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ETIC, Account Manager - Manager
Line of Service
Advisory
Industry/Sector
Technology
Specialism
Advisory - Other
Management Level
Manager
Job Description & Summary
Who
We’re
Looking For
Do you have a proven
track record
of delivering exceptional client experience and service, creating efficient buying processes for clients, and
establishing
rhythm and
rigour
around account management disciplines?
We’re
looking for a
Manager
to focus on delivering
account management excellence
as part of our relationship management capability.
The
role supports a portfolio of clients and delivers a
defined catalogue of account management services
that
promote
excellent 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
About the Account Management Role
This Manager-level role focuses on delivering best-in-class account management across a portfolio of clients, providing a defined suite of services.
The Account Management team supports the firm’s Priority Client Programme , and this role is part of a wider community dedicated to those priority clients.
Depending on the client profile, the role may work alongside a Senior Manager , with both contributing to:
-
Account
management
best
practice across the full sales cycle
-
A consistently high-quality client experience
-
Strong collaboration across teams
-
Incremental growth for the firm
Your Responsibilities
As part of the Account Management team, you will be responsible for :
-
Creating an
account cadence
, ensuring firmwide account teams are aligned on client priorities and strategy
-
Bringing
discipline, structure, and support
to 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 of
expertise
across the client portfolio and drive efficiencies in responding to client requests
-
Owning the delivery of
timely
client reporting
, including regulatory reporting, working with Integrated Services to ensure accuracy and consistency
-
Supporting the creation of
value reports
and other client-facing collateral
-
Acting as a
subject matter expert
on account excellence technology (
e.g.
Salesforce), ensuring it enhances client service
-
Ensuring
data hygiene and accuracy
across 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 and
maintaining
governance across Salesforce contact records and client outreach cadence
-
Driving
client 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 of
best practice account management
, with the ability to implement strategic and tactical initiatives
-
Creative communicator, able to articulate key business messages to diverse audiences
-
Proven
track record
in
customer service, account management, and sales
within 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 of
CRM platforms
; Salesforce knowledge is an advantage
About the Team
The Account Management team focuses on the firm’s priority 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 the Account Management capability , which is part of the Sales capability under the Sales and Marketing function . The team supports all aspects of professional services marketing, sales support, and business development.
Working closely with the Clients and Markets Executive , the team builds and sustains competitive advantage by executing the firm’s go-to-market strategy through expertise , talent, and assets. Our culture is rooted in:
-
Client-centricity
-
Commercial mindset
-
Consistent quality and excellence
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
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