Clients and Industries Revenue Planning Lead Associate Director

The opportunity 

The Clients & Industries (C&I) Revenue Planning Lead will have overall global oversight and leadership of the Global C&I Revenue Planning Team within the Enablement & Technology domain.  The role will team closely with Global and Region Clients & Industries Leadership and domains on cross-functional initiatives and translate EY’s strategic priorities into the revenue planning business process.

The role will lead the continued evolution of global sales and revenue planning, strengthening the processes, governance and capabilities that connect account-level growth ambitions with regional and global business priorities. Working across markets, service lines and strategic growth areas, the role will help translate growth ambitions into actionable sales and revenue plans, focusing on topline growth, where and how the business will grow. It does not own P&L, financial forecasting, budgeting or expense planning, which remain Finance responsibilities. 

Serve as the primary relationship lead to Global and Region leadership, connecting sales and revenue planning priorities with broader business objectives, enabling alignment, strengthening adoption, and accelerating decisions.

This includes active management of all sales and revenue planning business processes globally, aligned to and informed by evolving business needs. The role will collaborate with teams to identify and enable opportunities to use AI and advanced technologies to improve planning effectiveness, decision support, process efficiency and user adoption across the revenue planning lifecycle. The role will also have a hands-on delivery role across the range of sales and revenue planning activities.

The role will be responsible for performance management of the Revenue Planning Team, including LEAD counselor responsibilities and the integration of GDS resource capability. 

As a key member of the Enablement & Technology domain, the role will collaborate on a broader set of Global Clients & Industries priorities and may act as sponsor for agreed strategic initiatives.

Your key responsibilities

Some or all the below will be applicable depending on the scope and team alignment of the role.

• Sales & Revenue Planning
  • Continue to build, refine, and manage sales and revenue planning
  • Implement and maintain consistency of sales and revenue planning governance globally
  • Establish trusted, long-term relationships with senior leaders to understand their priorities and translate them into coordinated revenue planning actions
  • Shape and sustain strategic stakeholder alignment across Regions, Service Lines, Growth & Innovation, Industry, and Client Excellence, providing strategic leadership and influence to align cross-functional priorities to enable a consistent global revenue planning process
  • Participate in and contribute to efforts to ensure consistency of integrated planning processes and protocols across Clients & Industries, Finance, Regions, Services Lines, Growth & Innovation, and IT
• Process improvement
  • Guide the evolution of revenue planning toward a process to enhance strategic decision- making   
  • Collaborate with Finance to identify relevant, consistent revenue planning, analysis for senior stakeholders (i.e., GE, GPG, GMIC, Clients & Industries Leadership) 
  • Operationalize and implement on a consistent basis; identify trends and issues and present recommendations as warranted
  • Leverage AI and advanced technologies to streamline revenue planning processes, improve data quality and insight generation, and increase efficiency, accuracy and decision support
• Effective teaming
  • Deliver inclusive and trusted leadership and coaching at all levels to ensure all Revenue Planning team members achieve their highest potential both individually and collectively
  • Manage, mentor and counsel Revenue Planning team members, as appropriate
  • Leverage and elevate GDS resource capability across the Clients & Industries revenue planning landscape
  • Manage Clients & Industries and other EY stakeholder relationships - Clients & Industries pillar leaders, Finance, Regions, Service Lines, Growth & Innovation - and identify opportunities for effective collaboration
• Analytical/Decision Making Responsibilities:
  • Apply in-depth knowledge of the business and resources, leveraging relationships, communications and operational effectiveness to anticipate, drive and deliver complex revenue planning 
  • Provide strategic revenue planning insight and guidance to leadership  
  • Possess a high level of complex, conceptual problem-solving ability
  • Convert planning data or abstract concepts into sharp, compelling management information reporting
  • Create and implement timelines related to project deliverables, assign tasks, drive their completion and manage sponsor/stakeholder expectations of the outcomes
  • Manage highly complex relationships with multiple stakeholders
  • Make decisions regarding project resource and funding needs
• Supervision Responsibilities:
  • Lead, coach and develop the Revenue Planning team
  • Develop a culture of success by leading and driving the execution of high-performing, diverse and inclusive talent management (hiring, developing, assessing, etc.)
  • LEAD Reviewer responsibilities and provision of mentoring and regular feedback
  • Develop and maintain metrics on team performance, providing regular feedback in LEAD and publicizing the teams’ contributions to leadership and other relevant stakeholders
  • Instil high performing teaming principles
  • Operate with high degree of independency and autonomy  

Skills and attributes for success

• In-depth knowledge of the EY business and working in a global partnership
• Strong influencing and consensus-building capability in a complex, matrixed organization where success depends on partnership rather than direct authority
• Exceptional relationship-building skills, with the ability to establish credibility quickly across functions, geographies, and leadership levels
• Experience in large transformation programs within a global environment and/or successfully transforming business functions. This includes demonstrated change leadership skills around disruption and increasing business agility, innovation and adoption
• High level of complex, conceptual problem-solving ability, a wide sphere of influence and a broad-based network are expected
• Financial acumen with demonstrable ability to analyze business reporting and develop business insights
• Demonstrates technology acumen, comfortable with AI and automation
• Proven track record of leading global virtual teams
• Demonstrated drive, determination and resilience, and track record of being able to overcome barriers and achieve results
• Exceptional interpersonal and communication skills (verbal and written) with a global mindset and ability to communicate and work effectively across culture
• Understanding of and desire to strive for technical excellence and commercial impact
• Demonstrated experience working at a senior level in a fast-moving, client-driven environment
• Strong executive presence and ability to build and sustain stakeholder relationships at the highest levels of the firm with the ability to quickly establish personal credibility and influence
• Resilient, agile, and pragmatic under pressure

To qualify for the role, you must have:

• Bachelor’s/University degree or equivalent qualification required
• 10-12 years of experience leading complex, large-scale transformation initiatives, preferably within sales, commercial, finance or enterprise planning functions.

Ideally, you should also be prepared for the following:

• Travel may be required from time to time to complete assignments and meet with organizational leaders and stakeholders
• Flexibility in working hours to accommodate volume of work and multiple time zones as needed