Deloitte refers to one or more of Deloitte Touche Tohmatsu Limited, a UK private company limited by guarantee (“DTTL”), its network of member firms, and their related entities. DTTL and each of its member firms are legally separate and independent entities. DTTL (also referred to as “Deloitte Global”) does not provide services to clients. In the United States, Deloitte refers to one or more of the US member firms of DTTL, their related entities that operate using the “Deloitte” name in the United States and their respective affiliates. Certain services may not be available to attest clients under the rules and regulations of public accounting.
Center of Account Excellence (CoAE) professionals assist client leaders in strengthening how we serve our most important clients. CoAE professionals execute internal account operations, such that the account leaders can focus on delivering value for our clients. Navigate is the US Member Firm system of record for managing the account on/offboarding processes at US-headquartered ACP clients. A Salesforce-based platform, navigate is a user-centric and customizable solution that will reimagine account on/offboarding by serving as a one-stop-shop for practitioners to complete all essential requirements. The ODC team will be part of the larger Center of Account Excellence (CoAE), within Client Excellence.
Client Deliverables:
• Ensure that critical data is entered accurately into forms and applications according to written instructions
• On/offboard professionals to and from project teams using onboarding platforms/Services Procurement Solutions (SPS)
• Understand requirement, follow detailed instructions, and execute the on/offboarding process
• Complete assigned data entry tasks as per agreed Quality and Service Level Agreements (SLAs)
• Generate simple reports and provide status updates
Quality:
• Complete assigned tasks that adhere to the Standard Operating Procedures (SOPs) and templates and are error free
• Perform self-review check of all completed tasks before submitting for quality check
• Own the assigned tasks to ensure they meet the quality standards of CoAE
• Seek feedback from coach and quality controllers to improve output and overall performance
Teamwork:
• Share knowledge with team members/peers
• Help the team’s workload by managing your tasks and supporting team members when required
Required:
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