Responsibilities
- Oversee the design and maintenance of the firm's account planning framework, including templates, timelines, and accountability standards
- Lead the full account planning cycle by coordinating contributions from Account Leaders, Industry Vertical Leaders, and practice teams
- Ensure account plans remain current by tracking updates, action items, and ownership after each planning session
- Create visual coverage maps for key accounts showing relationship depth, history, and current engagement
- Deliver quarterly reviews of account plans to senior leadership, including compliance tracking and performance comparisons
- Analyze gaps in service delivery across priority accounts to uncover cross-selling and growth potential
- Develop detailed intelligence profiles for key accounts, capturing organizational charts, decision-makers, and market developments
- Convert intelligence findings into actionable opportunities and distribute them to relevant account and industry leaders
- Collaborate with Industry Vertical Leaders to integrate sector-specific insights into account strategies and planning
- Track and analyze firmwide cross-sell performance, conversion rates, and outcomes to guide strategic decisions
- Define and manage the format, standards, and schedule for bi-annual client value reviews across Tier One Core and Tier Two Strategic accounts
- Gather inputs from account and industry teams to prepare pre-read materials, value assessments, and relationship health evaluations
- Work with Delivery Excellence and Account Leaders to ensure value measurements are accurate and consistently applied
- Synthesize findings from completed client reviews to identify trends in client priorities, value drivers, and relationship risks
- Maintain finalized summaries, joint objectives, and assigned workstream owners as permanent records in DealCloud
- Disseminate best practices and lead internal training sessions as needed
- Support recruitment initiatives and broader firm-building activities
- Help foster a high-performance, inclusive workplace culture
Work Arrangement
On-site — Gurgaon
Other
Willing to relocate to or be primarily present in Gurgaon
