Client Services Account Manager

Job Role - Associate Vice President – Client Account Management Industry Leader (Financial Services)

Location -Hyderabad

Experience -16 + Years

Position summary

Associate Vice President – Client Account Management Industry Leader (Financial Services)

Client Account Managers (CAMs) translate account strategy into reality by navigating the firm, curating and delivering the best of XYZ for the client, and leading core account operations to accelerate profitable growth. CAMs are organized by industries and are focused on bringing efficiencies and leading practices to XYZ’s most important clients in these industries. CAMs assist internal leaders in strengthening relationships and expanding services by generating strategic industry, cross-sector, and company level insights to address client issues.

We are seeking a dynamic CAM Industry Leader to lead the Financial Services (FS) CAM team comprising of ~60 CAMs across US and India. We are seeking a person with 16+ years of experience in account management, with 4+ years of experience account management FS industry. Ideal candidate should have demonstrated strategic leadership of large teams with a track record of enabling growth and value drivers. Candidate should possess account management experience, strong research & analytical skills, along with excellent communication skills.

Work you’ll do

The professional will be expected to

a) lead the FS CAM team and

b) serve as a lead CAM on one or more accounts.

a) As the FS CAM Industry Leader

Expectations

Partner with Business, Industry and Sector Leaders

• Business leadership:

  Understand XYZ’s capabilities and priorities in each industry sector and help our industry/sector and account business leaders drive cross-functional engagement and business with our clients

• Industry leadership:

  Partner with key industry leaders on industry priorities and strategies and build a community of effective CAMs that understand industry trends, have marketplace knowledge and the key client issues within that; collaborate with Industry Chief of Staff on key industry events and initiatives (e.g. Industry Forum, industry learning, industry leader calls, sector leader meetings, etc.)

• Account leadership:

  Build relationships with account partners and other industry aligned account leaders to understand their priorities and shape CAM industry priorities accordingly.

• Industry colleagues:

  Engage with industry marketing, global, client relationship executives (CREs) and sales executives (SEs) communities, knowledge services, etc. to align on strategy and approach, share insights and best practices

• Deployment:

  Understand portfolio and accounts and provide insights to the CAM Resource leader regarding deployment of resources to maximize value for the industry clients

• Enhance insights:

  Provide consistent opportunities for team members to learn industry, sector, and account priorities/strategies; equip our team to become strategic advisors

Develop Our People and Our Community

• Build a high performing community:

  Bring CAMs together within and across industry teams and facilitate collaboration and best practice sharing. Responsible for talent management of India CAM team members including recruitment, training, performance management and evaluation, talent engagement, rewards and recognition. Promote best practice and knowledge shares among US and USI (US firm’s offices in India) team members

• Build a team of leaders:

  Focus on development and leadership opportunities within the Industry and Sector

b) As a CAM on a priority account,

The professional will also be expected to develop client facing materials, including presentations, meeting agendas, and proposals. He/should demonstrate strong research, analysis, writing, presentation, and communication skills. The professional will work with the India and US based FS CAM colleagues as well as senior leaders from XYZ’s client account teams in the US.

Expectations:

Deliver best- in- class account operations services

• Client Impact/External Facing Activities:

  Develop and distribute content on thought leadership, points of view documents, and webinars. Develop and manage distribution tracking systems to ensure measurement against marketing KPIs.

• Account Operations/Internal Team Management Activities:

  Develop strategies or solutions specific to account’s priorities, pain points, or to develop relationship. Conduct company, executive, and industry specific research insights and prepare the account leadership for their client meetings. Assist in the development and maintenance of account relationship tools including relationship map, organizational charts and the political balance sheet. Gather account financials from project controllers, populate eminence-related information, and update key client developments, including news and quarterly earnings summaries. Help in development and maintenance of SharePoint based team sites and support account-level financial activities.

• Contract, Risk and Quality Management Activities:

  Manage account-specific contracts and ensure adherence to confidentiality and compliance requirements. Assist in the onboarding/off boarding of account team.

Requisite core skills

• Passionate about serving internal account teams to deliver the best of the firm and strengthen relationships with XYZ’s most important clients
• Ability to build relationships and credibility with internal clients
• Self-motivated, proactive, innovative, and strong team player
• Strong analytical, problem-solving, and critical thinking skills
• Strong persuasion, influencing, negotiation, and conflict resolution skills
• Ability to think strategically and conceptualize operational plans to implement account-specific strategies such as communication and relationship strategy
• Strong research skills. Extensive knowledge of databases such as Factiva, Hoovers, One Source, etc.
• Solid knowledge of marketing frameworks such as SWOT, PESTLE, Porter’s Five Forces, etc.
• Ability to structure, organize, and synthesize information to develop key insights at company/industry level
• Strong presentation and verbal and written communication skills, and experience communicating to, and working with, virtual teams
• Ability to develop compelling and analytical data visualizations using one or more software tools, such as Excel, Tableau, and PowerPoint
• Accustomed to working in teams, including virtual teams.
• Highly developed personal and professional ethics are expected
• Deep knowledge of the US/Global FS industry is preferred
• Excellent team management and coaching skills

Qualifications, Experience, Work Location, and Timing

• Academic qualification: Master’s Degree like MBA
• Work experience: 16+ years
• Location: Hyderabad
• Work hours: 2:00 PM – 11:00 PM