Deloitte
Manager, Survey Co-ordinator, Deloitte CFO Survey
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JOB DESCRIPTION
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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
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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
- Represent the CFO Survey at internal and external events, promoting its value and encouraging participation
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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
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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)
BASIC INFORMATION
Location
Belfast, Birmingham, Cardiff, Edinburgh, Glasgow, Leeds, London, Manchester, Milton Keynes
Business Line
Enabling Functions
Job Type
Permanent / FTC
Date published
25-Aug-2026
Req #
24761
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