Commercial Specialist - Leadership Advisory Services
Jobtailor
Collaborate with teams of consultants and subject matter experts to drive business development and support Leadership Advisory relationships Generate business development materials, conduct market research, manage project workflows, and maintain knowledge assets Provide creative pitch materials and outreach strategies to client-facing teams Create client documentation including pitch decks, scope of work/letter of proposal documents, pricing strategies, and sample reports Design and implement self-service tools and resources for pitch development and execution Lead and support business development initiatives by tracking market trends, company developments, and executive movements Build targeted event lists for business development dinners, conferences, and other connection points Build relationships and collaborate with internal and external stakeholders Serve as the Pre-Project Expert for multiple simultaneous projects with Consultants and Research team members Identify priority targets through market research and develop tailored, scalable business development solutions Identify and prioritize business development materials and solutions using research, Firm networks, and external resources Work across Firm offerings to understand solutions and identify the best fit for client needs Support global knowledge management by sharing expertise, capturing best practices, and building an internal network Maintain and grow the US Leadership Advisory Services regional Knowledge Base Develop subject matter expertise and provide strategic guidance and insights on trends and topics Requirements Bachelor’s degree required A minimum of 3 years’ professional work experience (post-undergrad) Demonstrated functional experience of a similar nature (e.g., B2B sales, pitching, qualitative or legal research, professional services/consulting, project planning) Previous project-based experience working effectively on multiple mandates simultaneously Ability to effectively operate in a fast-paced, client-driven environment Exceptional critical thinking and analytical skills Proficient in MS Office, specifically PowerPoint Excellent verbal and written communication ability Demonstrates strong attention to detail Affinity and interest in the leadership advisory and/or professional services Superior engagement management abilities and initiative to lead projects with minimal guidance or supervision Exposure to user-centered design and basic graphic design principles, including an understanding of how design can improve communication, usability, and audience engagement Demonstrated ability to push back constructively and offer solutions Forward-thinking, structured, and process-oriented thinker Proficient in Excel, Sharepoint administration Certified in Knowledge Management and/or Project Management Self-starter mentality with good business judgement Core Competencies Demonstrates expertise in business development, project management, and client engagement within the leadership advisory and professional services sectors. Proficient in creating impactful pitch materials and conducting market research to drive strategic initiatives. Highest-signal resume keywords Business Development Project Management Market Research Client Engagement Knowledge Management ATS Optimization Keywords Hard Skills B2B Sales Qualitative Research Project Planning Pitch Development Data Analysis Soft Skills Critical Thinking Attention to Detail Verbal Communication Written Communication Engagement Management Certifications & Qualifications Knowledge Management Certification Project Management Certification Industry Keywords Leadership Advisory Professional Services User-Centered Design Graphic Design Principles Tools & Technologies MS Office PowerPoint Excel SharePoint #J-18808-Ljbffr Jobtailor
$85k - $95k
...motivated and detail-oriented SBA, Commercial Specialist to join our Expert team supporting the... ...efforts and support the growth of Leadership Advisory relationships across industries. Key... ...Managing Partner for Leadership Advisory Services in the U.S. Leadership Advisory...SuggestedWork experience placement$60k - $273.8k
...the role is locatedTeam OverviewIQVIA Advisory Services is a cornerstone of IQVIA, delivering... ...problem‑solving expertise, and intellectual leadership to clients and internal teams.... ...provider of clinical research services, commercial insights and healthcare intelligence to...SuggestedFull timePart timeWork at officeLocal areaImmediate startWorldwide$99k - $232k
...SectorNot ApplicableSpecialismCMAAS (Capital Markets and Accounting Advisory Services)Management LevelManagerJob Description & SummaryThe... ...for project success and maintaining standards. Enhancing your leadership style, you motivate, develop, and inspire others to deliver...SuggestedFull timeH1b$200k - $250k
...Overview Lead our Client Advisory Services team—a specialized group of insurance industry experts focused on unlocking maximum customer... ...actionable business recommendations Partner with other regional leadership to ensure assessment consistency, quality standards, and...Suggested- ...customer value and think about customer support in a digital, self-service manner and you’re ready to apply your knowledge to help... ...to solve problems and transform challenges into opportunities. Leadership and verbal skills Yours are top-drawer, and you know how to work...SuggestedFull timeContract workLive inWork at officeLocal area
- #LI-CR2 #LI-Hybrid CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help...Work at office
$157.6k - $236.4k
...organizations trust DXC to deploy services across the Enterprise... ...seeking a high-impact sales specialist with an ability to originate... ...engagementsOperating Model and Leadership TraitsProven success... ...preferredExperience in consultative or advisory-led sales...Minimum wageFull timeContract workRemote workFlexible hours$77k - $202k
Industry/SectorNot ApplicableSpecialismCMAAS (Capital Markets and Accounting Advisory Services)Management LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Deals - Capital Markets Accounting Advisory Services - Senior Associate, you will provide strategic...Full timeH1b$124k - $280k
Industry/SectorNot ApplicableSpecialismCMAAS (Capital Markets and Accounting Advisory Services)Management LevelSenior ManagerJob Description & SummaryThe OpportunityAs a Deals - Capital Markets Accounting Advisory Services - Senior Manager, you will provide strategic guidance...Full timeH1b$122k - $147k
Advisory Consultant Boston, MA, US. Full time. Hybrid/On site. Hybrid About us About us WHY LINEDATA ? Join us in shaping the fintech of... ..., you'll help build cutting‑edge platforms and tailored services that power the daily operations of 700 leading financial institutions...Full timeWork at officeLocal areaWorldwide$146.7k - $335.1k
...New York, Hoboken, McLean, Atlanta, Houston, Dallas, San Jose, San Francisco, Seattle The opportunity Our Financial Accounting Advisory Services (FAAS) team is growing exponentially, and as a Senior Manager in our Technical Accounting Advisory Group (TAAG), you will play...Work experience placementSummer holidayWork at officeFlexible hours$140k - $170k
...better world by combining world class services, advisory and technology for our clients. We are... ...Whether you’ve got deep experience in commercial real estate, skilled trades or technology... ...teams, pursuits teams, and functional leadership to coordinate TSSO positioning.Develop...Full timeContract workLocal areaRemote work$86.7k - $170.9k
...Consultant - Trading & VCO Advisory - Enterprise Operations & RiskDeloitte... ...commodity sectors. Analyze commercial and operational data to... ...build new skills, take on leadership opportunities and connect... ...Deloitte Financial Advisory Services LLP, a subsidiary of Deloitte...Local areaVisa sponsorship- ...infrastructure investment worldwide, our services are in great demand. We... ...us.Job DescriptionAECOM Advisory is seeking a dynamic... ...policy analysts, economists, commercial strategists, technologists,... ...your technical expertise and leadership skills, helping you build the...Work at officeLocal areaWorldwideRelocation packageFlexible hours
- PKF O’Connor Davies is a top-ranked accounting, tax, and advisory firm with offices across the U.S. and internationally through our PKF... ...real value to our clients. Our mission is to provide exceptional service while fostering long-term relationships built on trust and...Full timeLocal areaFlexible hours3 days per week
$90.3k - $112.9k
...that started back in 1874.Join us as aSales Account Manager - Service Your main responsibilitiesCustomer Account Management,... ...ensure customer satisfaction and achievement of sales objectives.LeadershipAbility to provide guidance and expert support to more junior Sales Account...Contract workWork at office- ...Service Sales Representative A Fortune 1000 company in the commercial HVAC industry is looking for a Service Sales Representative with experience and knowledge to partner with high level leadership in an established territory in the Boston metro area. Job Duties...Local area
- ...Specialized Advisory | Big 4 Audit Background Required Transition from external audit into strategic advisory... ...expertise. Join an established professional services organization supporting senior finance leadership at large and mid-sized companies on complex accounting...H1bRelocationRelocation package
$36.84k - $52.58k
...profit, we support patient care, research, teaching, and community service, striving to provide exceptional care. We believe that high-... ...Brigham, our competency framework defines what effective leadership “looks like” by specifying which behaviors are most critical for...Hourly payFull timeWork at officeRemote workShift work$55.48k - $61.31k
...environmental stewardship, convenience, and exceptional customer service, we take pride in fostering meaningful connections between... ...WHAT WE OFFER Collaboration with colleagues at all levels of leadership from all different disciplines, from Aviation to Maritime and...Full timeLocal area$69k
...offers flexible work hours and clear paths for advancement into leadership and management. You will work remotely, serving clients by... ...communication and relationship-building skills Sales or customer service experience is helpful but not required Qualifications...Remote jobWork from homeFlexible hours- Sales Development Program Specialist Financial Services Industry - Banking & Capital Markets | InsuranceAccenture is a leading solutions and services... ...analytically in a problem-solving environmentExcellent leadership, communication written and oral and interpersonal...Full timeLive inLocal area
- ...resolution. -Develop a deep understanding of the company's products, services, policies, and procedures. -Stay updated on product or service... ...Brigham, our competency framework defines what effective leadership "looks like" by specifying which behaviors are most critical...Remote workShift work
$171.6k - $338.3k
...to accelerate growth for its ServiceNow Service Line across Financial Services. The Sales... ...Business Reviews (QBRs) with ServiceNow leadership and Deloitte account teams. Set the... ...through marketplace or partner-influenced commercial models.Undergraduate degree; advanced degree...Local area$20 per hour
A leading staffing agency in Boston is seeking a Service Representative for a hybrid, contract position in the Commercial Lines Customer Service Center. The role involves managing customer contacts, responding to inquiries, and providing quality service primarily via phone...Hourly payContract work$116.2k - $229.1k
...initiatives. We offer comprehensive end-to-end support and advisory services, covering areas such as valuation modeling, cost optimization... ...learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From...Local area$70k - $151k
Senior Consultant - Accounting Advisory (BOS) From the beginning, our goal was to establish... ...techniques and collaborate with firm leadership to identify compliant opportunities to enhance... ...Prior experience in professional services (public accounting, advisory firm, or management...Work at officeLocal areaRemote workFlexible hours3 days per week$180k - $220k
Grant Thornton is seeking an Advisory Director Client Relationship... ...ROI across shared services, finance, IT, HR, customer service... ...solution strategy, pursuit leadership, and executive relationship... ...services models) preferred Strong commercial acumen: qualification...InternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week$191.19k - $318.64k
...Expert-Level Services Sales Account Manager Keysight is at the forefront of technology... ...Responsibilities Strategic Account Leadership Own and grow an assigned... ...managed service capabilities. Negotiate commercial terms, pricing, and service deliverables...Contract work$55k - $65k
...Managers, other regional team leads, Central Service team and all departments in a fast-... ...for Payment Experience Associates & Specialists and the key voice for payment experience... ...updated materials The desire to develop leadership skills, to drive a team's success and...Full timeWork at officeLocal areaImmediate startFlexible hours
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