Network Key Account Manager (Financial Services)

JR United Kingdom; Slough; On-site; GBP 50,000 - 80,000; Full time

Job summary

A leading company in the financial services sector is seeking a Key Account Manager to drive strategic account management processes. This role involves collaboration with global leaders, development of growth strategies, and the analysis of account performance, suitable for candidates with expert project management and account management experience.

Qualifications

• Experience in account management and/or business development support.
• Strong project management capabilities.
• Solid understanding of the professional services industry.

Responsibilities

• Coordinate with global business leaders and maintain strategic account management processes.
• Develop and track account growth strategies for named key accounts.
• Monitor and report on account performance via dashboards.

Skills

Project Management

Account Management

Business Development

Communication

Job description

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Network Key Account Manager (Financial Services), slough

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Client:

Forvis Mazars in the UK

Location:

slough, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

4

Posted:

31.05.2025

Expiry Date:

15.07.2025

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Job Description:

Description & Requirements

The Key Account Manager will work with Forvis Mazars Global Business Leaders as part of the Forvis Mazars Global (“network”) organization, to support business development and strategic account management processes and programs across a portfolio of Financial Services accounts. This newly established role will coordinate with global business leaders and global industry and service line leaders on key accounts, global pursuits and will be responsible for implementing new processes to ensure the network is operating at peak efficiency.

How You Will Contribute:

Network Operations

• Work with Financial Services leadership on building out formal key account management processes to support the global network, service lines, and industry committees
• Coordinate with global business leaders and industry and service groups, to maintain and prioritize a portfolio of strategic named global accounts
• Assist in the development of a network annual strategy and plan for key account portfolio

Account Management

• Work with Financial Services account leadership teams at the member firms to develop, document and track account growth strategies and progress
• Conduct company research and intelligence-gathering for named key accounts, including strategic priorities and business issues
• Assist in building account strategic plans alongside relationship executives, inclusive of relationship mapping of key buyers and decision makers, for relationship development and expansion
• Facilitate regular account team calls/meetings, coordinating with client service teams, to drive business development activities
• Coordinate internal preparatory meetings to organize team members for key external client meetings, presentations, and events
• Coordinate creation of presentations and dashboards for internal committee and board meetings
• Identify relevant resources, content, events and thought leadership, to bring to named key accounts
• Track and manage follow-up between meetings and related action items

Analysis & Reporting

• Monitor and report on account performance (dashboards) by portfolio
• Understand global pipeline: analyse, track and update CRM pipeline opportunities and activities
• Contribute to pipeline and sales reporting by facilitating regular global leadership status updates and dashboards
• Assist in pre-pursuit research and company intelligence gathering for large opportunities
• Maintain a library of best practice proposals, credentials and qualifications to contribute to active pursuits
• Collaborate with client service teams on large proposal build out, orals preparation and post-pursuit debriefs

We are looking for people who are Builders and bring:

• Experience in account management and/or business development support
• Strong project management capabilities
• A solid understanding of the professional services industry, with knowledge and experience operating in public accounting and/or consulting
• Demonstrated ability to coordinate teams across numerous competencies to work collaboratively towards group goals and objectives, including globally
• Ability to communicate effectively with people of diverse backgrounds and experience levels, both verbally and in writing
• Ability to prioritize and work independently in a fast-paced environment
• Experience with identifying sales trends and other key account metrics