Line of Service
AdvisoryIndustry/Sector
TechnologySpecialism
Advisory - OtherManagement Level
ManagerJob Description & Summary
WhoWereLooking For
Do you have a proventrack recordof delivering exceptional client experience and service creating efficient buying processes for clients andestablishingrhythm andrigouraround account management disciplines
Werelooking 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
Pipeline reviews
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 firmsPriority 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 practicessuccessprinciples 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 firmspriority 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 firms go-to-market strategy throughexpertise talent and assets. Our culture is rooted in:
Client-centricity
Commercial mindset
Consistent quality and excellence
These principles underpin everything wedoevery day.
Education (if blank degree and/or field of study not specified)
Degrees/Field of Study required:Degrees/Field of Study preferred:Certifications (if blank certifications not specified)
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 moreDesired Languages (If blank desired languages not specified)
Travel Requirements
Not SpecifiedAvailable for Work Visa Sponsorship
NoGovernment Clearance Required
NoJob Posting End Date
Required Experience:
Manager
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