Client Relationship Executive (CRE) - PEI
Deloitte Services LP is seeking high performing candidates to drive sales growth with our largest and most sophisticated Private Equity accounts and Portfolio companies. Candidates should have an entrepreneurial spirit, strong relationship and teaming skills, strong organization skills and a proven track record in selling services to both Private Equity firms and associated Portfolio companies. In this role, candidates will focus on one or two specific clients including their respective portfolio companies and have responsibility for teaming with account teams to drive business development at those designated clients for the wide range of services offered by Deloitte's US subsidiaries.
The Client Relationship Executive (CRE) is responsible for building the relationship between Deloitte account teams and the client, helping to market Deloitte's services and capabilities to the client, and the planning and penetration of all areas within the client's organization. The role involves:
- Collaborating with account teams to define account penetration strategies
- Driving targeting efforts across the breadth of a client's business units and functions
- Building relationships with internal and external stakeholders to generate and develop ideas, pursue opportunities and close sales
- Assisting the account team with qualifying, pursuing and closing opportunities
- Playing an account leadership role in pursuits and an oversight role in the development of proposals
- Coordinating the efforts of Deloitte's cross-disciplinary teams during the sales process
- Driving connectivity with broader Deloitte solutions and offerings, including Ecosystems, Alliances, Industries/Sectors, and Businesses
- Working closely with Deloitte's Lead Client Service Partner (LCSP) to ensure that the client business and financial plan is developed, monitored and that sales processes are consistently executed across the account
The ideal candidate will have high agility with relationship development experience and a proven track record in selling professional services. The candidate will understand how to develop integrated marketing strategies that targets sophisticated Private Equity funds and their portfolio companies and their service needs. The candidate should have excellent internal teaming capabilities along with a sound understanding of the professional service delivery process and ideally will have experience delivering engagements at some point within their career. The typical candidate will have 10-15+ years of experience within professional services and the Private Equity marketplace.
Required Qualifications:
- Bachelor's degree required, MBA is desirable
- 10+ years' experience as a named account relationship executive, operating partner or associate at a PE fund, and/or business development manager serving top clients within the Private Equity marketplace.
- Previous experience delivering a breadth of management consulting services to Private Equity clients, including at the Portfolio company level;
- Poise, executive presence and high articulacy. A strong background in crafting and delivering proposals is also a requirement;
- Ability to influence and lead cross-functional teams in client pursuits
- Success in playing a leading role within an account team framework (i.e. working effectively with Lead Client Service Partners, Service Line/Industry leaders, practitioners and other business development professionals);
- Experience in relationship building that increases account penetration and leads to increased revenue opportunities with new and existing clients;
- Proven ability to develop and secure relationships at all levels within a client organization;
- Strong global, cross-business teaming skills
- Fluency in key sector domains, especially areas of increased client prioritization including but not limited to`1: Digital Transformation, Environmental, Social, & Governance (ESG), Operational Restructuring, Revenue Enhancement, Risk & Regulatory, and Cloud
- Strong professional services sales management knowledge and experience.
- Limited immigration sponsorship may be available
- Ability to travel 0-20%, on average, based on the work you do and the clients and industries/sectors you serve
For individuals assigned and/or hired to work in California, Colorado, Hawaii, Illinois, New Jersey, Maryland, Massachusetts, Minnesota, Nevada, New York state, Washington State, and Washington, DC, Deloitte is required by law to include a reasonable estimate of the compensation range for this role. This compensation range is specific to {insert location} and takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $186,500 to $311,000.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
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