Senior Account Manager

Job Description:

The responsibilities include:
- Opportunity management in Salesforce (SFDC)
- Drafting and processing ICPAs and SOWs
- Project setup and forecasting
- Billing and invoice management

The current workload presents both a capacity and a talent utilization challenge. Senior team members—whose time is better spent on strategic, client-facing activities—are increasingly pulled into operational account management tasks. Without dedicated support, this model is unsustainable and risks diminishing both efficiency and impact.

To address this, she is requesting the addition of a DGS Offshore Senior Account Manager. This role will be housed within the CLG team but fully funded by the Analytics team. 
Jen has the authority to approve the necessary budget for this position.

Key Considerations:

Funding Model: This role is not intended to be client-billable. However, in non-ICPA scenarios, there may be opportunities to explore client funding if appropriate. Other internal entities have expressed reluctance to cover account management overhead, which further supports Analytics’ decision to fund this role directly.

Placement in CLG:

- The CLG team currently handles similar work and is well-positioned to manage onboarding, training, and ongoing support.
- A DGS-CLG team structure is already being developed, and this role would integrate into that framework for mentorship and operational alignment.
- Yogesh Tolani, who reports directly to me, will serve as the Career Advisor (CA) for this new resource, ensuring proper oversight and development.

This strategic hire will alleviate operational bottlenecks, improve throughput, and ensure continued excellence in account management support for analytics-driven opportunities.

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