Client Relationship Executive (Private Equity)

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). With offices nationwide, CohnReznick 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 Private Equity Client Relationship Executive (CRE) role. This Director-level sales executive will act as a growth architect for the firm’s most strategic opportunities within our Private Equity practice. The 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.

This position is hybrid, requiring team members to be in the office or collaborating in person on average 3 days a week, with the cadence determined at the team level.

Your team

You will be part of our sales organization within a structured, team-based sales model that emphasizes collaboration, consistent processes, and professional development. You will be aligned to the Private Equity practice, supporting local client and prospect activity for a designated geography while collaborating with the Office Managing Partner, other Client Relationship Executives, Sales Leadership, and local industry group leaders.

As a Director, you will help lead and influence within the sales organization across industries, service lines, and regions. This may include mentoring other sales professionals and supporting market-facing leaders to represent CohnReznick externally.

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) (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

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

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)
• 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

Benefits

We invest 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

We believe in balancing work with everyday life and making time for enjoyment and fun.