Client Executive - Financial Services

The Senior Principal, Client Executive at Cabin Consulting is a senior client and commercial leader responsible for establishing, growing, and scaling Cabin’s strategic Financial Services accounts from early-stage relationships into enduring, multi-year partnerships. This role anchors Cabin’s Client Growth & Development function and carries day-to-day leadership across our most important client relationships.

• →Lead the day-to-day execution and health of Cabin’s priority Financial Services client relationships, ensuring accounts are progressing, supported, and positioned for growth.
• →Track account performance in partnership with senior leadership, surfacing risks, opportunities, and recommended actions.
• →Serve as a point of coordination and escalation across accounts to promote consistency, quality, and client satisfaction.

• Lead, mentor, and support Client Executives and account leaders, fostering accountability, high performance, and continuous learning.
• Coach team members on executive engagement, opportunity development, and client leadership.
• Partner with leadership on scaling the Client Growth & Development function.

• Personally build and scale a portfolio of Financial Services accounts, including establishing footholds in new logos and expanding early-stage relationships into anchor accounts.
• Lay the foundational groundwork that makes accounts grow: mapping stakeholder ecosystems, navigating procurement and vendor onboarding, securing MSAs, establishing vendor status, and earning the right to expand across business units.
• Build the trust architecture with executive sponsors, internal champions, and multi-threaded relationships, converting single engagements into long-term partnerships.
• Document what works into repeatable account-building playbooks that other Client Executives can adopt as Cabin scales.
  
  

• Support the development and commercialization of new business opportunities across Cabin’s offerings in digital innovation, product development, and adoption.
• Ensure high-quality proposal development, pricing discipline, profitability alignment, and consistent SOW execution.
• Maintain visibility into pipeline progression and provide regular updates to leadership.
  
  

• Partner closely with Cabin’s Services and Operations teams and leaders to ensure delivery excellence, project health, and strong client outcomes.
• Support effective project setup, governance, staffing coordination, and execution in collaboration with delivery leadership.
• Proactively identify blockers or risks impacting delivery, serve as an escalation point for delivery team(s), and work cross-functionally to resolve issues.
  
  

• Partner with leadership to refine, operationalize, and drive adoption of Cabin’s RevOps system, ensuring consistent execution across pipeline management, forecasting, account planning, and performance tracking.
• Reinforce disciplined use of tools, processes, and reporting cadences that enable scalable client growth and predictable outcomes.
• Identify opportunities to improve workflows and cross-functional alignment through ongoing evolution of Cabin’s revenue operations model.
  
  

• Serve as a mentor and development leader for individuals assigned to client accounts, supporting consulting skill growth and career progression.
• Foster a culture of continuous improvement, feedback, and shared accountability across the client organization.
• Help strengthen scalable account management practices as Cabin grows.
  
  

• Proactively identify account-level risks, working with leadership, Services, and Operations teams to mitigate issues and maintain strong client outcomes.

• 8–12+ years in consulting or professional services, with demonstrated, personal ownership of building Financial Services accounts from early footprints (or net-new) into multi-million-dollar, multi-year relationships.
• Meaningful experience supporting Financial Services organizations (e.g., banking, insurance, fintech, wealth management, or capital markets) through complex transformation initiatives.
• Demonstrated success leading and driving growth of financial services accounts and portfolios, including large, complex enterprises

• Strong background in sales, account development, and client relationship management within Financial Services or regulated environments.
• Track record of multi-threading relationships beyond a single buyer, building executive sponsorship across business, technology, and risk functions.
• Demonstrated ability to identify and drive new business opportunities while managing ongoing client relationships to ensure satisfaction and growth.
• Proven experience owning, expanding, and scaling strategic Financial Services accounts, with accountability for revenue and profitability targets.
• Experience building and managing an evolving portfolio of Financial Services client relationships, balancing near-term delivery success with long-term account growth and expansion.
  
  

• Deep understanding of digital transformation, digital strategy, and emerging technologies as applied to Financial Services.
• Familiarity with regulatory, security, risk, and compliance considerations that shape digital product and platform delivery in Financial Services environments.
• Experience applying industry knowledge to drive impactful, compliant, and scalable digital solutions.
  
  

• Proven ability to lead and develop client-facing teams while maintaining direct account ownership within complex Financial Services engagements.
• Ability to mentor, guide, and motivate team members to excel in regulated, high-stakes client environments.
• Experience supporting the development of scalable account and portfolio practices within Financial Services-focused consulting organizations.
  
  

• Strong strategic thinking skills with the ability to align Financial Services client needs with consulting solutions that deliver measurable business value.
• Comfortable navigating complex stakeholder landscapes, long sales cycles, and risk-conscious decision-making environments.
• Ability to operate beyond individual accounts, contributing to broader portfolio health, opportunity development, and growth planning over time.
  
  

• Excellent communication skills with the ability to build trusted relationships at all levels of Financial Services client organizations, including executive, risk, and technology stakeholders.
• Collaborative approach to working with internal Services and Operations teams to ensure seamless delivery and client satisfaction.
• Demonstrated ability to communicate verbally, in writing, and in presentation form.
  
  

• Strong desire and hustle to scale a quickly-growing business by leveraging the talents of a high-performing team.
• Ability to thrive in a startup or boutique consultancy environment while operating effectively within large, complex Financial Services client ecosystems.
• Energized by the early, unglamorous work of establishing accounts: cold-starting relationships, navigating procurement labyrinths, earning credibility before there's a track record, and persisting through long sales cycles.
• Comfortable operating without the safety net of an established brand presence inside a client; experience using personal credibility, point-of-view, and relationship capital to open doors.
  
  

• Experience managing account financial performance, including revenue growth, forecasting, and profitability alignment in Financial Services engagements.
• Ability to reinforce operational rigor through consistent adoption of processes, tools, and performance cadences, including Cabin’s RevOps system.
  
  

Strong understanding of how to support and build a professional services business serving Financial Services clients through long-term partnerships, commercial discipline, and scalable client growth practices.