Client Partner Lead – Financial Services & Insurance

Company Description

Accesa is a leading technology company headquartered in Cluj-Napoca, with offices in Oradea and 21 years of experience in turning business challenges into opportunities and growth.

A value-driven organisation, it has established itself as a partner of choice for major brands in Retail, Manufacturing, Finance, and Banking. It covers the complete digital evolution journey of its customers, from ideation and requirements setup to software development and managed services solutions.

With more than 1,200 IT professionals, Accesa also has a fast-growing footprint, establishing itself as an employer of choice for IT professionals who are passionate about problem-solving through technology. Coming together in strong tech teams with a customer-centric approach, they enable businesses to grow, delivering value for our clients, partners, industry, and community.

You’ll define and drive client strategy, identify goals and challenges, and manage the sales process to create new opportunities. Working closely with a Retail-focused team — including a Market Development Partner, Direct Sales Lead, and Retail Sector Lead — you’ll help shape project direction, respond to market needs, and align our solutions with client expectations.

As a Client Partner Lead for the Financial Services & Insurance segment, you will own the strategy, revenue goals, and client relationships across your portfolio. You’ll build and maintain long-term partnerships, ensure client satisfaction, and drive account growth. In this role, you’ll guide a team of Client Partners, supporting them in developing account strategies, sharing industry insights, and meeting performance goals in line with Accesa’s 5-star customer experience standards.

Working cross-functionally with Sales, Marketing, Delivery, Presales, Legal, and Finance, you’ll help shape the strategic direction of our initiatives in the Financial Services & Insurance space.

Responsibilities:

1. Industry Strategy and Market Leadership

• Define and drive the Financial Services & Insurance (FSI) industry strategy, aligning with market trends, regulations, and technologies.
• Act as a thought leader, representing Accesa in external forums and shaping industry positioning.

2. Client Relationship Management and Growth

• Own strategic client relationships, ensuring proactive communication, issue resolution, and strategic alignment.
• Develop and maintain client plans that focus on long-term growth, cross-sell/upsell opportunities, and pipeline management

3. Sales Enablement and Commercial Oversight

• Oversee sales and proposal development, ensuring offers are aligned with client needs, profitability targets, and compliance.
• Partner with Delivery to manage project scope, pricing, and overall account profitability.

4. People Leadership and Talent Development

• Lead and coach a team of Client Partners, building capabilities in strategic account management and consultative selling.
• Drive performance through clear goals, feedback cycles, and professional development.

5. Operational Excellence and Governance

• Manage budgets, ensure accurate CRM reporting, and foster a data-driven approach to decision-making and forecasting.
• Implement continuous improvement based on client feedback and internal evaluations

6. Client Satisfaction and Strategic Stakeholder Engagement

• Monitor and improve client satisfaction metrics, facilitating executive-level reviews and governance sessions.
• Support delivery handovers and turn satisfied clients into advocates through references and co-marketing.

• Deep Industry Knowledge: Proven expertise in the IT sector, specifically in Financial Services and/or Insurance, keeping up with market evolution, regulatory changes, and sector best practices.
• Strategic Thinking & Planning: Capable of translating market data, client feedback, and emerging tech trends into a clear strategy for the industry segment.
• Proven Client Relationship Management: Track record in building trust-based relationships, driving revenue growth, and ensuring high client satisfaction.
• People Leadership: Experience leading, mentoring, and coaching teams, with a focus on consultative sales, account management, and collaborative problem-solving.
• Excellent Communication & Presentation Skills: Adept at influencing senior stakeholders (both internal and client-side), creating concise presentations, and delivering persuasive proposals.
• Project Delivery Awareness: Familiar with delivery lifecycles, from requirements analysis to go-live, ensuring alignment with client expectations.
• Stakeholder Management: Effective in navigating large, complex organizations, prioritizing multiple stakeholders, and resolving escalations proactively.
• Language Skills: Proficient in German and English (written and spoken) is strongly preferred for engaging with diverse client portfolios.

Additional information:

At Accesa you can:

Enjoy our holistic benefits program that covers the four pillars that we believe come together to support our wellbeing, covering social, physical, emotional wellbeing, as well as work-life fusion.

• Physical Wellbeing: Our wellbeing program includes medical benefits, gym support, and personalized fitness options for an active lifestyle, complemented by team events and the Healthy Habits Club.
• Work-Life Fusion: In very dynamic industries such as IT, the line between our professional and personal lives can quickly become blurred. Having a one-size-fits-one approach gives us the flexibility to define the work-life dynamic that works for us.
• Emotional Wellbeing: We believe that to maintain our overall health, we need to invest in our mental wellbeing just as much as we do in our physical health, social connections or in achieving work-life balance.
• Social Wellbeing: As a growing community in a hybrid environment, we want to ensure we remain connected not just by the great work we do every day but through our passions and interests.