Client Relationship Executive (Private Equity)

About the role

CohnReznick is expanding its sales team with the addition of a Private Equity Client Relationship Executive (CRE) role. This role is responsible for enterprise-level target acquisition, multi-year revenue strategy, and the orchestration of complex, multi-service pursuits.

Responsibilities

• 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)
• Drive cross-firm collaboration to deliver integrated, multi-service solutions
• Support complex negotiations and deal structuring with senior executives
• Serve as a 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

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 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)

Qualifications

• Bachelor’s degree required; advanced or industry-specific education preferred

Skills

• 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

Benefits

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.

Pay

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.

Schedule

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.