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
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