Client Accounting Services Success - Senior Manager

CohnReznick• , VA

13h•Remote

About The Position

As CohnReznick grows, so do our career opportunities. As one of the nation’s top professional services firms, CohnReznick creates rewarding careers in advisory, assurance, and tax with team members who value innovation and collaboration in everything they do! CohnReznick helps organizations optimize performance, manage risk, and maximize value through CohnReznick LLP (assurance services) and CohnReznick Advisory LLC (advisory and tax services). Together, the firm provides leaders with deep industry knowledge and relationships, solutions to address clients’ unique business goals and risks, and insight on how emerging market forces can drive opportunity. With offices nationwide, the firm serves organizations around the world as an independent member of Nexia. We currently have an exciting career opportunity for a Senior Manager to join the Client Success team in our Client Accounting Advisory practice. CohnReznick is a hybrid firm and most of our professionals are located within a commutable distance to one of our offices. This position is considered remote which means it does not require job duties be performed within proximity of a CohnReznick office location. However, as a remote employee, you may be required to be present at a CohnReznick office with scheduled notice for client work, team meetings, or trainings. YOUR TEAM. The Client Accounting Advisory Team is a rapidly growing division of CohnReznick, where we partner with our clients to perform accounting, advisory and technology services. Our goal is to leverage the best staff, cutting edge technology, and efficient processes to exceed our clients’ expectations. Our services include maintaining of books and records, financial statement close management reporting, assistance with state and local tax filings, virtual controller/CFO services, as well as accounting technology solution development. WHY COHNREZNICK? At CohnReznick, we’re united by a common mission to create opportunity, value, and trust for our clients, our people, and our communities. Whether it’s working alongside your peers to solve a client challenge, or volunteering together at the local food bank, there are so many ways to find your “why” at the firm. We believe it’s important to balance work with everyday life – and make time for enjoyment and fun. We invest in a robust Total Rewards package that includes everything from generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and even paid time off for employees to volunteer. YOUR ROLE. Responsibilities include but not limited to: The Sales Operations & Client Experience Senior Manager supports the firm’s growth and retention efforts by ensuring a seamless experience from initial prospect engagement through client onboarding and ongoing relationship management. This role works closely with sales, marketing, and client service teams to drive process consistency, pipeline visibility, and an exceptional client journey within a public accounting environment. This position sits at the intersection of growth, operations, and client relationships, helping the firm efficiently win new business while delivering a consistent, high-quality client experience that supports long-term retention.

Requirements

Bachelor’s degree in Business, Accounting, Marketing, Operations, or related field (or equivalent experience)
10 years of experience in sales operations, client experience, or professional services
Strong organizational, communication, and multitasking skills
High attention to detail and service-oriented mindset
Proficiency in CRM systems and Microsoft Excel/PowerPoint (or Google Workspace)
Experience in public accounting, consulting, or professional services
Familiarity with proposal management and client lifecycle processes
Comfort with reporting, dashboards, and process improvement initiatives

Responsibilities

Support the end-to-end sales process, including lead intake, proposals, engagement letters, onboarding, and handoff to service teams
Maintain CRM accuracy and pipeline visibility; track activities, opportunities, and client data
Coordinate proposals, pricing inputs, and sales documentation
Prepare sales reports, dashboards, and performance metrics
Assist in standardizing sales workflows and improving tools and processes
Collaborate with marketing on lead management and campaign tracking
Support a consistent, high-quality client onboarding and transition experience
Coordinate communication with client delivery teams
Track key client touchpoints, milestones, and feedback
Assist with client communications, surveys, and experience initiatives
Help ensure timely follow-up on service issues and client requests
Identify opportunities to improve sales and client experience processes
Support CRM, proposal tools, and client experience technology adoption
Assist with documentation and continuous improvement efforts
Partner with firm leadership and client service teams on growth initiatives