Key Account Executive growing Canadian client relationships for RSM’s professional-services firm. Coordinating assurance, tax and consulting opportunities across industries.
Responsibilities
Develop and maintain account plans for assigned Canadian key accounts
Establish account objectives, governance, meeting cadence and progress measures with client service leaders
Lead internal account reviews with assurance, tax, consulting and industry specialists
Coordinate national and cross-border resources while maintaining Canadian relationship ownership
Build trusted relationships with executives and key stakeholders across functions, business units and Canadian locations
Maintain client-contact cadence, including executive check-ins and structured business reviews
Anticipate renewal, satisfaction and service concerns and coordinate interventions
Promote client advocacy, referrals and thought-leadership participation
Identify, qualify and advance opportunities within existing accounts across RSM Canada services
Create client-specific value propositions and coordinate discovery, solution design, proposals and executive presentations
Maintain an opportunity pipeline and communicate forecasts, dependencies, risks and next actions
Bring Canadian economic, operational, tax, regulatory, technology and workforce insights into client conversations
Engage Canadian industry leaders to validate account hypotheses and shape sector-relevant solutions
Create account-team roles, communication protocols and follow-up accountability
Facilitate preparation for significant client interactions and ensure client context and objectives are understood
Monitor commitments, client feedback and service outcomes, escalating material concerns
Maintain accurate CRM records for contacts, relationship activity, account plans, opportunities and forecasts
Prepare monthly and quarterly portfolio updates covering retention, relationship health, pipeline movement, wins, risks and leadership support
Assess progress using retention, revenue growth, relationship depth, cross-service participation, forecast quality and client feedback measures
Perform other duties as assigned
Requirements
Bachelor's degree in business, accounting, finance, marketing or a related discipline OR progressive relevant past sales experience
7+ years of progressive strategic account management, client development or consultative sales experience in professional services, accounting, consulting or complex business-to-business services
Experience managing and growing existing enterprise or middle-market client relationships across multiple industries
Experience building executive relationships, coordinating matrixed teams and advancing complex, multi-stakeholder opportunities
Working knowledge of a broad professional-services portfolio, including assurance, tax and consulting
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