Account Director - Planning Analytics

Overview

Our client is a high-growth analytics consultancy engaging with organisations to develop best in breed Planning, Integration, Data Warehousing, BI and Automation solutions to companies that include global insurers, housebuilders, universities, manufacturers and prominent retailers. Whether they are looking to increase their financial resilience, enhance their operational efficiency or make the smartest decisions possible, our client sits alongside its customers to help them achieve their goals.

Role Description

Our client is seeking an experienced Account Director to join their commercial team in a services-led consultancy sales role. This position focuses on managing and growing strategic customer relationships while generating new business opportunities.

You will operate in a consultative sales capacity, engaging senior stakeholders across finance functions (including CFO and FP&A leadership) and positioning complex planning and analytics solutions and associated consulting services. The role combines account management and new business development, with a strong emphasis on expanding existing customers as well as identifying and qualifying net new opportunities.

The successful candidate will be commercially astute, comfortable selling high-value professional services, and able to operate effectively within a partner ecosystem involving large enterprise technology vendors.

This role suits a proactive and hands on salesperson who enjoys ownership of the full deal lifecycle, from opportunity qualification through proposal creation to commercial negotiation and long-term account growth.

Key Responsibilities

• Manage and grow strategic customer accounts, building long-term trusted relationships
• Drive new business within existing accounts and generate net new opportunities
• Sell consultancy and professional services using a consultative, value-led approach
• Engage senior finance stakeholders (CFO, FD, FP&A) and lead complex discovery
• Own the full sales lifecycle from qualification through to negotiation and close
• Develop and execute structured account plans and land-and-expand strategies
• Collaborate with delivery teams and operate effectively within partner ecosystems
• Maintain accurate pipeline management, forecasting and commercial governance

Essential Skills and Experience

• Proven B2B sales experience at a senior level
• Strong background in consultancy / professional services sales
• Proven experience selling to senior finance stakeholders
• Track record of both new business generation and account growth
• Strong commercial judgement and opportunity qualification capability
• Experience managing complex, multi-stakeholder sales processes
• Comfortable operating autonomously in a boutique / high-accountability environment
• Excellent communication, negotiation and relationship-building skills with a resilient, hands-on approach

Desirable Skills and Experience

• Exposure to Enterprise Performance Management (EPM), financial planning or analytics solutions
• Experience working alongside large enterprise software vendors or partner ecosystems
• Background within a consultancy or boutique services organisation
• Network of finance leadership contacts
• Familiarity with planning, analytics, data or performance management solutions