Key Account Manager – Private Equity Services

Cherry Bekaert • Chicago, IL

2d

About The Position

Cherry Bekaert is seeking a Key Account Manager (KAM) to strengthen strategic relationships with our most valuable Private Equity clients and their portfolio companies. This role is pivotal in driving growth across audit, tax, and advisory services, ensuring exceptional client experience and alignment with Cherry Bekaert’s integrated service model. The KAM will serve as one of the primary relationship contacts for designated Private Equity funds and portfolio companies, coordinating across service lines to deliver tailored solutions that address complex needs throughout the investment lifecycle—from deal sourcing and due diligence to post-transaction integration and exit planning.

Requirements

• Bachelor’s degree in Accounting, Finance, Business, or related field required.
• 10+ years in client-facing account management, client service, or business development within professional services.
• Proven success managing complex, multi-service Private Equity or financial services relationships.
• Strong understanding of audit, tax, and advisory services relevant to PE funds and portfolio companies.
• Exceptional relationship-building capabilities, with strong negotiation, communication, and strategic planning skills.
• Ability to navigate independence rules, regulatory considerations, and compliance frameworks.
• Proficiency with CRM tools, account management platforms, and data analytics used for account strategy.

Nice To Haves

• CPA or MBA preferred.

Responsibilities

• Serve as a strategic advisor and relationship leader for designated Private Equity funds and portfolio companies, working closely with C‑suite executives, deal teams, and operating partners.
• Build and maintain long‑term, trusted client relationships across the investment lifecycle, from deal sourcing and due diligence through integration and exit.
• Develop and execute value-driven, client-facing initiatives that enhance engagement and expand impact.
• Create and manage account plans aligned to client priorities and Cherry Bekaert’s Key Account Management playbook.
• Drive cross-service collaboration across Audit, Tax, and Advisory to deliver fully integrated, proactive solutions.
• Identify white-space opportunities across portfolio companies and work with service-line leaders to pursue growth.
• Coordinate with engagement teams and SMEs to ensure seamless, high-quality delivery across all services.
• Monitor independence, compliance, and risk considerations across multi-entity client relationships.
• Track performance metrics, including pipeline development, revenue generation, and account health.

Benefits

• Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect
• The opportunity to innovate and do work that motivates and engages you
• A collaborative environment focused on enabling you to further your career growth and continuous professional development
• Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing
• Flexibility to do impactful work and the time to enjoy your life outside of work
• Opportunities to connect and learn from professionals from different backgrounds and with different cultures
• comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection.

What This Job Offers

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