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- Tasks: Lead client accounts in the Financial Services sector, driving digital transformation and Salesforce projects.
- Company: Join OSF Digital, a global leader in digital transformation with a vibrant team culture.
- Benefits: Competitive salary, inclusive workplace, and opportunities for professional growth.
- Why this job: Make a real impact by transforming businesses and enhancing customer experiences globally.
- Qualifications: Experience in managing enterprise accounts and strong communication skills required.
- Other info: Be part of a diverse team that values innovation and collaboration.
The predicted salary is between 36000 - 60000 £ per year.
OSF Digital is a leading digital transformation firm with a global footprint in 30+ countries and nearly 2200 employees. Our passion is in helping businesses leverage commerce, marketing, sales, service, analytics, loyalty, and digital experience solutions. With rapidly growing, global expertise in business transformation, OSF seamlessly guides brands throughout their entire digital transformation journey.
The Account Director is accountable for the overall health, profitability, and growth of assigned client accounts across the Financial Services industry, with a focus on supporting digital transformation and Salesforce implementation programmes. The role combines commercial growth responsibilities with account and delivery oversight, ensuring consistent delivery quality, maintaining positive executive-level client relationships, and achieving internal financial and operational targets.
Key Responsibilities
- Own and manage account-level revenue, bookings and account margin.
- Work with clients to shape and scope Salesforce and digital transformation engagements, ensuring commercial viability and alignment to client objectives.
- Provide weekly forecast updates of the opportunities.
- Deliver accurate monthly forecasting (pipeline and bookings).
- Work with delivery to ensure account margin and revenue are aligned with goals.
- Ensure corrective action plans are in place for underperforming accounts.
Client Relationship & Governance
- Collaborate with client executives to align OSF’s Salesforce and digital expertise with their strategic priorities.
- Lead or represent OSF Digital at Quarterly Business Reviews and governance meetings with client stakeholders.
- Monitor and report on account health metrics (satisfaction and adoption).
- Foster strong client relationships to identify and drive new opportunities to expand Salesforce and digital transformation services.
Delivery Oversight
- Partner with Delivery Leaders to ensure project execution meets time, budget, and scope commitments.
- Review weekly RAG status and financial performance across engagements.
- Proactively identify risks and initiate mitigation actions.
Growth & Expansion
- Actively pursue expansion within existing Financial Services accounts through consultative selling and solution development.
- Develop and execute account plans for each top-tier account.
- Identify and progress cross-sell / upsell opportunities to closure.
- Ensure pipeline coverage supports account growth targets.
Internal Collaboration & Leadership
- Coordinate with global OSF functions (Delivery, Strategy, Marketing) to bring the right capabilities into accounts.
- Provide leadership, coaching, and guidance to Client Services Managers / Account Leads.
- Share lessons learned and best practices across the wider Client Services community.
Requirements
- Strong communication, negotiation, and interpersonal skills.
- Experienced in managing enterprise-level accounts within the Financial Services industry.
- Solution/ consultative sales experience with Salesforce implementations and digital transformation programmes.
- Strategic thinking, problem-solving, and leadership abilities.
- Proven commercial acumen with accountability for revenue and margin targets.
- Experience in project delivery is highly valued, as this role works in close collaboration with Clients and Delivery teams.
OSF Digital is proud to be an equal opportunity employer, where you can bring your whole self to work. Join an inclusive and passionate community of professionals who help bring about digital transformation for businesses around the world.
Account Director in City of London employer: OSF Digital
Contact Detail:
OSF Digital Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Account Director in City of London
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals on LinkedIn or at events. We all know that sometimes it’s not just what you know, but who you know that can land you that Account Director role.
✨Tip Number 2
Prepare for those interviews by researching the company inside out. Understand their values and how they align with your experience in digital transformation and Salesforce. We want to see you shine and show them why you’re the perfect fit!
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in their minds. We believe in making connections that last!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. We’re excited to see your passion for driving digital transformation in action!
We think you need these skills to ace Account Director in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the Account Director role. Highlight your experience in managing enterprise-level accounts and any relevant Salesforce or digital transformation projects. We want to see how your skills align with our needs!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about digital transformation and how you can contribute to our team. Be sure to mention specific examples of your past successes in similar roles.
Showcase Your Communication Skills: As an Account Director, strong communication is key. In your application, demonstrate your ability to convey complex ideas clearly and effectively. This could be through your writing style or by sharing examples of successful client interactions.
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of getting noticed. It’s super easy, and you’ll be able to keep track of your application status. Plus, we love seeing applications come in through our own platform!
How to prepare for a job interview at OSF Digital
✨Know Your Numbers
As an Account Director, you'll need to demonstrate your understanding of revenue, bookings, and account margins. Before the interview, brush up on your financial metrics and be ready to discuss how you've managed these in previous roles.
✨Showcase Your Client Relationships
This role is all about fostering strong client relationships. Prepare examples of how you've successfully collaborated with clients, particularly in the Financial Services sector, and how you've aligned solutions with their strategic priorities.
✨Be Ready for Scenario Questions
Expect questions that assess your problem-solving and strategic thinking skills. Think of specific scenarios where you had to identify risks or implement corrective actions in underperforming accounts, and be ready to share those experiences.
✨Demonstrate Leadership Skills
You'll be leading teams and guiding Client Services Managers, so highlight your leadership experience. Share instances where you've coached team members or led cross-functional collaborations to achieve project goals.
