21 Oct
|
RSM Canada
|
Winnipeg
21 Oct
RSM Canada
Winnipeg
The Key Account Executive - Canada We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.
Responsibilities Strategic account leadership and planning
Develop and maintain account plans for assigned Canadian key accounts, including client priorities, relationship maps, service footprint, retention risks, whitespace opportunities and coordinated actions.
Partner with client service leaders to establish account objectives, governance, meeting cadence and measures of progress that support the overall client relationship.
Lead periodic internal account reviews with assurance, tax, consulting and industry specialists to align on client needs, opportunities, delivery considerations and next steps.
Coordinate national and cross-border resources where client operations or priorities extend beyond Canada, while keeping Canadian relationship ownership and client context clear.
Client relationship management and retention
Serve as a senior relationship connector for assigned accounts and build trusted relationships with executives and key stakeholders across functions, business units and Canadian locations.
Maintain a disciplined client-contact cadence, including executive check-ins and structured business reviews, to understand priorities,
assess relationship health and reinforce value delivered.
Anticipate renewal, satisfaction or service concerns; coordinate timely interventions with engagement and service leaders and follow through on agreed actions.
Promote client advocacy, referrals and appropriate thought-leadership participation in collaboration with client service and marketing teams.
Account growth and cross-service expansion
Identify, qualify and advance opportunities within existing accounts by connecting business issues to relevant RSM Canada assurance, business tax, financial consulting, managed services, management consulting, risk consulting, sustainability, transaction advisory, private company and public company services.
Create client-specific value propositions and coordinate discovery, solution design, proposal development and executive presentations with the appropriate service and industry professionals.
Expand relationships responsibly by prioritizing client need, service fit, independence requirements, delivery capacity and long-term relationship value.
Maintain a current chance pipeline and communicate forecast assumptions, dependencies, risks and next actions.
Industry and Canadian market insight
Develop working knowledge of the sectors represented in the assigned portfolio and bring relevant Canadian economic, operational, tax, regulatory,
technology and workforce considerations into account conversations.
Use RSM Canada industry and service insights to prepare tailored points of view for clients across sectors such as financial services, asset management, automotive, business services, construction, consumer goods, energy, food and beverage, government and public sector, health care, industrials, insurance, life sciences, professional services, real estate, retail and technology, media and telecommunications.
Engage Canadian industry leaders to validate account hypotheses, shape sector-relevant solutions and share market intelligence.
Internal orchestration and client experience
Create clear roles, communication protocols and follow-up accountability across the account team so the client experiences RSM as coordinated and easy to work with.
Facilitate internal preparation for significant client interactions and ensure that client context, objectives and decision criteria are understood by participating teams.
Partner with engagement leaders to monitor commitments, client feedback and service outcomes, escalating material concerns through appropriate leadership channels.
Operate in accordance with firm policies, professional standards, independence requirements, confidentiality obligations and applicable Canadian legal and regulatory considerations.
CRM, forecasting and accountability
Maintain timely and accurate CRM records for contacts, relationship activity, account plans, opportunities, forecasts and agreed follow-up actions.
Prepare concise monthly and quarterly portfolio updates covering retention outlook, relationship health, pipeline movement, wins, risks and leadership support requir
📌 Key Account Executive (Winnipeg)
🏢 RSM Canada
📍 Winnipeg