Financial Services Account Lead/Program Manager
CapTech Ventures
- USA
- Permanent
- Full-time
- 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.
- 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.
- 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