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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
What we offer you
The compensation ranges below are provided in order to comply with United States pay transparency laws. Other geographies will follow their local salary guidelines, which may not be a direct conversion of published US salary ranges.At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
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 $129,500 to $249,200. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $155,300 to $283,200. 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.
Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
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.
Are you ready to shape your future with confidence? Apply today.
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
EY | Building a better working world
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
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