Vice President, Commercial Strategy – Account Planning

Role Overview

• Manage the firm’s account planning framework, including planning templates, planning cadence and ownership standards
• Run the account planning cycle end to end, coordinating inputs from Account Leaders, Industry Vertical Leaders and practice line teams
• Maintain account plans as living documents, ensuring updates, next steps and accountability after each planning session
• Produce account-level coverage maps that capture relationship strength, history and active coverage across priority accounts
• Prepare quarterly account plan reviews for the Head of Commercial Strategy and Head of Commercial Enablement, including adherence analysis and plan-versus-actual assessment
• Conduct whitespace analysis across priority accounts to identify cross-sell and expansion opportunities
• Build and maintain account intelligence profiles, including organizational structure, decision-makers, recent activity and relevant market signals
• Translate account intelligence into prioritized opportunities and surface them to the relevant Account Leaders and Industry Vertical Leaders
• Partner with the Industry Vertical Leaders to ensure sector-specific insight is reflected in account plans and pursuit strategy
• Maintain a firmwide view of cross-sell activity, conversion and outcomes to inform planning and identify patterns
• Own the template, standard and cadence for bi-annual client value review across Tier 1 Core and Tier 2 Strategic accounts
• Coordinate inputs from the Account Team and Industry Vertical Leaders to assemble pre-reads, value quantification and relationship health analysis
• Partner with Delivery Excellence and Account Leaders to ensure value quantification is rigorous, defensible and consistent across accounts
• Produce cross-account synthesis from completed reviews, surfacing patterns in client priorities, value drivers and relationship risks
• Maintain the signed-off summary, joint goals document and named workstream owners as durable artifacts in DealCloud
• Share and manage best practices as well as lead internal trainings where required
• Support talent acquisition and firm development efforts
• Contribute to creating a high-performing and inclusive culture

Requirements

• Manage the firm’s account planning framework, including planning templates, planning cadence and ownership standards
• Run the account planning cycle end to end, coordinating inputs from Account Leaders, Industry Vertical Leaders and practice line teams
• Maintain account plans as living documents, ensuring updates, next steps and accountability after each planning session
• Produce account-level coverage maps that capture relationship strength, history and active coverage across priority accounts
• Prepare quarterly account plan reviews for the Head of Commercial Strategy and Head of Commercial Enablement, including adherence analysis and plan-versus-actual assessment
• Conduct whitespace analysis across priority accounts to identify cross-sell and expansion opportunities
• Build and maintain account intelligence profiles, including organizational structure, decision-makers, recent activity and relevant market signals
• Translate account intelligence into prioritized opportunities and surface them to the relevant Account Leaders and Industry Vertical Leaders
• Partner with the Industry Vertical Leaders to ensure sector-specific insight is reflected in account plans and pursuit strategy
• Maintain a firmwide view of cross-sell activity, conversion and outcomes to inform planning and identify patterns
• Own the template, standard and cadence for bi-annual client value review across Tier 1 Core and Tier 2 Strategic accounts
• Coordinate inputs from the Account Team and Industry Vertical Leaders to assemble pre-reads, value quantification and relationship health analysis
• Partner with Delivery Excellence and Account Leaders to ensure value quantification is rigorous, defensible and consistent across accounts
• Produce cross-account synthesis from completed reviews, surfacing patterns in client priorities, value drivers and relationship risks
• Maintain the signed-off summary, joint goals document and named workstream owners as durable artifacts in DealCloud
• Share and manage best practices as well as lead internal trainings where required
• Support talent acquisition and firm development efforts
• Contribute to creating a high-performing and inclusive culture