Executive Partner, Business Services - Chief Financial Officer (CFO)
About this role:
With the support of their Executive Partner, our Gartner for CFO clients more adeptly assess the changes needed within their organization, achieve their goals more quickly and with a higher assurance of success. As an Executive Partner, you will have the opportunity to learn about and deliver solutions for the most complex talent and workforce challenges facing companies across all industries.
Partnering with the member can include activities such as: defining, developing, coaching and/or critiquing strategies; helping develop and/or transform their organizations; assisting/advising with the development and execution of vision & strategy; aggregating and delivering Gartner research insights on key initiatives, priorities, and implementations; and in general, becoming a trusted advisor for the client CFO.
What you’ll do:
Relationship Management
The Executive Partner manages approximately 25 senior executive member relationships and participates in account planning with Senior Client Managers and Senior Account Executives. These three roles collectively and individually have responsibility for each assigned account.
The Executive Partner participates in all phases of the member lifecycle: pre-sale, on-boarding, relationship management, delivery, review and renewal.
The Executive Partner conducts monthly consultations with the CFO client, brings the power of Gartner’s service, research and advisory to each client, conducts workshops for the client member, leads CFO activities at the annual Gartner Finance Executive Conference and leads CFO breakout sessions during annual Finance Forums.
Success is defined by:
Delivering exceptional client service and regularly engaging the member in a substantive manner
Bringing the power of Gartner’s service, research and advisory to the CFO member
Partnering with Sales, Research and Service to delight the client
Accurately identifying the member’s Key Priorities
Developing an engagement plan
Participating (with Sales and Client Managers) in quarterly account reviews
Lead events for members
Service, Sales and Marketing Support
The Executive Partner is responsible for member retention and for contributing toward growth in the region through direct support of Gartner Finance in prospect cultivation, account plan development and value demonstration activities
Research Support
The Executive Partner supports research activities, such as facilitating member participation in research studies or case panels. The Executive Partner will be aligned with and leverage Gartner research positions and initiatives as well as provide feedback from the member base to the research organization. The Executive Partner works with research analysts to develop and deliver CFO relevant research.
Program Delivery
Define and deliver innovative solutions by assessing member needs and developing a customized value plan in accordance with overall Gartner Sales strategy and Gartner Finance product deliverables.
Work with members across a broad range of industries both Government and Commercial to further their levels of Finance maturity through delivery of research, peer networking, and coaching.
Critique client strategies, guide clients in building their organizations, and assist in developing Finance strategies, establishing priorities, and planning for implementation around key Finance initiatives.
Establish and maintain working relationships with various internal groups to create a comprehensive, well designed sustainable set of key deliverables for clients (including targeted research, personal coaching sessions, scripted analyst sessions, involvement with appropriate events, etc.)
Direct and facilitate member peer group calls and/or meetings
Content Development and Management
A mix of on-site and virtual participation in presentations, panels and workshops
Participate in relevant research communities to keep topic area knowledge current and share member experiences with analysts
Virtual facilitation of member interactions and collaboration through the Sales community portal and assisted member connections
What you’ll need:
Subject Matter Expertise
The Executive MUST be a Corporate CFO (current or former) at a mid-size or larger company with demonstrated topic knowledge in developing and delivering overall Financial strategy, execution and performance improvement. The Executive Partner will be an accomplished current or former CFO with a broad base of expertise that has operated at a senior leadership level and driven change at all levels. Must have a solid understanding of accounting and finance. INDUSTRY DIVERSITY and Fortune 500 experience is highly valued and prior consulting experience is a plus.
The Executive Partner is responsible to retain clients in accordance with established Gartner Retention Metrics. In addition, to work closely with Sales to vet and close “new’ CFO business.
Key areas of coverage:
Board Leadership
CFO Personal Impact and Effectiveness
Finance Org Structure and Finance Talent
ERP and Finance Technology / Digitization
Financial Data & Analytics
Cost and Capital Management; Capital Raise, IPO
Solid understanding of Audit and the impact to the CFO’s company
Solid understanding of SEC reporting as applied to CFOs
Other requirements
A university graduate in Finance or Accounting preferred; MBA is a plus
MUST have held the title of Corporate CFO (or held the most senior Finance leadership position) at a mid-size or larger organization
Must have experience across a DIVERSE set of industries
Experience in the Fortune 500 is highly valued
Prior consulting experience is a plus
An in-depth understanding of the Finance Function and the role of the CFO (including leadership, operations management, strategy and trends, use of metrics, etc.)
In depth understanding of the business value of Finance and Accounting and the alignment of Business and Finance strategies
Critical thinking and problem-solving skills to assess member situations and provide actionable, outcome-based business advice & guidance
Ability to lead and manage ambiguous situations
Candidates must have excellent interpersonal skills; with a healthy dose of humility and experience working with C level executives. This individual should have strong reflective listening skills and the ability to adjust to client cues and needs
Superior verbal and written communication skills and strong facilitation and presentation skills
Sales savvy
Collaboration and ability to influence
Sales and / or business development experience or ability with CXO level executives
Strong time / project management skills / must be detail oriented
Who are we?
At Gartner, Inc. (NYSE:IT), we guide the leaders who shape the world.
Our mission relies on expert analysis and bold ideas to deliver actionable, objective business and technology insights, helping enterprise leaders and their teams succeed with their mission-critical priorities.
Since our founding in 1979, we’ve grown to 20,000 associates globally who support over 13,000 client enterprises in ~90 countries and territories. We do important, interesting and substantive work that matters. That’s why we hire associates with the intellectual curiosity, energy and drive to want to make a difference. The bar is unapologetically high. So is the impact you can have here.
What makes Gartner a great place to work?
Our vast, virtually untapped market potential offers limitless opportunities – opportunities that may not even exist right now – for you to grow professionally and flourish personally. How far you go is driven by your passion and performance.
We hire remarkable people who collaborate and win as a team. Together, our singular, unifying goal is to deliver results for our clients.
Our teams are inclusive and composed of individuals from different geographies, cultures, religions, ethnicities, races, genders, sexual orientations, abilities and generations.
We invest in great leaders who bring out the best in you and the company, enabling us to multiply our impact and results. This is why, year after year, we are recognized worldwide as a great place to work.
Gartner is the world authority on AI
At Gartner, you’ll join a company at the very center of the AI revolution. Gartner has proactive, objective guidance throughout clients’ AI journeys. We set the standard for how organizations leverage artificial intelligence to drive meaningful impact. You’ll have access to unmatched resources, expertise, and technology, and play a key role in helping Gartner and our clients innovate and grow as we leverage AI to transform business and technology landscapes.
It’s an exciting time to be at Gartner, with limitless opportunities to make a real impact, grow your skills, and build a lasting, meaningful career in a field that’s reshaping the way we operate. If you’re passionate about AI and want to be part of a team that’s guiding the leaders who shape the world, Gartner is the place for you.
What do we offer?
Gartner offers world-class benefits, highly competitive compensation and disproportionate rewards for top performers.
In our hybrid work environment, we provide the flexibility and support for you to thrive — working virtually when it's productive to do so and getting together with colleagues in a vibrant community that is purposeful, engaging and inspiring.
Ready to grow your career with Gartner? Join us.
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