Assistant Director

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Job title: Account Excellence Tech Adoption Lead

Function: Clients & Industries
Sub‑Function: Global Account Excellence

Overview

The Account Excellence Tech Adoption Lead is an integral member of the Global Client Excellence team, responsible for leading and accelerating the adoption of Account Excellence technology across EY’s global account landscape.

With strong and growing demand from Regions to automate account processes, improve data transparency, and scale adoption of account technology, this role provides a single‑point ownership for the delivery and adoption of Account Excellence tools (e.g. Account LENS and adjacent platforms). It also plays a pivotal role in translating high level account tech requirements and feeding these to the Digital Engagement team to ensure the account technology roadmap aligns with end user needs.

Operating in a complex, matrixed, global environment, the role combines account management expertise, technology translation, and delivery leadership to ensure that account technology is:

• Strategically aligned to Account Excellence priorities
• Designed around real account team workflows
• Delivered at pace, with disciplined pilots and rollouts
• Embedded into BAU with clear ownership and measurable impact

The role partners closely with the Global C&I Domains in particular Digital Engagement and Global Industry and works closely with Regions, Service Lines and priority accounts to drive consistency, momentum and data‑informed decision making across the end‑to‑end of the account lifecycle.

Purpose of the Role

The Account Excellence Tech Adoption Lead is responsible for driving account excellence through the delivery, adoption and BAU handover of account technology

The role plays a critical part in partnering with the Digital Engagement team to:

• Translate Account Excellence strategy into practical, scalable technology solutions
• Accelerate process automation and insight generation for account teams
• Enable consistent, transparent leadership decision making through trusted data
• Drive on‑time delivery across multi‑stakeholder initiatives
• Ensure smooth transition from pilot and deployment into sustained BAU ownership

Key Responsibilities

The role’s primary responsibilities include, but are not limited to:

Account Excellence Technology Strategy & Roadmap

• Be the single point of contact in Client Excellence to collate account technology needs aligned to global Account Excellence priorities.
• Partner with Digital Engagement to shape priorities across current tooling, enhancements and future capabilities.
• Ensure clear articulation of the role each tool plays in enabling account teams and where each fits within end‑to‑end workflows.

Delivery, Pilots & Rollout

• In partnership with Digital Engagement and Regions,
• Lead the planning and execution of pilots with Regions and priority accounts to test, refine and validate new or enhanced account technology.
• Coordinate multi‑stakeholder delivery across Global, Regional, Industry and Service Line teams.
• Drive disciplined delivery management, including milestones, risks, dependencies and decision points.
• Ensure technology initiatives are delivered on time, with clear outcomes and readiness for scale.

Adoption, Embedding & BAU Transition

• Partner with Account Excellence Leads, Change & Adoption, and Regions to ensure strong adoption and sustained use of account technology.
• Provide input to and support Digital Engagement in setting clear BAU ownership models, handover plans and support structures.
• Embed technology into standard Account Excellence rhythms, governance and ways of working (not “optional extras”).
• Monitor adoption and usage signals, feeding insights back into roadmap iteration.

Data, Insights & Leadership Enablement

• Enable consistent, trusted account data to support leadership insight, investment decisions and portfolio management.
• Ensure transparency of account activity, commitments and outcomes through fit‑for‑purpose dashboards and reporting.
• Translate data into clear narratives and insights that leaders can act on.

Stakeholder Orchestration & Governance

• Act as the central point of coordination across a complex stakeholder landscape (Regions, Industries, Service Lines, Digital, GDS).
• Drive alignment on priorities, sequencing and trade‑offs.
• Support governance forums with clear status, decisions required and progress tracking.
• Build strong, trusted relationships that enable pace without fragmentation.

Key Relationships

• Global Client Excellence Leader; Account Excellence Leader and Global Account Excellence team
• Digital Engagement
• Regional Account Activation Leaders and teams
• Global Industries and Service Lines
• Priority account leadership teams and pilots
• Change & Adoption Leads

Knowledge, skills and experience

The successful candidate will demonstrate:

Technology & Product Leadership

• End‑to‑end ownership of Account Excellence technology adoption, from delivery, adoption to BAU handover.
• Strong understanding of account platforms, CRM, dashboards, workflow automation and data‑driven reporting.
• Partner with Digital Engagement on AI development to accelerate process automation and insight generation, improving efficiency, transparency and decision quality.

Delivery, Change & Execution

• Proven experience delivering complex, multi‑stakeholder technology initiatives in a global, matrixed environment.
• Strong program and project management capability, including planning, dependency management, risk mitigation and delivery tracking.
• Disciplined, outcome‑oriented delivery approach with a bias to action and momentum.
• Experience leading pilot‑to‑scale transitions, ensuring solutions are adoption‑ready and sustainably embedded into BAU.

Business, Account & Data Acumen

• Strong grounding in account management, client excellence or commercial operations, enabling credible technology design for real account needs.
• Ability to translate business and account requirements into clear technology and data requirements, working effectively with the Digital Engagement teams.
• Understanding of account governance, investment management and portfolio oversight, and how technology supports leadership decision making.
• Focus on enabling trusted data, consistent metrics and transparent insights for leaders.

Stakeholder & Leadership Capability

• Credibility with senior stakeholders and account leaders, operating confidently in governance and leadership forums.
• Strong influencing skills to align Regions, Service Lines, Industry/Sector and accounts on Client Excellence priorities and trade‑offs.
• Responsible for working with Client Excellence leadership to prioritize technology needs as key input into the C&I Tech roadmap
• Leads through influence rather than authority, balancing strategic intent with hands‑on execution.

Professional & Leadership Attributes

• Strong business acumen, executive presence and clear, concise communication skills.
• High levels of ownership, resilience and personal accountability.
• Operates autonomously, proactively identifying risks, issues and opportunities rather than waiting for direction.
• Partner with others involved in technology delivery, adoption and change.

Collaboration & Ways of Working

• Collaborates across C&I, Enablement and Tech, Regions and broader functional teams. 
• Builds strong, trusted working relationships to enable pace, alignment and clean handover to BAU.

Job requirements 

Education

• Bachelor’s degree or equivalent qualification.

Experience

• 8–12 years’ professional experience, ideally within consulting, professional services or complex enterprise environments.
• Experience of account management, client excellence, sales or growth agendas is desirable, providing context for effective technology design and adoption.
• Proven experience in gathering feedback from key stakeholders, prioritization and change adoption in supporting technology-enabled initiatives
• Demonstrated experience delivering complex, multi‑stakeholder programs in a global, matrixed organisation.
• Experience working with business platforms and tools such as account platforms, Account LENS, EY CRM, dashboards, workflow automation or data‑driven reporting solutions.
• Strong capability in translating business, account or commercial needs into high level requirements, working closely with digital or technology enablement teams.
• Experience driving process automation, data quality and insight generation to support leadership decision making.
• Understanding of account governance, investment management or portfolio oversight and the role technology plays in enabling transparency and discipline.

Other requirements

• Flexibility to work across multiple time zones.
• Occasional travel may be required.

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