Manager, Survey Co-ordinator, Deloitte CFO Survey

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The Deloitte CFO Survey has been mapping sentiment and balance sheet strategies among the Chief Financial Officers (CFOs) of the UK’s leading businesses for almost two decades. It is widely reported in the media and closely followed by policymakers, in the business community and by economists. For Deloitte, the survey is its flagship research publication, a valued asset that strengthens client relationships, delivers insights for policymakers, corporates and Deloitte and strengthens the firm’s standing in the market. The role of Survey Co-ordinator will build on these successes to expand CFO participation in, and the influence of, the CFO Survey. Working in the Economics & Markets Team, the Survey Co-ordinator will be responsible for expanding the panel of CFO participants, raising quarterly participation rates, and enhancing the profile of the survey within Deloitte and externally with CFOs, the press, and policymakers. This role requires an energetic, versatile individual capable of taking responsibility, driving engagement and managing a key Deloitte initiative.

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Key responsibilities

CFO panel expansion and engagement

• Develop and execute strategies to expand the panel of CFO participants, targeting the UK's largest businesses
• Design, implement and run initiatives to raise quarterly participation rates from existing panel members
• Design and manage new engagement programmes, including events and hospitality, to foster strong relationships with CFO panellists, potential new members and users of the survey data
• Work with Deloitte Lead Client Service Partners (LCSPs) to enlist their clients in the survey and involve them in survey-related events and briefings
• Track and manage CFO relationships throughout their careers, ensuring continuity and engagement

Database management and data quality

• Maintain and ensure the accuracy and completeness of the CFO survey participant database
• Work to improve data quality, particularly concerning CFO contacts and LCSP assignments within internal CRM systems, to facilitate effective outreach
• Use survey and database management tools efficiently, with a commitment to learning the use of new systems and processes as expected

Profile raising and marketing

• Develop and implement marketing and communication plans to raise the profile of the CFO Survey across Deloitte, ensuring visibility and encouraging use of the data and external advocacy
• Manage external communications, developing strategies to improve the survey’s web presence and engage with policymakers and analysts on survey findings, enhancing Deloitte's credibility and brand

Stakeholder management and collaboration

• Build and maintain strong relationships with internal stakeholders, including LCSPs and senior leadership, to secure buy-in and support for the survey
• Work closely with the Economics & Markets Team on survey design, analysis, and reporting to ensure the survey remains relevant and impactful

Connect to your skills and professional experience

Essentials:

• Practical, versatile and focused results: someone who will be ‘hands on’ and committed to building the survey, able to deal with everything from updating databases to running client events and pitching would-be survey participants
• Enthusiasm and energy: a highly motivated and proactive individual with a demonstrable passion for engagement and community building
• Communication skills: excellent written and verbal communication skills, capable of engaging effectively with senior executives, Deloitte partners and internal stakeholders
• Survey and database management: knowledge of, or a proven capability to quickly learn and master, survey platforms and database management systems
• Marketing experience: experience in marketing, communications, or profile-raising activities, ideally within a professional service or B2B environment
• Relationship building ability to build and nurture strong, long-term relationships with senior individuals
• Organisational skills: Strong organisational skills with the ability to manage multiple priorities and projects effectively
• Strategic thinking: an understanding of the strategic value of market intelligence and how to leverage it for business development and eminence

Additional desirable experience:

• Experience working within a large professional services firm
• Familiarity with the UK business landscape, economics and the role of Chief Financial Officer
• Experience with CRM and database systems (e.g. Salesforce, Jupiter, Excel)

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Collaboration is central to everything we do at Deloitte. From IT to HR, marketing and more, our teams help to support the wider business in everything they do. Bringing your individual skills and specialist knowledge, you can make a far-reaching impact. Come join us.

Personal independence

Regulation and controls are standard practice in our industry and Deloitte is no exception. These controls provide important legal protection for both you and the firm. We are subject to a number of audit regulations, one of which requires that certain colleagues abide by specific personal independence constraints (e.g., in relation to any financial interests and employment relationships). This can mean that you and your "Immediate Family Members" are not permitted to hold certain financial interests (shares, funds, bonds etc.) with audit clients of the firm, and also prohibitions on certain employment relationships (e.g., you are not permitted to hold a secondary employment role with SEC audit clients of the firm whilst being employed by the firm). The recruitment team will provide further details as you progress through the recruitment process, or you can contact the Independence team upon request.

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“Here at Deloitte, we’re proud to be part of a global network of 475,000 people – and that’s why the role of the Internal Communications professional is so important. We connect the dots in a highly matrixed, fast-moving, entrepreneurial organisation that’s influencing business for good.”

-Deloitte Employee

Our hybrid working policy

You’ll be based in one of our UK offices with hybrid working.

At Deloitte we understand the importance of balancing your career alongside your home life. That’s why we’ll support you to work flexibly through our hybrid working policy. Depending on the requirements of your role, you’ll have the opportunity to work in your local office, virtual collaboration spaces, client sites and remotely. You’ll get the chance to meet face to face when needed, while you collaborate and learn from colleagues, share your experiences, and build the relationships that will fuel your career and prioritise your wellbeing. Please check with your recruiter about the specific working requirements that may apply for your role.

Our commitment to you

Making an impact is more than just what we do: it’s why we’re here. So, we work hard to create an environment where you can experience a purpose you believe in, the freedom to be you, and the capacity to go further than ever before.

We want you. The true you. Your own strengths, perspective and personality. So, we’re nurturing a culture where everyone belongs, feels supported and heard, and is empowered to make a valuable, personal contribution. You can be sure we’ll take your wellbeing seriously, too. Because it’s only when you’re comfortable and at your best that you can make the kind of impact you, and we, live for.

Your expertise is our capability, so we’ll make sure it never stops growing. Whether it’s from the complex work you do, or the people you collaborate with, you’ll learn every day. Through world-class development, you’ll gain invaluable technical and personal skills. Whatever your level, you’ll learn how to lead.

Connect to your next step

A career at Deloitte is an opportunity to develop in any direction you choose. Join us and you’ll experience a purpose you can believe in and an impact you can see. You’ll be free to bring your true self to work every day. And you’ll never stop growing, whatever your level.

Discover more reasons to connect with us, our people and purpose-driven culture at deloitte.co.uk/careers