Strategic Account Executive

CohnReznick • , CA

7d • 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. We currently have an exciting career opportunity for a Private Equity Strategic Account Executive to join the team in our Sales Team. 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.

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
• Proven success managing and expanding complex enterprise client relationships
• Demonstrated ability to drive cross‑service expansion and long‑term value creation
• Executive presence with the ability to influence C‑suite and board‑level stakeholders
• Strong commercial, financial, and negotiation acumen
• Experience leading multi‑disciplinary account teams
• Expert‑level proficiency with CRM systems, account planning, and forecasting
• Bachelor’s degree required

Nice To Haves

• advanced or industry‑specific education preferred

Responsibilities

• Lead a defined portfolio of existing private equity enterprise client relationships
• Own and execute multi‑year strategic account plans aligned to client priorities, ownership structure, and market dynamics
• Drive cross‑service expansion across audit, tax, and advisory in support of value creation, liquidity events, and portfolio optimization
• Build and maintain deep C-suite and board level executive relationships
• Serve as the quarterback for internal account teams, aligning firm resources to account‑specific growth objectives
• Lead executive business reviews with clients and internal leadership
• Identify whitespace opportunities and proactively architect expansion pathways
• Ensure strong pipeline discipline, forecasting accuracy, and CRM hygiene
• Develop templates, playbooks, and best practices to scale strategic account execution
• Represent the firm as a senior, trusted advisor within key client relationships
• Full accountability for revenue growth across the defined strategic account portfolio
• Success measured by year‑over‑year account growth, service‑line diversification, and profitability
• Pipeline expectations aligned to strategic account expansion plans
• Required history of consistently achieving or exceeding account growth objectives
• Client sponsor and deal team satisfaction/retention indicators

Benefits

• generous PTO
• a flexible work environment
• expanded parental leave
• extensive learning & development
• paid time off for employees to volunteer
• discretionary performance bonus
• generous paid time off
• expanded and inclusive parental benefits

What This Job Offers

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