Deal Manager

EYCharlotte, DC
1d$100,000 - $187,000

About The Position

At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. The opportunity The Deal Manager is responsible for supporting the firm’s most high-value, strategic deals (those designated Alpha+ and/or Alpha) across the following scope of responsibilities: • Manage execution of pursuit process, including critical path, timeline, and interdependencies • Assess competitive situation and help develop differentiated win strategy focused on client priorities while protecting EY’s interests • Develop power map and tactics to navigate client buying process • Provide ‘glue’ to focus and guide extended pursuit team through structured sales approach and proposal development • Collaborate with extended pursuit team define, package and articulate compelling client offer across scope, solution, price, and terms • Plan storyline/key messages and prepare extended team for orals. The Deal Manager is expected to be a beacon of pursuit excellence, bringing vast knowledge, tools, and resources from across the firm and their own professional experience to proactively keep the pursuit on track and moving towards a winning outcome. Assistant Deal Managers will develop foundational deal acumen, leadership, and insight by supporting Deal Leads and/or Associate Deal Managers on Alpha+ and/or Alpha deals, respectively.

Requirements

  • Must be able to operate in a fast-paced, deadline-driven environment
  • Influences/challenges the pursuit team to optimize the chances of winning
  • Demonstrates versatility and poise in a constantly evolving environment with a wide variety of social styles and interests
  • Solution-oriented and makes sound recommendations and decisions
  • Champions best-practice pursuit tools and processes, while remaining open to new and better ways of doing things when appropriate
  • Excellent communication skills (written and verbal)
  • Excellent project management and organizational skills with high attention to detail and the ability to manage multiple workstreams simultaneously
  • Has a strong ability to influence and direct others
  • Self-motivated, resourceful, and able to work from own initiative with limited supervision
  • Has a strong understanding of the business development and/or pursuit environment
  • The Deal Manager supports opportunities with a great deal of firm leadership exposure/involvement thus the Deal Manager must exhibit strong interpersonal skills.
  • Embrace shared philosophy that “great teams” execute a consistent set of behaviors aligned with being a:
  • Trusted Strategic Advisor – Build Trust and credibility by proactively providing forward-thinking insights and guidance to help pursuit teams develop and execute a winning pursuit strategy
  • Gold Standard Champion – Execute EY’s “gold standard” pursuit process with discipline and expertise to improve consistency and use of leading practices in EY’s approach to winning
  • Win-Win Advocate – Drive internal and external clients towards outcomes that deliver compelling and sustainable results for both the client and EY.
  • Creativity and innovation Driver – Inspire and challenge teams to differentiate EY through innovative strategies, experiences, and deliverables that compel our clients to choose EY
  • Inspirational Change Agent – Invest in developing world-class talent, methods, tools, and capabilities to deliver better results, create exceptional experiences, and develop transformative leaders and teams.
  • Bachelor’s degree or equivalent required, preferably in a related field such as Business Administration, Sales, Marketing, English, Public Relations, or Journalism.
  • Approximately 5+ years of relevant experience in pursuits, business development, marketing or project management, preferably in a professional services environment.
  • Must have communications and proposal writing experience, including the ability to provide relevant writing samples.

Nice To Haves

  • APMP, PMP certification is considered advantageous

Responsibilities

  • Project Management – Organizes, documents, and drives all pursuit workstreams and activities throughout the pursuit lifecycle.
  • Executes the firm’s Gold Standard Pursuit Process (GSPP) using gold standard tools and enablers to manage the pursuit from qualification through close.
  • Establishes deal infrastructure, including TEAMS site, calendar, action tracker, team roster, notebook, etc. with support from the Deal Coordinator as needed.
  • Develops and maintains the pursuit plan/action tracker and calendar, making certain that all pursuit activities are assigned ownership, tracked and executed according to schedule.
  • Ensures all pursuit deliverables (e.g., meeting documents, proposals, presentations) are developed on schedule submitted on time and with the highest quality.
  • In coordination with the Deal Leader, sets up and runs a regular cadence of deal status calls with support from Deal Coordinator, as needed. Supports the Deal Leader in developing status call agendas and debriefs.
  • Supports Deal Leader in developing and distributing internal status updates for leadership and others as necessary.
  • Engages and oversees support resources as necessary/appropriate, including Proofers, EY Knowledge, Pursuit Resource Center, additional Creative Services, etc.
  • Act as the centralized knowledge steward for the pursuit.
  • Written communications - Crafts articulate and client-centric content across all pursuit deliverables, most notably the win themes and proposal document.
  • Responsible for the development of all client-facing, written deliverables (e.g., meeting documents, proposals, presentations) that adhere to the firm style guide in collaboration with the Creative Designer for design and formatting.
  • In collaboration with other pursuit team members (e.g., Deal Leader, Engagement Partner, Client Partner), develops client-centric win themes that underpin the entire deal strategy. Ensures the win themes are reflected consistently throughout all client communications and deliverables.
  • Authors original content when critical and/or necessary (e.g., cover letter, executive summary) and leverages relevant firm resources to source non-critical, boilerplate content when appropriate.
  • Responsible for making sure the final proposal document tells a consistent, winning story and flows as if written in one voice.
  • Deal strategy – Leverages gold standard process/tools, innovation, insight, and resourcefulness to help create a differentiated and winning deal strategy.
  • Supports discussions/meetings around deal strategy, actively contributing to critical deal meetings such as kick-off, win strategy, orals prep, etc.
  • Supports the Deal Leader in the constant qualification of the deal and navigating the deal through firm governance, quality, and approval processes (e.g., Approval to Pursue, Approval to Contract)
  • Suggests creative ideas that enhance our win strategy or ability to differentiate.
  • Builds collaborative relationships with pursuit teams, including Service Line, Account and Business Development leaders as well as Senior Managers, Managers and Staff.
  • Shares lessons learned, best practices and innovation from pursuits and other experiences with teammates, the broader BD community, and the global firm as appropriate.
  • Supports team strategic and/or operational initiatives to develop new or enhance existing best practices, tools, or enablers.
  • Flexibility to work outside regular working hours and across time zones

Benefits

  • We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business.
  • The base salary range for this job in all geographic locations in the US is $100,000 to $187,000.
  • The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $120,000 to $212,500.
  • Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography.
  • In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
  • Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances.
  • You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
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