Overview The Role: The Enterprise CSM is a unique blend of a technical expert and strategic relationship builder. You will drive adoption within a portfolio of Fortune 5000 accounts, moving beyond traditional BI to help customers deploy AI Agents and Embedded Analytics. You'll be as comfortable discussing API authentication with a developer as you are discussing ROI with a CDO. What You'll Do Account Strategy: Be part of a focused team managing multiple Fortune 5000 accounts, responsible for driving adoption, tying usage to business problems, and building expansion opportunities through passive selling. Champion Agentic AI: Partner with customers to move from dashboards to agents, helping them leverage ThoughtSpot Agents and LLM-based workflows to automate data insights. Architect & Advise: Guide technical stakeholders through the development lifecycle of building high-performance data apps using our APIs and SDKs, while ensuring their data stack (Snowflake/Databricks/BigQuery) is optimized for AI-driven search. Voice of the Customer: Act as the primary technical point of contact, communicating requirements and use cases in a way that is actionable for ThoughtSpot's Product, Engineering, and Marketing teams. Relationship Management: Foster robust relationships through proactive champion building, acting as the bridge between human business needs and complex data technicalities. Bridge Business and Technology: Translate customer business goals into technical requirements and, conversely, explain the business value of technical features to stakeholders. Technical Enablement: Run advanced workshops and live demos that showcase the "Art of the Possible" with AI, embedding, and agentic analytics. What Sets You Apart A Consultative Problem Solver: You have a knack for understanding complex business challenges and prescribing elegant technical solutions. Technically Curious: You have a deep passion for the data space and are constantly learning about new technologies like LLMs and Generative AI. Incredible Communicator: You can command a room of data architects and then pivot to explain a technical concept in simple terms to a business leader. Proactive & Eager to Help: You are a natural problem solver who enjoys diving in to help customers with their initial technical hurdles. Language Skills: Fluent in English and capable of speaking European languages (e.g., French, Spanish, German) in a business environment. What You Bring 5+ years in a customer-facing technical role (Technical CSM, Solutions Architect, or Sales Engineer) within the Data/SaaS space. Analytics & AI Depth: Strong knowledge of the modern data stack (Snowflake/BigQuery/Databricks) and an understanding of LLM-based applications or AI Agents. Developer Literacy: Proficiency in SQL and familiarity with JavaScript/TypeScript frameworks (React, Angular, or Vue) for supporting embedded use cases. Integration Knowledge: Comfort discussing REST APIs, webhooks, and security protocols like SAML/OIDC. The "Consultative Edge": Ability to translate complex technical "how-to" into strategic "why-it-matters" for executive stakeholders. Education: Master's/Bachelor's Degree preferred but not required. Mandatory and Required Skills for All ThoughtSpot Roles Spotters are expected to demonstrate AI literacy and workflow integration, including the ability to: Comfortably and confidently integrate artificial intelligence into daily workflows to increase productivity and quality. Hands-on experience leveraging AI tools (industry-leading LLMs) to increase productivity, automate routine tasks, and improve work quality. Describe experience using AI for research, content creation, and document summarization while maintaining ownership of judgment and final decisions. Write effective prompts to obtain accurate and creative results from AI tools. Spotters are expected to exemplify these key traits and AI Mindset: Curiosity in exploring new AI tools Adaptability to quickly learn and implement new, emerging AI technologies Critical thinking to know when to identify when AI should be used versus when human judgement is necessary This combination of curiosity, adaptability, and discernment defines the AI mindset and is required for every role at ThoughtSpot. AI Mindset for All Spotters At ThoughtSpot, we believe AI is a necessary and essential part of how we work. Every role, across every team, is expected to be fluent and comfortable with using AI to do their best work. All Spotters are expected to experiment with ThoughtSpot's AI tools and leading industry LLMs to streamline workflows, enhance output, and uncover new insights. Whether drafting content, analyzing data, or summarizing documents, AI is a daily partner. We value curiosity, openness to learning, and thoughtful application of AI to create real value. Training and resources are provided so every Spotter can confidently create with AI. Hybrid Work at ThoughtSpot This office-assigned role is available as a hybrid position, reporting to the office in the UK - London. Spotters assigned to an office are encouraged to experience the energy of their local office with an in-office expectation of 2-3 days per week. This approach balances the benefits of in-person collaboration and peer learning with the flexibility needed by individuals and teams. ThoughtSpot for All At ThoughtSpot, diverse teams build better products. Complex data problems need many perspectives, not just one. We welcome different backgrounds, identities, and experiences, and we work to create a place where everyone can be themselves and do their best work. If this role excites you and you believe you're a strong match, we encourage you to apply. What Makes ThoughtSpot a Great Place to Work? ThoughtSpot is the Agentic Analytics Platform that empowers every enterprise to transform insights into action, on a mission to make the world more fact driven. We hire people with unique identities, backgrounds, and perspectives; this balance-for-the-better philosophy is key to our success. When paired with our culture of Trust, Customer Obsession, Innovation and Intensity, ThoughtSpot cultivates a respectful culture that pushes norms to create world-class products. If you're excited by the opportunity to work with some of the brightest minds in the business and make your mark on a truly innovative company, we invite you to read more about our mission, and apply to the role that's right for you. About ThoughtSpot The world's most innovative companies turn to ThoughtSpot's AI-Powered Analytics to put data in the hands of everyone, from the C-suite to the frontline. With simple, natural language search and AI, anyone can ask questions, discover insights, and act with confidence. Unlike legacy tools that sacrifice performance for complexity, ThoughtSpot is intuitively designed for every business user while being built to handle the most complex, large-scale data, wherever it resides. This unique combination of speed and simplicity is why enterprise leaders trust ThoughtSpot to transform decision-making into a truly data-driven culture. At ThoughtSpot, we're a curious, data-driven bunch. We believe the world works better when everyone has access to facts. That's why we build products that make asking and answering data questions as natural as having a conversation.
Apr 28, 2026
Full time
Overview The Role: The Enterprise CSM is a unique blend of a technical expert and strategic relationship builder. You will drive adoption within a portfolio of Fortune 5000 accounts, moving beyond traditional BI to help customers deploy AI Agents and Embedded Analytics. You'll be as comfortable discussing API authentication with a developer as you are discussing ROI with a CDO. What You'll Do Account Strategy: Be part of a focused team managing multiple Fortune 5000 accounts, responsible for driving adoption, tying usage to business problems, and building expansion opportunities through passive selling. Champion Agentic AI: Partner with customers to move from dashboards to agents, helping them leverage ThoughtSpot Agents and LLM-based workflows to automate data insights. Architect & Advise: Guide technical stakeholders through the development lifecycle of building high-performance data apps using our APIs and SDKs, while ensuring their data stack (Snowflake/Databricks/BigQuery) is optimized for AI-driven search. Voice of the Customer: Act as the primary technical point of contact, communicating requirements and use cases in a way that is actionable for ThoughtSpot's Product, Engineering, and Marketing teams. Relationship Management: Foster robust relationships through proactive champion building, acting as the bridge between human business needs and complex data technicalities. Bridge Business and Technology: Translate customer business goals into technical requirements and, conversely, explain the business value of technical features to stakeholders. Technical Enablement: Run advanced workshops and live demos that showcase the "Art of the Possible" with AI, embedding, and agentic analytics. What Sets You Apart A Consultative Problem Solver: You have a knack for understanding complex business challenges and prescribing elegant technical solutions. Technically Curious: You have a deep passion for the data space and are constantly learning about new technologies like LLMs and Generative AI. Incredible Communicator: You can command a room of data architects and then pivot to explain a technical concept in simple terms to a business leader. Proactive & Eager to Help: You are a natural problem solver who enjoys diving in to help customers with their initial technical hurdles. Language Skills: Fluent in English and capable of speaking European languages (e.g., French, Spanish, German) in a business environment. What You Bring 5+ years in a customer-facing technical role (Technical CSM, Solutions Architect, or Sales Engineer) within the Data/SaaS space. Analytics & AI Depth: Strong knowledge of the modern data stack (Snowflake/BigQuery/Databricks) and an understanding of LLM-based applications or AI Agents. Developer Literacy: Proficiency in SQL and familiarity with JavaScript/TypeScript frameworks (React, Angular, or Vue) for supporting embedded use cases. Integration Knowledge: Comfort discussing REST APIs, webhooks, and security protocols like SAML/OIDC. The "Consultative Edge": Ability to translate complex technical "how-to" into strategic "why-it-matters" for executive stakeholders. Education: Master's/Bachelor's Degree preferred but not required. Mandatory and Required Skills for All ThoughtSpot Roles Spotters are expected to demonstrate AI literacy and workflow integration, including the ability to: Comfortably and confidently integrate artificial intelligence into daily workflows to increase productivity and quality. Hands-on experience leveraging AI tools (industry-leading LLMs) to increase productivity, automate routine tasks, and improve work quality. Describe experience using AI for research, content creation, and document summarization while maintaining ownership of judgment and final decisions. Write effective prompts to obtain accurate and creative results from AI tools. Spotters are expected to exemplify these key traits and AI Mindset: Curiosity in exploring new AI tools Adaptability to quickly learn and implement new, emerging AI technologies Critical thinking to know when to identify when AI should be used versus when human judgement is necessary This combination of curiosity, adaptability, and discernment defines the AI mindset and is required for every role at ThoughtSpot. AI Mindset for All Spotters At ThoughtSpot, we believe AI is a necessary and essential part of how we work. Every role, across every team, is expected to be fluent and comfortable with using AI to do their best work. All Spotters are expected to experiment with ThoughtSpot's AI tools and leading industry LLMs to streamline workflows, enhance output, and uncover new insights. Whether drafting content, analyzing data, or summarizing documents, AI is a daily partner. We value curiosity, openness to learning, and thoughtful application of AI to create real value. Training and resources are provided so every Spotter can confidently create with AI. Hybrid Work at ThoughtSpot This office-assigned role is available as a hybrid position, reporting to the office in the UK - London. Spotters assigned to an office are encouraged to experience the energy of their local office with an in-office expectation of 2-3 days per week. This approach balances the benefits of in-person collaboration and peer learning with the flexibility needed by individuals and teams. ThoughtSpot for All At ThoughtSpot, diverse teams build better products. Complex data problems need many perspectives, not just one. We welcome different backgrounds, identities, and experiences, and we work to create a place where everyone can be themselves and do their best work. If this role excites you and you believe you're a strong match, we encourage you to apply. What Makes ThoughtSpot a Great Place to Work? ThoughtSpot is the Agentic Analytics Platform that empowers every enterprise to transform insights into action, on a mission to make the world more fact driven. We hire people with unique identities, backgrounds, and perspectives; this balance-for-the-better philosophy is key to our success. When paired with our culture of Trust, Customer Obsession, Innovation and Intensity, ThoughtSpot cultivates a respectful culture that pushes norms to create world-class products. If you're excited by the opportunity to work with some of the brightest minds in the business and make your mark on a truly innovative company, we invite you to read more about our mission, and apply to the role that's right for you. About ThoughtSpot The world's most innovative companies turn to ThoughtSpot's AI-Powered Analytics to put data in the hands of everyone, from the C-suite to the frontline. With simple, natural language search and AI, anyone can ask questions, discover insights, and act with confidence. Unlike legacy tools that sacrifice performance for complexity, ThoughtSpot is intuitively designed for every business user while being built to handle the most complex, large-scale data, wherever it resides. This unique combination of speed and simplicity is why enterprise leaders trust ThoughtSpot to transform decision-making into a truly data-driven culture. At ThoughtSpot, we're a curious, data-driven bunch. We believe the world works better when everyone has access to facts. That's why we build products that make asking and answering data questions as natural as having a conversation.
Vertice was launched in 2022 to transform how companies manage their technology spend. Our agentic workflows, AI insights and expert buyers empower companies to buy smarter and scale faster, with Finance and Procurement leaders in over 30 countries worldwide trusting Vertice to manage their software purchases. In the software category alone, we have managed over $10bn in spend and have a track record of delivering 20% savings and halving procurement cycles. Headquartered in London with offices across the world including New York, Brno, Sydney and Johannesburg, we're shaping the future of procurement on a global scale. And we're just getting started. Founded by serial entrepreneurs Roy Tuvey and Eldar Tuvey, who have a track record of building two category-defining technology companies to exit, Vertice has seen a remarkable 13X revenue growth in two years. This trajectory earned us the spot on the Sunday Times' 2026 Tech 100 list, following our recognition as 2025's fastest-growing startup in the UK by the FT's Sifted, and as fourth in Europe. Following our Series C, we have secured $100M+ in funding from leading investors including Bessemer Venture Partners, 83North and Lakestar, and are expanding our reach across our team. Do you want to make an outsized impact, work with exceptional people, and be part of a highly motivated team? Come and join our mission to build the Intelligent Procurement Platform. The Role As a Vertice Account Manager, you'll play a critical role in driving customer retention and commercial growth across a portfolio of forward-thinking and innovative customers in the UK and Spain. This is a high-impact, customer-facing role. You will own commercial relationships and uncover revenue expansion opportunities with C-suite stakeholders - all while bringing energy, curiosity, and commercial acumen to every interaction. You'll be the primary commercial point of contact post-sale, responsible for ensuring customers continue to realise value from and grow with Vertice. Your success will directly influence recurring revenue, net retention, and the strength of our long-term partnerships. Key Responsibilities Own the renewal cycle end-to-end, driving timely, successful renewals aligned with customer objectives and Vertice's commercial goals Act as a trusted commercial advisor to senior stakeholders, building strong, value-led relationships that drive retention and growth Manage a diverse portfolio of accounts across the UK and Spain, requiring high levels of organisational agility, commercial judgment, and linguistic flexibility Develop a deep understanding of each customer's business, objectives, and challenges to proactively position Vertice's value in renewal and expansion conversations Lead strategic account reviews and ROI-driven discussions, clearly articulating the financial and operational impact Vertice delivers Identify and execute upsell and expansion opportunities, collaborating closely with Procurement, Product and Solutions teams to craft compelling proposals Forecast and report on renewal pipelines, risks, and retention metrics, ensuring visibility, accuracy, and accountability Champion the voice of the customer, while maintaining a strong focus on commercial outcomes and account growth Bring energy, urgency, and ownership to your book of business: this is a role for someone who thrives on momentum and impact What We're Looking For Experience in a customer-facing, revenue-responsible role (Account Manager, Customer Success Manager, or similar) Proven success owning and closing renewals, with a strong track record of meeting or exceeding retention targets Confidence negotiating and influencing C-suite stakeholders across multiple functions and geographies Strong commercial acumen, with the ability to balance customer advocacy and business outcomes Excellent communication skills in Spanish and English: you can explain a complex ROI calculation to a CFO in both languages (native proficiency is preferred) High energy, enthusiasm, and resilience: you bring positivity and drive to fast-paced, growth environments Resourceful, scrappy, and creative - if a playbook doesn't exist yet, you're excited to help build it Final things to note Vertice is an equal opportunities employer, although you must be legally able to work in the specified region of the job. Any personal data you provide will be processed in accordance with Vertice's privacy policy and applicable data protection law. We use AI-assisted tools to help us review and assess applications more efficiently. These tools support our Talent team but do not make hiring decisions autonomously. You have the right to contest any AI-assisted decision, and exercise your data subject rights by contacting us; please follow the instructions in our privacy policy. We like to deal directly with our candidates so no agencies please! If you aren't sure this job applies to you, feel free to send your CV to , and we'll be happy to take a look and see if you could be a good fit anywhere else in our business!
Apr 25, 2026
Full time
Vertice was launched in 2022 to transform how companies manage their technology spend. Our agentic workflows, AI insights and expert buyers empower companies to buy smarter and scale faster, with Finance and Procurement leaders in over 30 countries worldwide trusting Vertice to manage their software purchases. In the software category alone, we have managed over $10bn in spend and have a track record of delivering 20% savings and halving procurement cycles. Headquartered in London with offices across the world including New York, Brno, Sydney and Johannesburg, we're shaping the future of procurement on a global scale. And we're just getting started. Founded by serial entrepreneurs Roy Tuvey and Eldar Tuvey, who have a track record of building two category-defining technology companies to exit, Vertice has seen a remarkable 13X revenue growth in two years. This trajectory earned us the spot on the Sunday Times' 2026 Tech 100 list, following our recognition as 2025's fastest-growing startup in the UK by the FT's Sifted, and as fourth in Europe. Following our Series C, we have secured $100M+ in funding from leading investors including Bessemer Venture Partners, 83North and Lakestar, and are expanding our reach across our team. Do you want to make an outsized impact, work with exceptional people, and be part of a highly motivated team? Come and join our mission to build the Intelligent Procurement Platform. The Role As a Vertice Account Manager, you'll play a critical role in driving customer retention and commercial growth across a portfolio of forward-thinking and innovative customers in the UK and Spain. This is a high-impact, customer-facing role. You will own commercial relationships and uncover revenue expansion opportunities with C-suite stakeholders - all while bringing energy, curiosity, and commercial acumen to every interaction. You'll be the primary commercial point of contact post-sale, responsible for ensuring customers continue to realise value from and grow with Vertice. Your success will directly influence recurring revenue, net retention, and the strength of our long-term partnerships. Key Responsibilities Own the renewal cycle end-to-end, driving timely, successful renewals aligned with customer objectives and Vertice's commercial goals Act as a trusted commercial advisor to senior stakeholders, building strong, value-led relationships that drive retention and growth Manage a diverse portfolio of accounts across the UK and Spain, requiring high levels of organisational agility, commercial judgment, and linguistic flexibility Develop a deep understanding of each customer's business, objectives, and challenges to proactively position Vertice's value in renewal and expansion conversations Lead strategic account reviews and ROI-driven discussions, clearly articulating the financial and operational impact Vertice delivers Identify and execute upsell and expansion opportunities, collaborating closely with Procurement, Product and Solutions teams to craft compelling proposals Forecast and report on renewal pipelines, risks, and retention metrics, ensuring visibility, accuracy, and accountability Champion the voice of the customer, while maintaining a strong focus on commercial outcomes and account growth Bring energy, urgency, and ownership to your book of business: this is a role for someone who thrives on momentum and impact What We're Looking For Experience in a customer-facing, revenue-responsible role (Account Manager, Customer Success Manager, or similar) Proven success owning and closing renewals, with a strong track record of meeting or exceeding retention targets Confidence negotiating and influencing C-suite stakeholders across multiple functions and geographies Strong commercial acumen, with the ability to balance customer advocacy and business outcomes Excellent communication skills in Spanish and English: you can explain a complex ROI calculation to a CFO in both languages (native proficiency is preferred) High energy, enthusiasm, and resilience: you bring positivity and drive to fast-paced, growth environments Resourceful, scrappy, and creative - if a playbook doesn't exist yet, you're excited to help build it Final things to note Vertice is an equal opportunities employer, although you must be legally able to work in the specified region of the job. Any personal data you provide will be processed in accordance with Vertice's privacy policy and applicable data protection law. We use AI-assisted tools to help us review and assess applications more efficiently. These tools support our Talent team but do not make hiring decisions autonomously. You have the right to contest any AI-assisted decision, and exercise your data subject rights by contacting us; please follow the instructions in our privacy policy. We like to deal directly with our candidates so no agencies please! If you aren't sure this job applies to you, feel free to send your CV to , and we'll be happy to take a look and see if you could be a good fit anywhere else in our business!
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We'll broaden your horizons Working with every department at BDO, our Finance team helps us meet relevant legal requirements that ensure our firm operates effectively in a tightly-regulated field. They implement strategies that help us innovate - like combining new technology with traditional financial processes to make us even more digital. As part of this friendly team, you'll enjoy flexible hours and have opportunities to take responsibility for the delivery of quality work. With your colleagues behind you, you'll embrace change, new ideas and have an impact on the future of our firm. We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You'll be someone who is both comfortable working proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO's partners to help businesses effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with. In this challenging and rewarding role you'll: Conduct regular face-to-face meetings with stakeholders regarding their debt portfolios Monitor queries and disputes, ensure the appropriate escalation Ensure consistent application of the firm's debt provisioning policy Ensure that the debtors ledger contains minimal adjustments and where appropriate that overpayments or payments on account are properly returned, applied or cleared Ensure that there are minimal unallocated cash receipts Enforce consistent BDO credit control procedures Review and analyse aged debt against defined metrics Actively chase all overdue debt within the allotted portfolio and update Partners/Managers as appropriate Maintain accurate and up to date client notes following conversations with clients, using Workday to record status Prepare daily / weekly / monthly summary reports Identify problem debts that require escalation and liaise with Credit Control Manager as appropriate Where necessary, engage and manage the process of debts that need to go legal Ensure that bills raised are sent out to clients in a timely manner Work with the accounts receivable team in respect of cash receipts and remittance details to aid effective and accurate allocation Ongoing liaison with other credit controllers across the Firm as required (including attending monthly conference calls) Ensure that credit notes are processed correctly, monitoring reasons for credit notes being raised Provide client base with monthly statements of account as appropriate Prepare manual excel template statements when required Produce copy bills or summary backup if required for clients Requirements Fluency in German. French and Spanish would be an additional advantage Professional services experience Workday experience would be preferred. Finance and/or Credit Control background. Excel skills to a competent level. Supervisory experience of a team. Excellent written and verbal communication skills and ability to present confidently and convincingly to management Strong interpersonal skills with ability to both motivate individuals and deal professionally with performance issues Commitment to delivering exceptional client service to internal and external stakeholders You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Oct 03, 2025
Full time
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We'll broaden your horizons Working with every department at BDO, our Finance team helps us meet relevant legal requirements that ensure our firm operates effectively in a tightly-regulated field. They implement strategies that help us innovate - like combining new technology with traditional financial processes to make us even more digital. As part of this friendly team, you'll enjoy flexible hours and have opportunities to take responsibility for the delivery of quality work. With your colleagues behind you, you'll embrace change, new ideas and have an impact on the future of our firm. We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You'll be someone who is both comfortable working proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO's partners to help businesses effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with. In this challenging and rewarding role you'll: Conduct regular face-to-face meetings with stakeholders regarding their debt portfolios Monitor queries and disputes, ensure the appropriate escalation Ensure consistent application of the firm's debt provisioning policy Ensure that the debtors ledger contains minimal adjustments and where appropriate that overpayments or payments on account are properly returned, applied or cleared Ensure that there are minimal unallocated cash receipts Enforce consistent BDO credit control procedures Review and analyse aged debt against defined metrics Actively chase all overdue debt within the allotted portfolio and update Partners/Managers as appropriate Maintain accurate and up to date client notes following conversations with clients, using Workday to record status Prepare daily / weekly / monthly summary reports Identify problem debts that require escalation and liaise with Credit Control Manager as appropriate Where necessary, engage and manage the process of debts that need to go legal Ensure that bills raised are sent out to clients in a timely manner Work with the accounts receivable team in respect of cash receipts and remittance details to aid effective and accurate allocation Ongoing liaison with other credit controllers across the Firm as required (including attending monthly conference calls) Ensure that credit notes are processed correctly, monitoring reasons for credit notes being raised Provide client base with monthly statements of account as appropriate Prepare manual excel template statements when required Produce copy bills or summary backup if required for clients Requirements Fluency in German. French and Spanish would be an additional advantage Professional services experience Workday experience would be preferred. Finance and/or Credit Control background. Excel skills to a competent level. Supervisory experience of a team. Excellent written and verbal communication skills and ability to present confidently and convincingly to management Strong interpersonal skills with ability to both motivate individuals and deal professionally with performance issues Commitment to delivering exceptional client service to internal and external stakeholders You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
