General information

Name
IFS - Executive - Network Key Account Manager - Financial Services
Posting Title
Network Key Account Manager - Financial Services
Ref #
2234960
Date Published
Tuesday, May 6, 2025
City
New York
State
New York
Country
United States
Job Category
Internal Firm Services
Office
Executive (Forvis)
Advertised Location
US-FL-Tampa Bay, US-GA-Atlanta, US-IL-Chicago, US-MO-Kansas City, US-MO-Saint Louis, US-NC-Charlotte, US-NC-Charlotte, US-NY-New York, US-TN-Nashville, US-VA-Richmond, US-VA-Tysons
Working time
Full Time

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
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#LI-CH2

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
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