Client Relationship Executive

Full Time
Remote
Posted
Job description
Opportunity ID

6136

Department(s)
Practice Management
Location(s)
Virtual
Function
Sales
Work option
Virtual
Job description

As CohnReznick grows, so do our career opportunities. As one of the nation’s top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do!

We currently have an exciting career opportunity for a Client Relationship Executive to join our team.

WHY COHNREZNICK?

  • Work-Life Blend: Our team members accrue up to 30 days of PTO depending on their level & take advantage of 17 paid holidays including two weeks off a year when all CR Team members take time off together. (July 4th and Thanksgiving week)
  • Parental Leave: Our expanded leave is up to 8 weeks following the birth or placement of a child.
  • Flexibility: Our team members have options of being fully virtual, hybrid or in the office based on theirs and the business needs. All full time or part time CR team members are offered a home office stipend upon onboarding to help them get setup at home.
  • Diversity & Inclusion: Whether it’s through participation in our Employee Resource Groups such as CR Blac, CR PRIDE, WomenCAN, VMA, CR Green, Raza or AAPI or through CR Cares, our team members give back to the communities they live and work in.
  • Total Rewards: We offer a competitive annual compensation, annual discretionary performance bonus, referral & client bonuses, spot bonus opportunities, 401k match with profit sharing contributions and incentive and support towards achieving the CPA licensure.
  • Learning & Development: Our team members have access to learning opportunities focusing on technical, leadership, and success skills that support their growth and career advancement, not to mention the necessary resources to meet their compliance needs.
  • Wellness resources: Our virtual care programs such as Headspace, Spring Health, Prevention Cloud, and Peerfit help support our team members’ mental and physical well-being.
  • Performance Coach: Each CR Team member is aligned to a Performance Coach who will support them in establishing their goals and provide guidance and support along their career path of choice.
  • The CR Friend: Your CR Friend will serve as a familiar face when you first join the firm and is someone you can always reach out to.

The CRE will be responsible for driving, monitoring, and improving sales for Hedge, PE, and High Net worth Clients

YOUR ROLE.

Responsibilities include but not limited to:

  • Build and expand relationships, and sell to Hedge, PE and High Net worth individuals
  • Setting the strategy to expand and build relationships to enhance our Capital Markets presence
  • Manage a sales pipeline, oversee key accounts and originate at least $1.5M in new business per year.
  • Develop and execute a successful plan which includes specific markets and prospects to pursue. Create new leads from your own prospecting efforts and assist others in pursuing leads and opportunities.
  • Thoroughly qualify leads & sales opportunities
  • Leverage business from new & established relationships
  • Ability to develop business relationships with key stakeholders
  • Strong business acumen with an ability to understand and communicate CohnReznick's business, marketplace and value proposition
  • Excellent verbal and written communication
  • Capacity to travel up to 50% to meet with clients and prospects and to meet with business development / marketing personnel, participate in events or sales meetings, and attend regional and national meetings, as necessary

YOUR EXPERIENCE.

The successful candidate will have:

  • Eight (8) or more years of business development experience with consistent quota attainment
  • Bachelor's degree in Business Administration, Marketing or related field
  • C-suite experience
  • Experience self-managing and accurately reporting opportunity pipeline and revenue forecast in CRM.
  • Experience within accounting firms, investment banking or private equity firms, financial consulting, business advisory services industry preferred.


CohnReznick is an organization committed to diversity and inclusion to drive our business results and create a better future every day for our diverse employees, 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 Equal Employment Opportunity Posters
Equal Opportunity/Affirmative Action Employer Minorities/Females/Protected Veterans/Persons with Disabilities
Employment is subject to verification of pre-screening tests, which may include background check and credit check
If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at CRaccommodation@cohnreznick.com 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.


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