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About the Role
The Key Account Executive - Canada is responsible for protecting, deepening, and expanding existing Canadian client relationships across industries. This role involves developing executive relationships, translating client priorities into coordinated account strategies, and connecting clients with RSM Canada's assurance, tax, and consulting capabilities. The executive will partner with engagement leaders and specialists to orchestrate a consistent client experience, identify cross-service opportunities, support retention and growth, and provide relevant Canadian market insights.
Responsibilities
- Develop and maintain account plans for assigned Canadian key accounts, including client priorities, relationship maps, service footprint, retention risks, whitespace opportunities, and coordinated actions.
- Partner with client service leaders to establish account objectives, governance, meeting cadence, and measures of progress.
- Lead periodic internal account reviews with assurance, tax, consulting, and industry specialists to align on client needs, opportunities, delivery considerations, and next steps.
- Coordinate national and cross-border resources where client operations or priorities extend beyond Canada, while maintaining Canadian relationship ownership and client context.
- Serve as a senior relationship connector for assigned accounts and build trusted relationships with executives and key stakeholders.
- Maintain a disciplined client-contact cadence, including executive check-ins and structured business reviews.
- Anticipate renewal, satisfaction, or service concerns and coordinate timely interventions with engagement and service leaders.
- Promote client advocacy, referrals, and appropriate thought-leadership participation.
- Identify, qualify, and advance opportunities within existing accounts by connecting business issues to relevant RSM Canada services.
- Create client-specific value propositions and coordinate discovery, solution design, proposal development, and executive presentations.
- Expand relationships responsibly by prioritizing client need, service fit, independence requirements, delivery capacity, and long-term relationship value.
- Maintain a current opportunity pipeline and communicate forecast assumptions, dependencies, risks, and next actions.
- Develop working knowledge of the sectors represented in the assigned portfolio and bring relevant Canadian economic, operational, tax, regulatory, technology, and workforce considerations into account conversations.
- Use RSM Canada industry and service insights to prepare tailored points of view for clients across various sectors.
- Engage Canadian industry leaders to validate account hypotheses, shape sector-relevant solutions, and share market intelligence.
- Create clear roles, communication protocols, and follow-up accountability across the account team.
- Facilitate internal preparation for significant client interactions.
- Partner with engagement leaders to monitor commitments, client feedback, and service outcomes, escalating material concerns.
- Operate in accordance with firm policies, professional standards, independence requirements, confidentiality obligations, and applicable Canadian legal and regulatory considerations.
- Maintain timely and accurate CRM records for contacts, relationship activity, account plans, opportunities, forecasts, and agreed follow-up actions.
- Prepare concise monthly and quarterly portfolio updates covering retention outlook, relationship health, pipeline movement, wins, risks, and leadership support required.
- Use agreed portfolio measures to assess progress, including retention, revenue growth, relationship depth, cross-service participation, forecast quality, and client feedback.
Requirements
- Bachelor's degree in business, accounting, finance, marketing, or a related discipline OR progressive, relevant past sales experience.
- 7+ years of progressive strategic account management, client development, or consultative sales experience in professional services, accounting, consulting, or complex business-to-business services.
- Demonstrated experience managing and growing existing enterprise or middle-market client relationships across multiple industries.
- Proven success building executive relationships, coordinating matrixed teams, and advancing complex, multi-stakeholder opportunities.
- Working knowledge of a broad professional-services portfolio and the judgment to involve the right assurance, tax, and consulting specialists at the right time.
- Strong strategic account planning, opportunity qualification, relationship mapping, pipeline management, and forecasting capabilities.
- Executive-level communication, facilitation, presentation, negotiation, and business-writing skills in English.
- Proficiency with CRM, Microsoft 365, and business intelligence tools.
- Ability to understand Canadian market and sector developments and translate them into relevant client conversations.
Skills
- Strategic account management
- Client development
- Consultative sales
- Executive relationship building
- Matrixed team coordination
- Complex opportunity advancement
- Professional services portfolio knowledge
- Strategic account planning
- Opportunity qualification
- Relationship mapping
- Pipeline management
- Forecasting
- Executive-level communication
- Facilitation
- Presentation
- Negotiation
- Business writing
- CRM proficiency
- Microsoft 365 proficiency
- Business intelligence tools proficiency
- Canadian market insight
- Sector development understanding
- French-language capability (asset)
Location
- Canada
Work Type
- Full-time
Experience Level
- 7+ years of experience
Education Level
- Bachelor's degree in business, accounting, finance, marketing or a related discipline OR progressive, relevant past sales experience.
- An advanced degree or relevant professional designation is a plus.
Salary/Compensations
- $154,000 - $249,500
- Individuals selected for this role may be eligible for sales commissions and a discretionary bonus based on firm and individual performance.
Benefits
- Competitive benefits and compensation package
- Flexibility in schedule
About the Company
- We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential.
- Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients.
- You’ll find an environment that inspires and empowers you to thrive both personally and professionally.
- There’s nowhere like RSM.
Equal Opportunity
- RSM does not tolerate discrimination and/or harassment based on race; colour; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender (including gender identity and/or gender expression); sexual orientation; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the Canadian uniformed service; Canadian Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable provincial employment legislation.
- Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership.
- RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities.
- If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at careers@rsmus.com.