Client Relationship Executive

CohnReznick • , MA

3d • Hybrid

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. As CohnReznick continues to grow, we are expanding our sales team with the addition of a Private Equity Client Relationship Executive (CRE) role. We are seeking a Director -level sales executive who can act as a growth architect for the firm’s most strategic opportunities within our Private Equity practice. This role is responsible for enterprise-level target acquisition, multi-year revenue strategy, and the orchestration of complex, multi-service pursuits. The CRE will partner closely with Sales Leadership, Practice Leaders, Office Managing Partners, Inside Sales, Marketing, and delivery teams to drive sustained growth, deepen executive relationships, and scale best-in-class sales execution across the firm. 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 hybrid which means team members are expected to be thoughtful and intentional in how they create opportunities for in-person collaboration. While the cadence of in-office presence is determined at the team level, our professionals are encouraged to be in the office/together in person on average 3 days a week. YOUR TEAM. You will be part of our sales organization within a structured, team-based sales model that emphasizes collaboration, consistent processes, and professional development. Within that structure, you will be aligned to the Private Equity practice - supporting local client and prospect activity for a designated geography while collaborating directly with the local Office Managing Partner, other Client Relationship Executives, Sales Leadership, and local industry group leaders. As a Director, you will help to lead and influence within the sales organization across industries, service lines, and regions. This may include mentorship of other sales professionals and supporting market-facing leaders to represent CohnReznick externally. It may also include involvement with other relevant industries within the local market.

Requirements

• 13+ years of experience in sales, client leadership, or professional services roles
• Experience serving private equity clients, at the fund and portfolio company level
• Experience working with growth-oriented industries such as Commercial Real Estate, Consumer, Hospitality, or Manufacturing & Distribution
• Proven success leading enterprise level pursuits and expanding complex client relationships
• Demonstrated ability to drive cross‑service expansion and long‑term value creation
• Sustained history of achieving or exceeding revenue targets
• Executive presence with the ability to influence C-Suite and board level executives
• Demonstrated ability to lead cross-functional, multi-service teams
• Advanced commercial, financial, and negotiation acumen
• Experience mentoring senior sales professionals and developing future leaders
• Expert level proficiency with CRM systems and forecasting disciplines (Dynamics or Salesforce preferred)
• Bachelor’s degree required
• Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, so if you’re excited about this role but your experience doesn’t align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or one of our other roles.

Nice To Haves

• advanced or industry‑specific education preferred

Responsibilities

• Manage a portfolio of enterprise level targets and the firm’s most complex, high-value pursuits
• Own and execute multi-year business plans tied to defined revenue goals
• Architect and optimize target list ecosystems to support firmwide growth
• Build, scale, and manage sophisticated Centers of Influence (COIs) (e.g., referral sources) across regions and industries
• Drive cross-firm collaboration to deliver integrated, multi-service solutions
• Support complex negotiations and deal structuring with senior executives
• Serve as trusted advisor to C-Suite and board-level target and client contacts
• Mentor and coach Senior Manager and Manager-level CREs; support succession and growth planning discussions
• Ensure strong pipeline coverage, forecasting accuracy, and CRM discipline at scale
• Represent the firm externally at industry events, conferences, and executive forums
• Assigned the highest revenue target levels within the CRE role structure
• Expected pipeline coverage typically 3× revenue target

Benefits

• generous PTO
• a flexible work environment
• expanded parental leave
• extensive learning & development
• paid time off for employees to volunteer
• discretionary performance bonus
• access to best-in-class learning and development platforms

What This Job Offers

• Job Type: Full-time
• Career Level: Director