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Vice President, Client Lead - Financial Services



Accounting & Finance, Sales & Business Development
Boston, MA, USA
Posted on Tuesday, July 2, 2024

Job Description

The Epsilon Client Lead for Financial Services & Insurance plays a pivotal role in driving sales and revenue growth within an assigned set of existing accounts. The key responsibility is to work directly with client stakeholders to expand the utilization of Epsilon’s marketing and advertising technology, data, and identity solutions and drive client business outcomes. This role will collaborate with various teams, including solution consultants, customer success, pricing, product, client engagement, and solution delivery.


  • Drive profitable account revenue growth: Educate key stakeholders on Epsilon capabilities; identify / develop / shape / close opportunities to grow Epsilon’s footprint and generate revenue growth.
  • Build customer relationships: Establish and maintain strong relationships with key stakeholders, decision-makers, and influencers within assigned accounts. Understand their unique challenges, requirements, budgets, and tailor sales approaches to meet their specific needs. Be a trusted partner to key stakeholders, bring expertise and thought leadership to solve their critical business issues. Influence the strategies of assigned accounts to drive positive business outcomes and grow Epsilon’s footprint. Lead quarterly client business reviews.
  • Develop strategic account plan and sales strategies: Develop strategic account development strategies, formulate strategic sales plans to drive revenue growth within assigned accounts, develop sales tactics and action plans aligned with the overall business objectives; communicate the account vision to internal teams.
  • Work collaboratively: Work closely with sales, marketing, product, finance, and delivery teams to align strategies and coordinate efforts effectively.
  • Interact with Publicis teams: Work with client leads for other Publicis agencies to collectively support Groupe level new business pitches, joint client reviews, and provide thought leadership.
  • Negotiate contracts: Work with legal, pricing, delivery, and product to create and negotiate all contracts for assigned accounts.
  • Forecast pipeline and revenue: Utilize opportunity management solution to provide up-to-date information about opportunities for assigned accounts, participate in pipeline reviews; utilize revenue forecasting solution to provide revenue forecasts for assigned accounts, participate in revenue forecast reviews.
  • Stay Abreast of Industry Trends: Understand the industry for assigned accounts, stay up to date on industry developments, changes in regulations, and new emerging opportunities. Understand how Epsilon solutions support the industry.


  • In-depth knowledge of the Financial Services & Insurance industry dynamics, trends, and customer needs.
  • In-depth knowledge of data-driven marketing and application of marketing strategies, tactics, and technology to drive business outcomes.
  • Excellent analytical and problem-solving skills to identify opportunities and drive effective strategies.
  • Strong communication and presentation abilities to articulate complex concepts and ideas clearly.
  • Collaborative and team-oriented mindset to work effectively with cross-functional teams.
  • Results-oriented with a track record of achieving sales targets and business objectives.
  • Adaptability and ability to thrive in a fast-paced and dynamic environment.
  • Proficiency in using CRM tools and sales analytics software.


  • Bachelor's degree in Business, Marketing, or a related field (advanced degree preferred).
  • 15 + years of proven experience in leading client relationships to drive growth within Financial Services & Insurance at an agency or consulting company within the MarTech/AdTech space.

Additional Information

About Epsilon

Epsilon is a global advertising and marketing technology company positioned at the center of Publicis Groupe. Epsilon accelerates clients’ ability to harness the power of their first-party data to activate campaigns across channels and devices, with an unparalleled ability to prove outcomes. The company’s industry-leading technology connects advertisers with consumers to drive performance while respecting and protecting consumer privacy. Epsilon’s people-based identity graph allows brands, agencies and publishers to reach real people, not cookies or devices, across the open web. For more information, visit epsilon.com.

When you’re one of us, you get to run with the best. For decades, we’ve been helping marketers from the world’s top brands personalize experiences for millions of people with our cutting-edge technology, solutions and services. Epsilon’s best-in-class identity gives brands a clear, privacy-safe view of their customers, which they can use across our suite of digital media, messaging and loyalty solutions. We process 400+ billion consumer actions each day and hold many patents of proprietary technology, including real-time modeling languages and consumer privacy advancements. Thanks to the work of every employee, Epsilon has been consistently recognized as industry-leading by Forrester, Adweek and the MRC. Positioned at the core of Publicis Groupe, Epsilon is a global company with more than 8,000 employees around the world. Check out a few of these resources to learn more about what makes Epsilon so EPIC:

  • Our Culture: https://www.epsilon.com/us/about-us/our-culture-epsilon
  • Life at Epsilon: https://www.epsilon.com/us/about-us/epic-blog
  • DE&I: https://www.epsilon.com/us/about-us/diversity-equity-inclusion
  • CSR: https://www.epsilon.com/us/about-us/corporate-social-responsibility

Great People Deserve Great Benefits

We know that we have some of the brightest and most talented associates in the world, and we believe in rewarding them accordingly. If you work here, expect competitive pay, comprehensive health coverage, and endless opportunities to advance your career.

Epsilon is an Equal Opportunity Employer. Epsilon’s policy is not to discriminate against any applicant or employee based on actual or perceived race, age, sex or gender (including pregnancy), marital status, national origin, ancestry, citizenship status, mental or physical disability, religion, creed, color, sexual orientation, gender identity or expression (including transgender status), veteran status, genetic information, or any other characteristic protected by applicable federal, state or local law. Epsilon also prohibits harassment of applicants and employees based on any of these protected categories. Epsilon will provide accommodations to applicants needing accommodations to complete the application process.