Account Manager

Job Summary:

The Account Manager works closely with the Lead Relationship Principal and -National Account Executive to drive and manage account team opportunities/activities within existing clients. This role has a dual reporting structure to the National Managing Director, BDO Premier/Account Management and the Lead Relationship -Principal.

Job Duties:

• Prioritizes opportunities and co-develops actionable steps; seen as the “go to” person and eyes/ears of the team, keeping the team current on the client
• Drives team to have a deep understanding of the client’s strategies/issues, industry issues, buying habits, executives and competitors
• Updates team on current views and news of the client, disseminates pertinent information to the team and transitions data/newsworthy information to insights
• Champions a “one firm” approach on all account team opportunities/discussions, with an understanding of how other accounts teams are executing on relationship and account management principles/methodologies, and shares and adopts winning practices across account teams
• Proactively teams with the Lead Relationship -Principal, key partners, client service team members, and -National Account Executive to develop and facilitate Account Plan/Workshops, discuss opportunities, activities, action items, etc., and engages with team throughout the year to keep plan alive
• Leverages account team tools/resources strategically to maximize client opportunities and relationship expansion (i.e. relationship mapping, CRM, client/industry research tools, marketing tools, etc.)
• Understands how BDO is positioned with a client, and assesses the competitive landscape at the client, how BDO is perceived and where the Firm has gained penetration, as well as ensures team is seeking and acting on client feedback
• Builds strong relationships with BDO Industry marketers and SMEs, and engagement team members specific to accounts
• Brings appropriate BDO industry people/resources to account teams to drive value-based discussions with clients
• Bridges Firm resources to identify opportunities across all business lines
• Conducts client research, and prepares account briefs and talking points to prepare team members for client meetings/proposals
• Tracks activities, action items, revenue and pipeline for account team
• Promotes gap to goal discussions through comprehensive revenue and pipeline management, and ensures accurate information is entered in to CRM
• Researches and leverages thought leadership targeted to client
• Champions the use of firm-wide account and relationship management principles, pursuit methodologies, pursuit coaching on “go” or “no-go” decisions to drive overall account team revenue
• Provides pursuit -support, and drives team through pursuits/proposals and other strategic opportunities, including developing a strategy and value proposition for the pursuit, relationship management, win/loss debriefs in collaboration with Lead Relationship -Principal and -National Account Executive
• Collaborates with marketing to apply marketing tactics and develop winning practices around account specific marketing
• Listens for clients socially, following key clients and executives on Twitter, LinkedIn, blog posts, etc., and ensures Partner/Client Service team member LinkedIn profiles are relevant and engaging
• Assists in driving client specific events, and identifies client networking opportunities and BDO marketing events to interact with clients
• Other duties as required

Supervisory Responsibilities:

• N/A

Qualifications, Knowledge, Skills and Abilities:

Education:

• Bachelor’s degree and four (4) or more years of project management, relationship development, sales, recruiting, marketing and/or business development related experience, required; OR High School Diploma/GED and six (6) or more years of Project management, relationship development, sales, recruiting, marketing and/or business development related experience, required

Experience:

• Experience working in the accounting, financial consulting, business advisory and/or professional services, preferred
• Experience working at one of the Big Four or a national / regional accounting firm, preferred

License/Certifications:

• N/A

Software:

• Proficient in the use of Microsoft Office Suite, especially Excel and PowerPoint, required
• Proficient with CRM, preferred

Language:

• N/A

Other Knowledge, Skills, & Abilities:

• • Good business acumen with the ability to understand and communicate BDO’s business, marketplace and value proposition
• Knowledge of contact management software, including update, maintenance and list generation
• Innovative self-starter with the ability to resolve complex national functional problems independently as well as with collaboration with others
• Excellent strategic and creative judgment
• Ability to create professional networks, and build strong relationships at all levels of the organization
• Executive presence to interface with Firm leadership
• Ability to organize and collaborate with individuals at all levels of seniority
• Leadership skills, including relationship management, - teaming, coaching, facilitation and decision-making
• Ability to navigate and work effectively in a heavily matrixed organization
• Strong analytical skills in developing tracking/measurement processes
• Excellent project management and execution skills
• Excellent attention to detail and quality
• Excellent customer service skills
• Ability to work independently or within a team environment
• Strong writing and editing skills, with a focus on developing messages with impact
• Excellent verbal and written communication, as well as the ability to present and facilitate
• Ability to thoughtfully and positively influence, lead, marshal resources and manage -projects in a matrix environment

Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.

At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.

BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.

We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on:

• Welcoming diverse perspectives and understanding the experience of our professionals and clients
• Empowering team members to explore their full potential
• Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
• Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
• Focus on resilience and sustainability to positively impact our people, clients, and communities
• BDO Total Rewards that encompass so much more than traditional “benefits.” Click here to find out more!

• Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets