Requirements
- Professional services experience
- Background in BD and account management in the mid-market space
- Experience of CRM systems and adoption
- Experience in effective stakeholder management at a senior level
- Interest or knowledge of Audit beneficial but not critical
- (Desirable) You’ll have a thorough understanding of lead generation, sales and client management activity
- (Desirable) You’ll have strong communication and influencing skills
- (Desirable) Drive and can work on own initiative, with ability to work with ambiguity
- (Desirable) Project management experience
- (Desirable) Pro-active, can-do attitude
- (Desirable) Ability to break down siloes, barriers
- (Desirable) Resilience and tenacity
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What the job involves
- Our audit practice is entering a new phase focused on growth. This new and exciting role has been created to help our mid-market (Private Capital) audit team transform our approach to winning new business in the mid-market
- You will be a part of a supportive and growing audit Go to Market team, as well as the national Markets and Clients community. This is a really exciting opportunity to help our partners and directors deliver on their ambitious growth targets by ensuring rigour and momentum in their business and client development activities
- We’re happy to talk flexible working and consider reduced hours and job shares, we’ll support you to balance your work and life
- Transform our approach to winning new business focusing on a proactive and structured approach that aligns with the Firm’s Sales and Marketing Cycle
- Evolve our approach to Business Development by bringing a fresh perspective and insights from previous experience that will drive the right mindset
- Supporting and capitalising on private equity relationships and intermediary relations, helping to put in place a key account management framework to manage a key number of relationships with PE houses
- Fully adopt the new CRM system (Dynamics), acting as a champion for best practice across the Private Capital (PC) Audit practice
- Take responsibility for oversight. reporting and monitoring of KPIs around the sales pipeline
- Support audit leaders, Head of G2M team and PC partners in the identification and pursuit of new markets and key targets, and help drive BD efforts
- Hold PC partners to account on their actions and target development, flagging emerging issues or lack of progress
- Work closely with the marketing team to inform our go-to-market plans and ensure they are leveraged by the business
- Assist in development of propositions for the PC market through collaboration with wider assurance, tax and advisory practices and give insight into relevant hooks for different businesses
- Oversee a XLOS approach to PC targets, working with BD in Entrepreneurial Services, Regions, Industries and with other Service Lines (Advisory and Tax) to gain synergies
- Support building a sales culture and community within the Private Capital practice through regular communication and coordination
- Identify and deliver BD/sales/account management training needs alongside the rest of the G2M team and the Learning& Innovation team
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