Client Relationship Executive (Private Equity)

We need to output HTML fragment with sections: headings

for sections like About the role, Responsibilities, Requirements, Qualifications, etc. We must not repeat job title as heading. Must include only sections with real content. Must not include boilerplate like EEO, legal, etc. Must preserve all substantive info. We need to parse the job description and extract sections. Let's identify content: - Intro paragraph: "As CohnReznick grows...". Could be "About the role" or "Overview". We'll create a section maybe "About the role" with that intro. - Then description of role: "As CohnReznick continues to grow, we are expanding our sales team...". Could be part of overview. - Then "YOUR TEAM." paragraph. - Then "WHY COHNREZNICK?" paragraph. - Then "YOUR ROLE." paragraph. - Then "Responsibilities" heading with bullet list. - Then "The Director role requires a sustained track record..." paragraph. - Then "Revenue Accountability" bullet points? Actually it's a paragraph with bullet-like lines: "Assigned the highest revenue target levels..." etc. Might be considered list. - Then "Your Experience." heading with list of qualifications. - Then "Tools & Systems You Will Use" heading with list. - Then "In addition, please take a moment to review our Universal Job Standards." That's boilerplate? Might be considered generic but maybe we keep as a short paragraph? It's not EEO but it's a note about applying. Might be considered part of application instructions? It says "please take a moment to review our Universal Job Standards." That's not application instructions but a note. Could keep as a short paragraph under maybe "Notes". But we might drop as it's generic? The instruction: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. This is not exactly application instructions but a suggestion to review standards. Might be considered part of application instructions? Safer to drop. - Then salary range info: "In New York, the salary range for a Director is $200,000 to $300,000. Actual compensation..." This is Pay section. Must include Pay section only if posting actually states them. Yes, it does. So we need a Pay section with that info. - Then description of total rewards package etc. That's Benefits? It mentions "generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and even paid time off for employees to volunteer." Also later: "Salary is one component of the CohnReznick total rewards package, which includes a discretionary performance bonus, generous paid time off, expanded and inclusive parental benefits, and access to best-in-class learning and development platforms, to name a few." So we can create Benefits section summarizing those. - Then description of brand, alternative practice structure, etc. That's boilerplate/legal; drop. - Then EEO statement: drop. - Then contact for disability: drop. - Then note about unsolicited resumes: drop. - Then hashtags: drop. Thus sections: About the role (intro), Your Team, Why CohnReznick, Your Role, Responsibilities, Revenue Accountability (maybe part of Responsibilities? Could be separate but we can incorporate as part of Responsibilities or as its own section "Revenue Expectations". The instruction: prefer a few substantive sections over many thin ones. Could combine Revenue Accountability into Responsibilities or Requirements? It's about revenue targets; could be part of Responsibilities. But we already have Responsibilities section with bullet list. Could add a paragraph after bullet list about revenue accountability. That's fine. Then Experience (Qualifications) section. Then Tools & Systems. Then Pay section. Then Benefits section. We must not repeat job title as heading. Use

for each section heading. We must use

• for any list of duties/requirements/benefits. For prose use

  . We must preserve all substantive information; do not invent or summarize away detail. We need to ensure we keep details like "13+ years of experience in sales, client leadership, or professional services roles", etc. Let's craft. First, About the role: combine first few paragraphs up to "YOUR TEAM."? Actually "YOUR TEAM." is separate heading. So About the role could be the introductory paragraphs before "YOUR TEAM." Let's extract: "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." That's a lot but we keep. Then

  Your Team

  with paragraph: "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." Then

  Why CohnReznick

  with paragraph: "At CohnReznick, we’re united by a common mission to create opportunity, value, and trust for our clients, our people, and our communities. Whether it’s working alongside your peers to solve a client challenge, or volunteering together at the local food bank, there are so many ways to find your “why” at the firm. We believe it’s important to balance work with everyday life – and make time for enjoyment and fun. We invest in a robust Total Rewards package that includes everything from generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and even paid time off for employees to volunteer." Then

  Your Role

  with paragraph: "In this role, you will be accountable for driving the firm’s largest and most complex growth opportunities. This role is primarily focused on top tier client acquisition and enterprise pursuit execution, rather than ongoing account management." Then

  Responsibilities

  with
  list of duties: - 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 Then after list, we can add a paragraph about revenue accountability: "The Director role requires a sustained track record of revenue over‑achievement and the ability to influence outcomes at the executive and board level. 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." We could keep as

  . Then

  Experience

  (or Qualifications). Use heading "Your Experience". Provide list: - 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 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; advanced or industry‑specific education preferred Then

  Tools & Systems You Will Use

  list: - 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 Then

  Pay

  paragraph: "In New York, the salary range for a Director is $200,000 to $300,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. Salary is one component of the CohnReznick total rewards package, which includes a discretionary performance bonus, generous paid time off, expanded and inclusive parental benefits, and access to best-in-class learning and development platforms, to name a few." But note that benefits also mentioned earlier. We could combine Pay and Benefits? The instruction: create Pay/Schedule/Benefits sections only if posting actually states them. Pay is stated. Benefits also stated (generous PTO, flexible work environment, expanded parental leave, extensive learning & development, paid time off to volunteer). So we should have Benefits section separate. Thus Benefits section: list of benefits. We need to avoid duplication: The Pay paragraph already mentions total rewards package includes discretionary performance bonus, generous paid time off, expanded and inclusive parental benefits, access to best-in-class learning and development platforms. Benefits section could list: generous PTO, flexible work environment, expanded parental leave, extensive learning & development, paid time off for employees to volunteer, discretionary performance bonus, expanded and inclusive parental benefits, access to best-in-class learning and development platforms. Might be some overlap but we must preserve all substantive info; duplication is okay if it's in original? But we should avoid repeating same info? The instruction: preserve ALL substantive information; do NOT invent or summarize away detail. It doesn't forbid duplication, but we should not omit any. If we split, we might duplicate some points; that's okay as long as we don