PE Key Account Coordinator

Cherry Bekaert

2d•Hybrid

About The Position

Cherry Bekaert is seeking a Private Equity Key Account Coordinator with experience supporting complex relationships in a professional services or advisory environment. This role partners closely with Private Equity Key Account Managers and Firm leadership to help drive growth, improve execution, and ensure consistency across priority PE fund and portfolio company relationships. The Private Equity Key Account Coordinator has the opportunity to work in a hybrid or remote environment from within the United States.

Requirements

Bachelor’s degree in business, marketing, finance, or a related field.
Four or more years of experience in business development coordination, sales administration, or project management within a professional services, financial services, or advisory environment.
Strong analytical skills, including advanced proficiency in Microsoft Excel and experience building dashboards and reports using tools such as Power BI or Tableau.
Expert proficiency in Microsoft Office, particularly PowerPoint and Word, with the ability to produce polished, partner-ready materials.
Experience working with CRM platforms such as Salesforce or Microsoft Dynamics, with a strong focus on data accuracy and reporting.
Exceptional attention to detail, organization, and time management skills, with the ability to manage multiple stakeholders and deadlines simultaneously.
Excellent written and verbal communication skills, with confidence interacting with partners and senior leaders.
A proactive, commercially minded approach and strong interest in private equity and M&A, with the desire to become fluent in the deal lifecycle and the services PE clients value most.

Nice To Haves

Prior experience with a Big Four or top 20 accounting or advisory firm is strongly preferred.

Responsibilities

Support Private Equity Key Account Managers by coordinating internal account and pursuit meetings, capturing notes, documenting next steps, and tracking ownership and due dates to ensure follow-through.
Maintain and distribute monthly dashboards that track key account activity, including meetings, proposals, wins and losses, and services delivered, providing visibility to Transaction Advisory Services and firm leadership.
Coordinate across transaction services, valuation, tax, audit, and advisory teams to ensure information flows effectively and internal cross-service opportunities are identified and pursued.
Manage CRM data integrity for priority private equity funds and portfolio companies, including contact hierarchies, pursuit records, pipeline stages, and relationship mapping.
Develop, organize, and maintain client-ready private equity and M&A collateral, partnering with marketing to ensure materials are current, on brand, and aligned to transaction services priorities.
Create and manage dashboards and reports that summarize pipeline, revenue, and relationship penetration at the fund and portfolio company levels, highlighting white-space and cross-sell opportunities.
Support strategic client engagements and events by coordinating outreach, invitations, attendance tracking, and follow-up actions to ensure each engagement drives measurable commercial outcomes.