sell, and new solution introductions.
• Drive revenue growth and meet / exceed assigned sales and account targets.
• Act as the voice of the customer internally to influence product roadmaps and service offerings.
• Represent the company at industry events, conferences, and client meetings in Dallas and across the region.

Qualifications

Why Join Us?

Role

Roles & Responsibilities

Serve as the primary point of contact and trusted advisor for key banking and mortgage clients in the Dallas region.

Develop and execute account growth strategies including upsell, cross-sell, and new solution offerings.

Own and manage the end-to-end account plan, ensuring alignment with client business objectives.

Leverage knowledge of financial services, banking, and mortgage processes to engage effectively with client stakeholders.

Ensure contract adherence, account governance, and delivery excellence across all engagements.

Represent the company at industry forums, conferences, and networking events in the Dallas market.