Client Executive - PE portfolio companies & GTM programme lead - Associate Director - Permanent
4 days ago
London
At EY were all in to shape your future with confidence. Well help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. Client Executive PE portfolio companies & GTM programme lead The opportunity The Client Executive (CE) aligned to PE portfolio companies is a critical member of the core Private Equity Industry team. They are responsible for working alongside priority PE account teams to open up and build strong client relationships in order to drive cross-service post-deal sales opportunities across a number of PE portfolio companies ultimately turning these investees into significant clients of the firm in their own right. Your key responsibilities The CE will be responsible for originating sales within a defined group of portfolio clients and will: • Initiate build and sustain exceptional client relationships at the most senior levels of portfolio clients and targets, • Drive exceptional client service in every external and internal encounter, • Be insightful and leverage the knowledge of the clients issues and the industry/sector trends to identify and help develop new service offerings that will meet the clients needs, • Be connected to the fund agenda by working very closely with the fund account and deal teams, • Understand investee/sponsors strategic intentions and value creation thesis, • Play an account leadership role and building high performing account teams, • Lead / catalyse coordination of cross-SL EY teams through the sign to close and subsequent post deal phases to fully maximise the opportunity to EY - bringing rigour sustained focus and the broadest mindset, • Identify and position for post deal Value Creation opportunities across the full spectrum of EY services with the support of content owners/service line colleagues, • Focus on exit opportunities and oversee the relationship throughout the ownership cycle in order to best position for sellside/exit readiness work, • Understand permissible services and Independence restrictions In addition the CE will play a leading role running the overall go-to-market programme for Portfolio CSPs. Working alongside the sponsoring partner the CE will: • Be responsible for running quarterly meetings with Solution/ content owners to agree and prioritise offerings and campaigns relevant to portfolio companies, • Host regular community calls with the CSP community to cascade content discuss success in the market and create a valuable feedback loop back into the Solution owners, • Complete bi-annual reviews of the selected priority portfolio companies with PE House account teams to ensure CSP resource is appropriately allocated, • Work with Sales Brand and Marketing to ensure alignment and relevant promotion of events and client successes, • Work with PE Operations to provide regular programme reporting The role is expected to be 70% client sales 30% programme management. Skills and attributes for success A trusted advisor who can: • Gain clients and colleagues trust and confidence, • Be seen by clients to be bringing the best of EY in a responsive helpful manner, • Drive commercial outcomes that align with the interests of our clients, • Bring an origination mindset and grow break-in accounts, • Bring the best of EY capabilities to the PE Portfolio community, • Work collaboratively to create shape and support wider EY teams to win big deals, • Prioritise effectively; understand and navigate complex organisational structures A leader who can: • Build effective diverse and inclusive networks; promote EYs and own personal brand, • Value difference is attuned to clients and team members needs and is comfortable with ambiguity and differences of opinion, • Intentionally flex their style for the client and teams needs, • Bring the right balance to the role ie operating very effectively externally and spending majority time in the market but crucially able to make things happen internally across EYs matrix structure To qualify for the role you must have • Be able to operate at speed aligning to the fast pace and demanding culture common within the PE market, • 10 years of client service relationship management or business development experience in the professional services and solutions arena., • Demonstrated ability to communicate present and influence credibly and effectively at all levels of the organisation, • Strong business/commercial acumen and an understanding of major industry sector trends preferred with experience in delivering client-focused solutions based on customer needs, • Work as an extension to the Fund team (share insights and tightly connected) and in solo capacity to drive activity on the portfolio companies, • Proven sound judgment and flexibility in balancing multiple project requirements tight deadlines and keeping people and projects moving on schedule with high attention to detail, • Facilitate effective hand overs between service line teams and provide continuity of relationship to the client Ideally youll also have • Experience of working in the TMT Business Services Consumer/Retail or Industrial Products industry a plus, • Understand the deal lifecycle and services that EY can provide throughout, • Experience shaping GTM campaign material What we offer We offer a competitive remuneration package where youll be rewarded for your individual and team performance. Our comprehensive Total Rewards package includes support for flexible working and career development and with MyReward you can select benefits that suit your needs covering holidays health and well-being insurance savings and a wide range of discounts offers and promotions. Plus we offer: • Continuous learning:Youll develop the mindset and skills to navigate whatever comes next., • Success as defined by you:Well provide the tools and flexibility so you can make a meaningful impact your way., • Transformative leadership:Well give you the insights coaching and confidence to be the leader the world needs., • Diverse and inclusive culture:Youll be embraced for who you are and empowered to use your voice to help others find theirs. Please note Prior to finalizing your application you will be asked to provide personal information across several dimensions of diversity and inclusiveness. The information you provide is kept entirely confidential and will not be used to evaluate your candidacy. We collect this data to help us analyse our recruitment process holistically and implement actions that promote diversity and inclusiveness. While optional we encourage you to provide this information to hold us accountable towards our goal of building a better working world. Read more about our commitment to diversity & inclusiveness ___Prior to finalizing your application you will be asked to provide personal information across several dimensions of diversity and inclusiveness. The information you provide is kept entirely confidential and will not be used to evaluate your candidacy. We collect this data to help us analyse our recruitment process holistically and implement actions that promote diversity and inclusiveness. While optional we encourage you to provide this information to hold us accountable towards our goal of building a better working world. Read more about our commitment to diversity & inclusiveness At EY were all in to shape your future with confidence. Well help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. Client Executive PE portfolio companies & GTM programme lead The opportunity The Client Executive (CE) aligned to PE portfolio companies is a critical member of the core Private Equity Industry team. They are responsible for working alongside priority PE account teams to open up and build strong client relationships in order to drive cross-service post-deal sales opportunities across a number of PE portfolio companies ultimately turning these investees into significant clients of the firm in their own right. Your key responsibilities The CE will be responsible for originating sales within a defined group of portfolio clients and will: • Initiate build and sustain exceptional client relationships at the most senior levels of portfolio clients and targets, • Drive exceptional client service in every external and internal encounter, • Be insightful and leverage the knowledge of the clients issues and the industry/sector trends to identify and help develop new service offerings that will meet the clients needs, • Be connected to the fund agenda by working very closely with the fund account and deal teams, • Understand investee/sponsors strategic intentions and value creation thesis, • Play an account leadership role and building high performing account teams, • Lead / catalyse coordination of cross-SL EY teams through the sign to close and subsequent post deal phases to fully maximise the opportunity to EY - bringing rigour sustained focus and the broadest mindset, • Identify and position for post deal Value Creation opportunities across the full spectrum of EY services with the support of content owners/service line colleagues, • Focus on exit opportunities and oversee the relationship throughout the ownership cycle in order to best position for sellside/exit readiness work, • Understand permissible services and Independence restrictions In addition the CE will play a leading role running the overall go-to-market programme for Portfolio CSPs. Working alongside the sponsoring partner the CE will: • Be responsible for running quarterly meetings with Solution/ content owners to agree and prioritise offerings and campaigns relevant to portfolio companies, • Host regular community calls with the CSP community to cascade content discuss success in the market and create a valuable feedback loop back into the Solution owners, • Complete bi-annual reviews of the selected priority portfolio companies with PE House account teams to ensure CSP resource is appropriately allocated, • Work with Sales Brand and Marketing to ensure alignment and relevant promotion of events and client successes, • Work with PE Operations to provide regular programme reporting The role is expected to be 70% client sales 30% programme management. Skills and attributes for success A trusted advisor who can: • Gain clients and colleagues trust and confidence, • Be seen by clients to be bringing the best of EY in a responsive helpful manner, • Drive commercial outcomes that align with the interests of our clients, • Bring an origination mindset and grow break-in accounts, • Bring the best of EY capabilities to the PE Portfolio community, • Work collaboratively to create shape and support wider EY teams to win big deals, • Prioritise effectively; understand and navigate complex organisational structures A leader who can: • Build effective diverse and inclusive networks; promote EYs and own personal brand, • Value difference is attuned to clients and team members needs and is comfortable with ambiguity and differences of opinion, • Intentionally flex their style for the client and teams needs, • Bring the right balance to the role ie operating very effectively externally and spending majority time in the market but crucially able to make things happen internally across EYs matrix structure To qualify for the role you must have • Be able to operate at speed aligning to the fast pace and demanding culture common within the PE market, • 10 years of client service relationship management or business development experience in the professional services and solutions arena., • Demonstrated ability to communicate present and influence credibly and effectively at all levels of the organisation, • Strong business/commercial acumen and an understanding of major industry sector trends preferred with experience in delivering client-focused solutions based on customer needs, • Work as an extension to the Fund team (share insights and tightly connected) and in solo capacity to drive activity on the portfolio companies, • Proven sound judgment and flexibility in balancing multiple project requirements tight deadlines and keeping people and projects moving on schedule with high attention to detail, • Facilitate effective hand overs between service line teams and provide continuity of relationship to the client Ideally youll also have • Experience of working in the TMT Business Services Consumer/Retail or Industrial Products industry a plus, • Understand the deal lifecycle and services that EY can provide throughout, • Experience shaping GTM campaign material What we offer We offer a competitive remuneration package where youll be rewarded for your individual and team performance. Our comprehensive Total Rewards package includes support for flexible working and career development and with MyReward you can select benefits that suit your needs covering holidays health and well-being insurance savings and a wide range of discounts offers and promotions. Plus we offer: • Continuous learning:Youll develop the mindset and skills to navigate whatever comes next., • Success as defined by you:Well provide the tools and flexibility so you can make a meaningful impact your way., • Transformative leadership:Well give you the insights coaching and confidence to be the leader the world needs., • Diverse and inclusive culture:Youll be embraced for who you are and empowered to use your voice to help others find theirs. Please note Prior to finalizing your application you will be asked to provide personal information across several dimensions of diversity and inclusiveness. The information you provide is kept entirely confidential and will not be used to evaluate your candidacy. We collect this data to help us analyse our recruitment process holistically and implement actions that promote diversity and inclusiveness. While optional we encourage you to provide this information to hold us accountable towards our goal of building a better working world. Read more about our commitment to diversity & inclusiveness