Network Key Account Manager - Financial Services

Company Profile:

At FORVIS, your career is designed with a purpose. We want our team members to thrive professionally and feel the impact their work yields when serving clients, industries, and local communities. This starts by empowering team members to design a career journey that leverages their skills and fuels their passions.

Creating a best-in-class employee experience is at the heart of our vision for the future. With several industry focus areas, multiple service lines, and locations in five geographical regions across the country to choose from, the opportunities for your career are without limit.

About FORVIS

FORVIS is a Top-10 professional services firm providing assurance, tax, and advisory services, driven by our commitment to using our forward vision to provide rewarding career opportunities and deliver unmatched client experiences. Learn more at FORVIS.com

Design your career with purpose at FORVIS. For more information about our firm locations, visit FORVIS.com. FORVIS, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, or other protected classifications.

It is FORVIS's standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

• FORVIS expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
• FORVIS further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with FORVIS.
• Any resume or CV submitted to any employee of FORVIS without having a FORVIS vendor agreement in place will be considered the property of FORVIS.

Requisition Number: 2234960

Position Title:

External 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: analyze, track and update CRM pipeline opportunities and activities
• Contribute to pipeline and sales reporting by facilitating regular global leadership status updates and dashboards

• Pursuit Support
• 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

Minimum Qualifications:

• Bachelor's degree in a business-related field
• 6 years or more of experience in professional services
• Financial Services industry experience strongly preferred
• Proficiency in Microsoft Office suite of tools and CRM systems
• Subject matter knowledge and understanding of key industries, specifically Financial Services

Preferred Qualifications:

• 8 years or more of experience working in the public accounting and/or consulting industry
• Experience operating in a business development or account management capacity at a Top-10 global public accounting and consulting firm

#LI-TPA, #LI-ATL, #LI-OAK, #LI-KCMO, #LI-STL, #LI-CLTSP, #LI-CLTU, #LI-NYC, #LI-NASH, #LI-RICH, #LI-TYS

#LI-CH3

New York City Pay Transparency

Pursuant to the pay transparency laws of New York State and other local ordinances within the state including (but not limited to) New York City, the salary range displayed is for the New York markets. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Total compensation and benefits consist of salary, group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave. Forvis Mazars reserves the right to make changes to the salary range based on business needs.

New York Salary Range:

NY Minimum Salary (USD)

$ 120,000

NY Maximum Salary (USD)

$ 150,000

Illinois Wage Transparency

Pursuant to Illinois' Equal Pay Act, the salary range displayed is for the Illinois market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Non-exempt/hourly positions will be eligible for time and half pay for employees that work over 40 hours in a workweek. Benefits are eligibility-based and could include group health plan benefits, 401(K), bonuses, profit-sharing contributions, flexible time off, and parental leave. For more information on benefits, please visit https://resourcecenter.forvismazars.us/. Forvis Mazars reserves the right to make changes to the salary range based on business needs.

IL Minimum Salary (USD)

$ 120000

IL Maximum Salary (USD)

$ 150000

City: New York

State: New York

Community / Marketing Title: Network Key Account Manager - Financial Services

Location_formattedLocationLong: New York, New York US

CountryEEOText_Description:

With a legacy spanning more than 100 years, Forvis Mazars is committed to providing a different perspective and an unmatched client experience that feels right, personal and natural. We respect and reflect the range of perspectives, knowledge and local understanding of our people and clients. We take the time to listen to deliver consistent audit and assurance, tax, advisory and consulting services worldwide.

We nurture a deep understanding of our clients’ industries, delivering greater insight, deeper specialization and tailored solutions through people who listen to understand, are responsive and consult with purpose to deliver value.

About Forvis Mazars, LLP

Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, the firm’s 7,000 dedicated team members provide an Unmatched Client Experience® through the delivery of assurance, tax, and consulting services for clients in all 50 states and internationally through the global network. Visit forvismazars.us to learn more.

Forvis Mazars, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.
It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

Forvis Mazars, LLP expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with Forvis Mazars, LLP.Any resume or CV submitted to any employee of Forvis Mazars, LLP without having a Forvis Mazars, LLP vendor agreement in place will be considered the property of Forvis Mazars, LLP.