Client Relationship Executive - Value 360

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 the National Sales team and support our Value 360 Advisory Practice. 

This position can be remote or hybrid and includes up to 50% travel. 

YOUR TEAM.

The Business Development Executive will be responsible for driving growth of the firm's Value 360 Advisory practice in middle-market to upper-market public and private companies. 

The Business Development Executive is responsible for leading all aspects of the sales process, including systematic prospect targeting, development of opportunity-specific sales strategy, assessing prospects needs to identify the right solution to present them with, and selection of pursuit teams and 'quarterbacking' the entire sales process. This individual will build and maintain strong sales pipelines and forecasts associated to substantiated opportunities, prepare and facilitate presentations/proposals, work with pursuit teams across the firm, close sales and finalize agreements with customers. The Business Development Executive will work closely with various firm industry and line of business leaders in co-leading growth efforts through direct prospecting, networking, attendance and participation with various industry and professional groups and networking associations.

We are looking for a candidate that has a proven track record in selling Value 360 Advisory (including Transaction Advisory, Valuation Advisory, Restructuring and Dispute Resolution, Project Finance and M&A Advisory), ideally in another large consulting firm.  

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.

Responsibilities include but not limited to:

• External sourcing and qualifying of opportunities with prospects that are not currently served by the firm.
• Actively collaborate across teams internally to understand the firm’s offerings and appropriate client profiles.
• Responsible for executing the sales plan and process, including coordination of all necessary internal and external resources to best position the firm to secure the business.
• Actively work networking contacts, professional affiliations, industry groups and related Centers of Influence.
• Work with the CohnReznick Value 360 Advisory practice and industry team leaders to effectively identify and target key companies.
• Support Partners, Principals, and Directors in cross-selling additional services to existing clients where appropriate.
• Work closely with local and national marketing resources to develop effective, targeted go-to-market plans for the industry teams they support.

YOUR EXPERIENCE.

The successful candidate will have:

• Minimum of 10+ years of experience with demonstrated success in selling Value 360 Advisory related services
• Demonstrated experience leading complex Value 360 Advisory services sales processes with multiple team members and decision makers (C-suite level - accounting and finance executives including CFO, CIO, CTO, CDO, VP of Finance, Head of FP&A)
• Ability to drive and participate in the proposal and Statement of Work creation process through the close of the deal
• Excellent influence and negotiation skills; strong executive presence and business acumen
• Experience leveraging a CRM tool for report generation and sales tracking
• Must be motivated and self-disciplined; must possess strong time management skills
• Exhibit exceptionally strong communication, presentation, analytical and organizational skills
• Bachelor's degree
• Travel is required (local and overnight when appropriate)

Preferred Qualifications:

• Strong and active network in any or all the following areas:

• • Accounting and Finance Executives (CFO, CAO, Controller, VP of Finance, Head of FP&A)
  • Private Equity and Investment Banking Relationships both on the West Coast and Nationally
  • Industry, trade and other relevant organizations

• Experience working for Top 10 Accounting a significant plus
• Business development team leadership experience

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 California, the salary range for a CRE Director is $180,000 to $230,000. 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 Life at CohnReznick

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 Equal Employment Opportunity Posters

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.