Senior Associate Accounts Coordinator

Job Summary

The Senior Accounts Coordinator (SAC) will make a significant contribution towards Account Management excellence. The SAC will be responsible for managing Service Line Priority Accounts in line with the Service Line Strategy, Account Plans and Revenue Plans. The SAC will play a pivotal role in end-to-end Account Management, involving Account Planning through to tracking achievement of Sales, Revenue and Pipeline Targets.

The SAC reports to the Business Development Operations Manager works closely with the Service Line Markets Leader (SLML), Service Line Account Leaders, Account Teams, Engagement Delivery Teams as well as the Markets & Business Development Team. The SAC will develop a deep understanding of the Service Line Priority Accounts and act as the coordination point between the SLML, Service Line Account Leaders and stakeholders on those accounts. Where required, the SAC will immediately escalate matters to the Business Development Operations Manager, SLML or relevant stakeholder for resolution.

Essential Functions of the Job

• Account planning and tracking:
  • Understand the Account Management Framework (AMF) and champion application towards robust account planning and tracking;
  • Own implementation of Account Plans and initiate regular reviews against planned milestones and targets;
  • Run structured Account Progress Tracking Meetings with the SLML and Service Line Account Leaders, and follow through with implementing actions;
  • Proactively highlight risks and issues with respect to realisation of the account revenue plans;
  • Manage implementation of Business Development related activities and client events such as showcasing EY solutions;
  • Ensure every engagement code has relevant number of service quality assessments in line with account targets;
  • Be known for providing reliable and timeous support that responds to your stakeholders needs; and
  • Understand account support related processes and systems and where required ensure that data quality remains complete and accurate.
• Revenue, sales and pipeline tracking:
  • Promote and leverage the available reporting dashboards and metrics to actively track priority service line accounts’ performance, including monitoring GTER, Backlog, Pipeline, Projections, Margin;
  • Drive weekly progress tracking of revenue, sales, backlog and pipeline against respective targets;
  • Ensure relevant stakeholders receive and understand reported data;
  • Alert the SLML, Service Line Account Leaders and Account Teams, where there are challenges with meeting targets; and
  • Investigate and resolve instances of incorrect reporting.
• Know your customer:
  • Keep the SLML and Service Line Account Leaders appraised on key developments in the account;
  • Consolidate and share client insights and news from account meetings, EY or external knowledge sources;
  • Support the Service Line Account Leader, Account Team and other stakeholders, requiring information or guidance; and
  • Summarise or extract snippets from Analyst/Financial Reports into insights to disseminate to relevant stakeholders.

• Build relationships:
  • Develop strong working relationships with the Markets & Business Development Team, SLML, Service Line Account Leaders, Account Teams and other stakeholders;
  • Build great relationships with clients, especially the Procurement function; and
  • Update Service Line Priority Accounts relationship related information in CRM, MDM, GIS and any other relevant systems.
• Pipeline management:
  • Maintain a lapsed pipeline rate of <3% for Service Line Priority Accounts;
  • Direct new business client enquiries to the right team and follow through to ensure a proposal/feedback has been shared;
  • Keep pipeline data accurate and updated; and
  • Initiate, track and feed Win/Loss reviews into Account teams.
• Knowledge management:
  • Liaise with respective EY Knowledge professionals/ sector specialists to provide relevant knowledge to Account Teams;
  • Drive development of agreed client collateral e.g. Client Newsletters; and
  • Maintain catalogue and/or ensure catalogue of database of Proposals Submitted, Key Deliverables (non-confidential), Case Studies and Credentials from Engagement Partners / Managers remain up to date.
• Learning and development:
  • Expected to remain current on relevant EY training and curriculum (e.g. Sector Training, Account Management Framework (AMF), Systems Training, Lead Badges, amongst others.

Knowledge and Skills Requirements

• Excellent project management skills;
• Strong analytical and problem-solving skills;
• Proven ability to influence and build collaborative relationships with a wide range of stakeholders;
• Strong business and commercial acumen;
• Strong verbal and written communication skills;
• Exhibits drive and determination to overcome internal and external barriers and get results from people; and
• Is above average in competencies like Reporting, Data analysis, Business Research, MS Tools, etc.

Job Requirements

Education and Experience:

• University degree or 5+ years of relevant work experience; and
• Experience in a large Global organisation preferred.

Accounts Coordinator

Job Summary

The Senior Accounts Coordinator (SAC) will make a significant contribution towards Account Management excellence. The SAC will be responsible for managing Service Line Priority Accounts in line with the Service Line Strategy, Account Plans and Revenue Plans. The SAC will play a pivotal role in end-to-end Account Management, involving Account Planning through to tracking achievement of Sales, Revenue and Pipeline Targets.

The SAC reports to the Business Development Operations Manager works closely with the Service Line Markets Leader (SLML), Service Line Account Leaders, Account Teams, Engagement Delivery Teams as well as the Markets & Business Development Team. The SAC will develop a deep understanding of the Service Line Priority Accounts and act as the coordination point between the SLML, Service Line Account Leaders and stakeholders on those accounts. Where required, the SAC will immediately escalate matters to the Business Development Operations Manager, SLML or relevant stakeholder for resolution.

Essential Functions of the Job

• Account planning and tracking:
  • Understand the Account Management Framework (AMF) and champion application towards robust account planning and tracking;
  • Own implementation of Account Plans and initiate regular reviews against planned milestones and targets;
  • Run structured Account Progress Tracking Meetings with the SLML and Service Line Account Leaders, and follow through with implementing actions;
  • Proactively highlight risks and issues with respect to realisation of the account revenue plans;
  • Manage implementation of Business Development related activities and client events such as showcasing EY solutions;
  • Ensure every engagement code has relevant number of service quality assessments in line with account targets;
  • Be known for providing reliable and timeous support that responds to your stakeholders needs; and
  • Understand account support related processes and systems and where required ensure that data quality remains complete and accurate.
• Revenue, sales and pipeline tracking:
  • Promote and leverage the available reporting dashboards and metrics to actively track priority service line accounts’ performance, including monitoring GTER, Backlog, Pipeline, Projections, Margin;
  • Drive weekly progress tracking of revenue, sales, backlog and pipeline against respective targets;
  • Ensure relevant stakeholders receive and understand reported data;
  • Alert the SLML, Service Line Account Leaders and Account Teams, where there are challenges with meeting targets; and
  • Investigate and resolve instances of incorrect reporting.
• Know your customer:
  • Keep the SLML and Service Line Account Leaders appraised on key developments in the account;
  • Consolidate and share client insights and news from account meetings, EY or external knowledge sources;
  • Support the Service Line Account Leader, Account Team and other stakeholders, requiring information or guidance; and
  • Summarise or extract snippets from Analyst/Financial Reports into insights to disseminate to relevant stakeholders.

• Build relationships:
  • Develop strong working relationships with the Markets & Business Development Team, SLML, Service Line Account Leaders, Account Teams and other stakeholders;
  • Build great relationships with clients, especially the Procurement function; and
  • Update Service Line Priority Accounts relationship related information in CRM, MDM, GIS and any other relevant systems.
• Pipeline management:
  • Maintain a lapsed pipeline rate of <3% for Service Line Priority Accounts;
  • Direct new business client enquiries to the right team and follow through to ensure a proposal/feedback has been shared;
  • Keep pipeline data accurate and updated; and
  • Initiate, track and feed Win/Loss reviews into Account teams.
• Knowledge management:
  • Liaise with respective EY Knowledge professionals/ sector specialists to provide relevant knowledge to Account Teams;
  • Drive development of agreed client collateral e.g. Client Newsletters; and
  • Maintain catalogue and/or ensure catalogue of database of Proposals Submitted, Key Deliverables (non-confidential), Case Studies and Credentials from Engagement Partners / Managers remain up to date.
• Learning and development:
  • Expected to remain current on relevant EY training and curriculum (e.g. Sector Training, Account Management Framework (AMF), Systems Training, Lead Badges, amongst others.

Knowledge and Skills Requirements

• Excellent project management skills;
• Strong analytical and problem-solving skills;
• Proven ability to influence and build collaborative relationships with a wide range of stakeholders;
• Strong business and commercial acumen;
• Strong verbal and written communication skills;
• Exhibits drive and determination to overcome internal and external barriers and get results from people; and
• Is above average in competencies like Reporting, Data analysis, Business Research, MS Tools, etc.

Job Requirements

Education and Experience:

• University degree or 5+ years of relevant work experience; and
• Experience in a large Global organisation preferred.