Client Relationship Executive

Client Relationship Executive

Opportunity ID


9509

Department


Practice Management

Location(s)


Boston

State


Massachusetts

Function


Sales and Business Development

Job Description


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.

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.

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.

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. 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.

YOUR ROLE.

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.

Responsibilities include but not limited to:

• 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

YOUR EXPERIENCE.

The successful candidate will have:

• 13+ years of experience in sales, client leadership, or professional services roles
• Experience serving private equity clients, at the fund and portfolio company level
• Experience working with growth-oriented industries such as Commercial Real Estate, Consumer, Hospitality, or Manufacturing & Distribution
• 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 you will use:

• 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

In addition, please take a moment to review our


Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or one of our other roles.

In Massachusetts , 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. To learn more about life at CohnReznick, visit


"CohnReznick" is the brand name under which CohnReznick LLP and CohnReznick Advisory LLC and their respective subsidiaries provide professional services. CohnReznick LLP and CohnReznick Advisory LLC (and their respective subsidiaries) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. CohnReznick LLP is a licensed CPA firm that provides attest services to its clients. CohnReznick Advisory LLC provides tax and business consulting services to its clients. CohnReznick Advisory LLC and its subsidiaries are not licensed CPA firms.


CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team to drive business results and create a better future every day for our team members, clients, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For more information, please see


If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at Please note: This email address is reserved for individuals with disabilities in need of assistance and are not a means of inquiry about positions or application statuses.

CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that CohnReznick will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.

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