Account Manager

Job Summary:The Account Manager works closely with the Lead Relationship Principal and -National Account Executive to drive and manage account team opportunities/activities within existing clients. This role has a dual reporting structure to the National Managing Director, BDO Premier/Account Management and the Lead Relationship -Principal.Job Duties:Prioritizes opportunities and co-develops actionable steps; seen as the “go to” person and eyes/ears of the team, keeping the team current on the clientDrives team to have a deep understanding of the client’s strategies/issues, industry issues, buying habits, executives and competitorsUpdates team on current views and news of the client, disseminates pertinent information to the team and transitions data/newsworthy information to insightsChampions a “one firm” approach on all account team opportunities/discussions, with an understanding of how other accounts teams are executing on relationship and account management principles/methodologies, and shares and adopts winning practices across account teamsProactively teams with the Lead Relationship -Principal, key partners, client service team members, and -National Account Executive to develop and facilitate Account Plan/Workshops, discuss opportunities, activities, action items, etc., and engages with team throughout the year to keep plan aliveLeverages account team tools/resources strategically to maximize client opportunities and relationship expansion (i.e. relationship mapping, CRM, client/industry research tools, marketing tools, etc.) Understands how BDO is positioned with a client, and assesses the competitive landscape at the client, how BDO is perceived and where the Firm has gained penetration, as well as ensures team is seeking and acting on client feedbackBuilds strong relationships with BDO Industry marketers and SMEs, and engagement team members specific to accountsBrings appropriate BDO industry people/resources to account teams to drive value-based discussions with clientsBridges Firm resources to identify opportunities across all business linesConducts client research, and prepares account briefs and talking points to prepare team members for client meetings/proposalsTracks activities, action items, revenue and pipeline for account teamPromotes gap to goal discussions through comprehensive revenue and pipeline management, and ensures accurate information is entered in to CRMResearches and leverages thought leadership targeted to clientChampions the use of firm-wide account and relationship management principles, pursuit methodologies, pursuit coaching on “go” or “no-go” decisions to drive overall account team revenueProvides pursuit -support, and drives team through pursuits/proposals and other strategic opportunities, including developing a strategy and value proposition for the pursuit, relationship management, win/loss debriefs in collaboration with Lead Relationship -Principal and -National Account Executive Collaborates with marketing to apply marketing tactics and develop winning practices around account specific marketingListens for clients socially, following key clients and executives on Twitter, LinkedIn, blog posts, etc., and ensures Partner/Client Service team member LinkedIn profiles are relevant and engagingAssists in driving client specific events, and identifies client networking opportunities and BDO marketing events to interact with clientsOther duties as requiredSupervisory Responsibilities:N/AQualifications, Knowledge, Skills and Abilities:Education:Bachelor’s degree and four (4) or more years of project management, relationship development, sales, recruiting, marketing and/or business development related experience, required; OR High School Diploma/GED and six (6) or more years of Project management, relationship development, sales, recruiting, marketing and/or business development related experience, requiredExperience:Experience working in the accounting, financial consulting, business advisory and/or professional services, preferredExperience working at one of the Big Four or a national / regional accounting firm, preferredLicense/Certifications:N/ASoftware:Proficient in the use of Microsoft Office Suite, especially Excel and PowerPoint, requiredProficient with CRM, preferredLanguage:N/AOther Knowledge, Skills, & Abilities:-Good business acumen with the ability to understand and communicate BDO’s business, marketplace and value propositionKnowledge of contact management software, including update, maintenance and list generationInnovative self-starter with the ability to resolve complex national functional problems independently as well as with collaboration with others Excellent strategic and creative judgment Ability to create professional networks, and build strong relationships at all levels of the organizationExecutive presence to interface with Firm leadershipAbility to organize and collaborate with individuals at all levels of seniorityLeadership skills, including relationship management, - teaming, coaching, facilitation and decision-makingAbility to navigate and work effectively in a heavily matrixed organizationStrong analytical skills in developing tracking/measurement processesExcellent project management and execution skillsExcellent attention to detail and qualityExcellent customer service skillsAbility to work independently or within a team environmentStrong writing and editing skills, with a focus on developing messages with impactExcellent verbal and written communication, as well as the ability to present and facilitate Ability to thoughtfully and positively influence, lead, marshal resources and manage -projects in a matrix environmentIndividual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.National Range: $80,000 - $120,000Maryland Range: $80,000 - $120,000NYC/Long Island/Westchester Range: $80,000 - $120,000At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed. Here, you’ll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you.Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact.BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you’ll be part of a team helping clients navigate complexity and move forward with clarity.We are proud to be an ESOP company, offering participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we’re building together.Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits. Click here to find out more!*Benefits may be subject to eligibility requirements.Equal Opportunity Employer, including disability/vetsClick here to find out more!Full timePosting Date: 2026-07-30