Work you’ll do

As a Client Account Management (CAM) professional you will work with Deloitte’s account leaders and other internal stakeholders to deliver the best of the firm, strengthen relationships and help expand our services footprint at our clients. Responsibilities will be based on specific client relationship objectives and the priorities of the account leadership team. You will deliver across the “Account Excellence Model”, a holistic framework for managing world-class accounts, which may include:

• Client: facilitate the development and execution of client relationship strategy, assist in leveraging client accelerators and Deloitte thought leadership to build relationships, develop client materials, support pursuits
• Strategic: manage account strategy and operating model development, support annual account planning processes
• Leadership: plan and execute account leadership meetings, support leadership development
• People: support account talent strategy, manage team communications and events, manage onboarding and offboarding and team collaboration tools
• Quality & Risk: manage risk and compliance activities for your account, coordinate with risk managers and Office of General Counsel as needed, and support procurement relationships and contracting
• Financial: coordinate financial analysis and reporting, opportunity tracking and internal reporting

Your responsibilities

Core Responsibilities

• Handle important initiatives on the account, to include but not limited to pipeline management, pursuit management, account strategy development, procurement tracking, internal account operations, account team communications, client relationship management, teaming partner management, and risk management, etc.
• Work with account leadership team, including Lead Client Service Partner, Lead Business Partner(s), Client Relationship Executive, and US Client Account Manager in conceptualizing and implementing account strategies. Support account leadership in creating account overview decks; yearly refresh of account plans and strategies, and marketing and eminence distribution.
• Collaborate with subject matter experts to own and drive execution of projects. Manage relationships with various stakeholders, manage multiple priorities, and resolve conflicts.
• Share knowledge and lessons-learned across accounts to achieve efficient support and establish leading practices. Illustrative list of additional responsibilities
• Work closely with account pursuit teams to provide best in class support for ongoing pursuits. Help in creation/management of project team collaboration sites; build proposal materials including assignment matrix, compliance matrix, calendar schedules, and proposal templates.
• Create and manage opportunities in a CRM tool. Monitor, report and generate associated analytics of opportunities along with their status on a weekly basis; keep pipeline current and accurate.
• Provide client insights, develop templates, streamline processes, standardize deliverables, and curate research deliverables by using internal and external research tools. Conduct Industry and company research to analyze and share the findings in a presentable format.
• Collect and distribute Industry specific news on a regular basis. Demonstrate industry and account knowledge through work outputs and internal client interactions.
• Gain in-depth knowledge about the services the account engagements provide
• Prepare and manage leadership performance metrics; provide analysis of metrics against goals and across portfolio of leaders.
• Track independence review process for new/existing business relationships.