The BD Account Coordinator supports the Global Client Service Partner (GCSP) and Business Development Director (BDD) to develop and manage relevant activities, creating an integrated, client-focused account team, helping to drive revenues and accelerate client relationships.
Where the account has a BD Accounts Manager, the BD Accounts Coordinator may support this role.
Execute the AMF on the accounts and ensure utilization of organizational tools.
Work with the Global Client Service Partner (GCSP) and Business Development Director (BDD) to ensure that an account-centric account plan is developed, implemented and measured against account performance, driving revenue growth across the account.
Drive PAT revenue planning process (collect, challenge and input information followed by reporting to UK&I and EMEIA Leadership).
Work with the GCSP to develop, adhere to, execute and communicate the Assessment of Service Quality (ASQ) and Win / Loss Review plans for the account. This includes meeting the Global ASQ Integrity Criteria and responsible for ensuring ALERTS are resolved and results communicated. When necessary, serve as an interviewer on other OCA and priority accounts ASQ.
Build internal networks across EY service lines in order to identify and recommend the appropriate EY experts to support an opportunity.
Understand clients’ strategy, issues, culture, challenges considering the impact on account strategy.
Identify opportunities and follow up.
Work with other account teams to share knowledge of pipeline opportunities.
Client Relationship Activities
Understand key client relationships including their strength and quality, the background of key individuals and frequency of interaction.
Assist at client meetings with the GCSP or BDD, building own client contact.
Identify and create outputs that will generate client meetings for the team (ie. EY sales campaigns, sales mandates etc.)
Identify, prepare and participate in client relationship building activities and meetings where appropriate, such as Facilitated Client Sessions (FCS).
Support the pursuit process with the team leader and / or pursuits team, responding to pitch documents such as RFPs/ RFIs/ RFQs.
Analyse reports and communicate conclusions of financial performance.
Liaise when necessary with GTH to ensure off-shore activities related to the account are maintained and executed as appropriate ie. relationship map updates, GAMA, execution of account plan, reporting, pursuit tracking etc.
Research and Knowledge Management
Use Thought Leadership to take meaningful collateral to help facilitate client meetings.
Determine how best to deploy our knowledge internal resources for optimum return and revenue growth on the account.
Sourcing credentials and case studies and sharing these with the team.
Share best practice
Problem Solving/Decision Making:
Demonstrates an understanding of principles and practices of account management. Duties are generally varied in scope gaining in complexity through experience.
Knowledge and Skills Requirements
Excellent written, oral, presentation and facilitation skills
High degree of accuracy
Strong computer skills including basic business software (Microsoft Word, Powerpoint, Excel), Lotus Notes and Internet.
Ability to coordinate multiple projects and initiatives simultaneously through effective prioritisation, organisation, flexibility and self discipline. Must have demonstrated project management experience.
Knowledge of firm’s account management and relationship tools and processes.
Proactive, committed team player
A robust and resilient disposition able to encourage discipline in team behaviours
Strong influencing skills are required to work with other members of the account team in order to achieve results. Receives general supervision and is competent to work independently within area of expertise. Review of work occurs as and when necessary.
As the job involves preparing materials for clients, flexibility concerning working hours is sometimes required.
A bachelor’s degree, preferably in marketing, sales or communications, or equivalent work experience.
Relevant experience of business development/ account management, ideally, in financial or professional services organisation.