Line of Service
Advisory
Industry/Sector
Technology
Specialism
Advisory - Other
Management Level
Manager
Job Description & Summary
WhoWe'reLooking For
Do you have a proventrack recordof delivering exceptional client experience and service, creating efficient buying processes for clients, andestablishingrhythm andrigouraround account management disciplines
We'relooking for aManagerto focus on deliveringaccount management excellenceas part of our relationship management capability.Therole supports a portfolio of clients and delivers adefined catalogue of account management servicesthatpromoteexcellent service for both internal and external clients.
Key activities include:
- Establishing account team meetings
- Opportunity management in Salesforce
- Input into key processes around reporting and service agreements
You will work directly with clientspredominantly intheprocurement spacedelivering meaningful interactions that createa positiveand consistent client experience.
About the Account Management Role
ThisManager-levelrole focuses on deliveringbest-in-class account managementacross a portfolio of clients, providing a defined suite of services.
The Account Management team supports the firm'sPriority ClientProgramme, and this role is part of a wider community dedicated to those priority clients.
Depending on the client profile, the role mayworkalongsideaSenior Manager, with both contributing to:
- Accountmanagementbestpractice across the full sales cycle
- A consistently high-quality client experience
- Strong collaboration across teams
- Incremental growth for the firm
You will be part of a team of account management specialists, where sharing best practices,successprinciples, and client managementexpertiseis critical to evolving the service we provide. The role also leverages firmwide insight and trends to support sales performance across the priority client portfolio.
Your Responsibilities
As part of the Account Management team, you willbe responsible for:
- Creating anaccount cadence, ensuring firmwide account teams are aligned on client priorities and strategy
- Bringingdiscipline, structure, and supportto account teams through management information, market insight, knowledge sharing, and meeting preparation
- Supporting internal networks (e.g.Commercial Excellence, Risk, Finance) to build a suite ofexpertiseacross the client portfolio and drive efficiencies in responding to client requests
- Owning the delivery oftimelyclient reporting, including regulatory reporting, working with Integrated Services to ensure accuracy and consistency
- Supporting the creation ofvalue reportsand other client-facing collateral
- Acting as asubject matter experton account excellence technology (e.g.Salesforce), ensuring it enhances client service
- Ensuringdata hygiene and accuracyacross Salesforce client records, including sales pipeline information, to enable collaboration and a single view of client activity
- Tracking client stakeholder changes using tools such as LinkedIn andmaintaininggovernance across Salesforce contact records and client outreach cadence
- Drivingclient feedback volumes, creating feedback loops back into account teams and embedding client insight into all activity
Skills and Experience Required
- Excellent communication skills with strong gravitas when engaging senior stakeholders (clients and internal leaders)
- Expert understanding ofbest practice account management, with the ability to implement strategic and tactical initiatives
- Creative communicator, able to articulate key business messages to diverse audiences
- Proventrack recordincustomer service, account management, and saleswithin a highly competitive B2B environment
- Proactive self-starter, able to manage a personal portfolio while working effectively within a team
- Highly collaborative, contributing actively to the wider Account Management capability
- Understanding of sales methodologies and their application to building meaningful client relationships
- Strong attention to detail, ensuring accuracy in client-facing materials and reports
- Solid understanding ofCRM platforms; Salesforce knowledge is an advantage
About the Team
The Account Management team focuses on the firm'spriority accounts across multiple segments, supporting Lead Relationship Partners and account teams to drive profitable revenue growth and deliver exceptional client value.
This role sits within theAccount Management capability, which is part of theSales capabilityunder theSales and Marketing function. The team supports all aspects of professionalservicesmarketing, sales support, and business development.
Working closely with theClients and Markets Executive, the team builds and sustains competitive advantage by executing the firm's go-to-market strategy throughexpertise, talent, and assets. Our culture is rooted in:
- Consistent quality and excellence
These principles underpin everything wedo,every day.
Required Skills
Optional Skills
Accepting Feedback, Accepting Feedback, Active Listening, Analytical Thinking, Business Process Outsourcing, Claims Performance Management, Coaching and Feedback, Communication, Complaint Management, Compliance Auditing, Compliance Review, Contract Review, Corrective Actions, Creativity, Customer Data Management (CDM), Customer Due Diligence, Customer Handling, Data Entry, Data Quality, Data Quality Assessment, Delivery Excellence, Embracing Change, Emotional Regulation, Empathy, Inclusion + 25 more
Desired Languages (If blank, desired languages not specified)
Travel Requirements
Not Specified
Available for Work Visa Sponsorship
No
Government Clearance Required
No
Job Posting End Date
