Account Manager - Financial Sponsor Coverage

Ideas | People | Trust 

We’re BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today’s changing world.  

We work with the companies that are Britain’s economic engine – ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams that lead them.  

We’ll broaden your horizons 

Our Sales & Marketing team is building a function that reflects who we are: open, trusted and focused on shaping what matters. You’ll join a team big enough to offer big priorities and commercial challenges, yet personal enough to ensure you’re supported and empowered from day one. 

Here, we think beyond. You’ll bring ideas, challenge thinking and help shape how we deliver campaigns, insights and engagement across the business. Working closely with internal clients, you’ll deepen your understanding of our sectors and see how connected teams drive our 2028 growth ambitions. 

From strategic storytelling to capability‑building and smarter ways of working, you’ll grow your skills while working with people who care about doing the right thing. 

We’ll help you succeed 

In this team, development is central to how we work. You’ll have access to best‑in‑class training, clear capability frameworks and hands‑on learning that give you the confidence and skills to grow quickly. 

We make it personal with supportive teams where you belong, are trusted, and take transformative work on early. You’ll collaborate across service lines and leadership levels, building relationships grounded in openness and accountability. 

You’ll bring your best - taking ownership, delivering quality and building trust across the firm. In return, you’ll get clarity, fair feedback and the development you need to succeed. You won’t just complete tasks - you’ll help shape how the team evolves and how we support the business. 

The Sales and marketing team are looking to recruit an Account Manager to be deployed to the Financial Sponsor Coverage Key Account Programme. The key account provides the strategic, structural and operational backbone for BDO’s institutional approach to private equity. Operating at the centre of the FSC team, the role designs nuanced frameworks, embeds processes and ensures UK and global alignment across streams, sectors and regions. Although not directly client‑facing day‑to‑day, the role supports Lead Relationship Partners and the Financial Sponsor Coverage team, and manages selected priority accounts to model best practice and drive a consistent, insight‑led, institutional‑grade approach. The Account Manager is accountable for improving retention, expansion and client outcomes through disciplined account practices supporting account teams to deliver high-quality engagement and follow-through.

Key Responsibilities

• Design, develop and continuously refine the Financial Sponsor Key Account framework, tailored to private equity and adaptable across other Financial Sponsor segments, including infrastructure and real estate.
• Define account segmentation criteria, priority tiers and strategic account classifications to ensure differentiated, insight-led management of sponsor relationships.
• Establish and maintain strategic account planning methodologies, templates and best-practice playbooks.
• Develop and run a consistent governance and review cadence across priority accounts, including account planning, pipeline reviews, internal alignment sessions and performance reviews.
• Build standardised processes for account reviews, governance, escalation, risk management and issue resolution.
• Align UK and global account management protocols to support a consistent One Firm approach across BDO member firms.
• Lead the day-to-day operation and governance of the Financial Sponsor coverage programme, ensuring disciplined execution against agreed priorities.
• Support and constructively challenge Lead Relationship Partners (LRPs) and account teams to drive accountability, alignment and delivery across the sponsor portfolio.
• Facilitate account reviews and leadership meetings, ensuring coordinated execution across service lines and stakeholder groups.
• Establish structured review and feedback mechanisms to ensure client and market insights are effectively shared with LRPs and key stakeholders.
• Maintain high-quality account, opportunity and relationship data within Dynamics and associated systems, ensuring accurate opportunity capture, pipeline progression, activity tracking and next-step planning.
• Partner closely with the PE Operations team to extract, analyse and interpret financial, portfolio and client data to support account growth strategies.
• Use data and commercial insights to improve focus, prioritisation and performance across account teams.
• Provide reporting, analysis and performance improvement recommendations through collaboration with Operations and Commercial Insights teams.
• Coordinate procurement and commercial activity across priority accounts, ensuring clear ownership, timelines, stakeholder alignment and delivery against requirements. (if appropriate)
• Support bid and pursuit activity, ensuring opportunities are aligned to account strategy and coordinated effectively across teams.
• Work closely with Bids, Pursuits, Operations and Commercial Insights teams to ensure coordinated delivery of account strategies and pursuit activity.
• Coach and develop members of the Financial Sponsor key account team, building capability in strategic account management and Financial Sponsor coverage.

You'll be someone with

• Experience managing a portfolio of accounts in a professional services environment.

• Experience of working with Financial Sponsors (private equity and/or multi‑asset managers) with an understanding of deal dynamics.

• Strong facilitation and coordination skills with senior stakeholders/partners.
• Proven ability to implement consistent account routines and improve pipeline discipline.
• Strong CRM/pipeline experience (Microsoft Dynamics or similar).

• Analytical capability: market, deal and portfolio analysis; proficiency with Power BI and AI‑enabled tools.
• Strong programme & project leadership capability.
• Excellent communication skills and the ability to influence and challenge senior stakeholders including Lead Relationship Partners

At BDO, we’ll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. 

We’re in it together 

Mutual support and respect is one of BDO’s core values and we’re proud of our distinctive, people-centred culture.  From informal success conversations to formal mentoring and coaching, we’ll support you at every stage in your career, whatever your personal and professional needs. 

Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another.  At BDO, you’ll always have access to the people and resources you need to do your best work. 

We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we’ve invested in state-of-the-art collaboration spaces in our offices.  BDO’s people represent a wealth of knowledge and expertise, and we’ll encourage you to build your network, work alongside others, and share your skills and experiences.  With a range of multidisciplinary events and dedicated resources, you’ll never stop learning at BDO. 

We’re looking forward to the future  

At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy.  

Our success is powered by our people, which is why we’re always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions 

We’ve got a clear purpose, and we’re confident in our future, because we’re adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.  

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