Client Relationship Executive

Position Overview

Private Equity Client Relationship Executive (CRE) – Director level. Responsible for enterprise-level target acquisition, multi-year revenue strategy, and orchestration of complex, multi-service pursuits across the firm.

• 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) 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.

• 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.

• 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.

• CRM platforms (Dynamics or Salesforce).
• Sales intelligence and research tools (Sales Intel, Introhive, Bombora, Linked In Sales Navigator).
• Power BI dashboards (basic to intermediate usage).

In Massachusetts, the salary range for a Director is $200,000 to $300,000. Compensation will be dependent upon the individual's skills, experience, qualifications, and location, as well as applicable employment laws. Salary is one component of the total rewards package, which also includes a discretionary performance bonus, generous paid time off, expanded and inclusive parental benefits, and access to best-in-class learning and development platforms.

Cohn Reznick is an equal opportunity employer, committed to a diverse and inclusive team. 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.

If you are an individual with a disability in need of assistance during our recruitment process, please contact the disability accommodation office.