Clients and Industries Revenue Planning Lead Associate Director

Other locations:
Anywhere in Region

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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.

• 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…