Client Relationship Executive

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. The firm 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.

About the role

We are expanding our sales team with the addition of a Client Relationship Executive (CRE) role. This director-level sales executive will act as a growth architect for the firm’s most strategic opportunities, with a primary focus on scaling the Dallas and Austin markets. The CRE is responsible for enterprise-level target acquisition, multi-year revenue strategy, and the orchestration of complex, multi-service pursuits. The role partners closely with Sales Leadership, Practice Leaders, Office Managing Partners, Inside Sales, Marketing, and delivery teams to drive sustained regional growth, deepen executive relationships, and scale best-in-class sales execution across the firm.

CohnReznick is a hybrid firm. This position is considered hybrid, meaning 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, professionals are encouraged to be in the office together in person on average 3 days a week.

Your team

You will be part of the sales organization within a structured, team-based sales model that emphasizes collaboration, consistent processes, and professional development. You will be aligned to the Dallas/Austin office, 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 CRE, you will help 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.

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. We believe in balancing work with everyday life and making time for enjoyment and fun. The firm invests in a robust Total Rewards package that includes:

• Generous PTO
• Flexible work environment
• Expanded parental leave
• Extensive learning & development opportunities
• Paid time off for employees to volunteer

Responsibilities

• Own and activate a portfolio of enterprise-level targets, with specific accountability for originating and advancing the firm’s most complex, high-value pursuits within the Dallas and Austin markets
• Develop and execute a multi-year market and territory business plan aligned to defined revenue goals and firmwide growth priorities
• Architect, continuously refine, and activate target ecosystems (accounts, buyer personas, and influencers) that create sustained whitespace and pipeline
• Build, scale, and manage sophisticated Centers of Influence (COIs) (e.g., referral sources) with a focus on driving net-new opportunity creation
• Orchestrate cross-firm collaboration across service lines, practices, and regions to deliver integrated, multi-service solutions for enterprise targets
• 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 as the Texas market scales
• Maintain strong pipeline coverage, forecasting accuracy, and CRM discipline to support predictable growth and leadership visibility
• Represent the firm externally across the Texas market at industry events, executive forums, conferences, and targeted networking environments

Revenue Accountability

• Assigned the highest revenue target levels within the CRE role structure
• Expected pipeline coverage typically 3× revenue target
• Must demonstrate consistent quota achievement or over-achievement for 3+ years

Requirements

• 13+ years of experience in sales, client leadership, or professional services roles
• Proven success leading enterprise-level pursuits and expanding complex client relationships
• Experience working with growth-oriented industries such as Commercial Real Estate, Technology, Consumer, Hospitality, or Manufacturing & Distribution
• 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; advanced or industry-specific education preferred

Tools & Systems

• CRM platforms (Dynamics or Salesforce)
• Sales intelligence and research tools (e.g., SalesIntel, Introhive, Bombora, LinkedIn Sales Navigator)
• Power BI dashboards (basic to intermediate usage)
• Marketing and proposal tools