Client Partner — Middle-Market Growth & Engagement

AccruePartners; Charlotte (NC); On-site; USD 120,000 - 170,000; Full time

Job summary

AccruePartners is seeking a Client Partner for its Project Solutions practice in Charlotte. You will originate and grow advisory engagements with CFOs, COOs, and PE partners, shaping opportunities from discovery through to signed engagements.

Lead proposals, manage scope, and maintain a robust regional pipeline using Bullhorn CRM and industry networks. In this role, you will build deep client relationships, craft compelling value propositions, and guide engagements from concept to delivery.

Qualifications

• MBA, CPA or similar is a plus.
• Proven track record in driving advisory engagements with senior executives.
• Strong knowledge of private equity and value-creation plans.
• Excellent proposal writing and relationship-building skills.

Responsibilities

• Originate and grow client engagements with CFOs/COOs and PE operating partners.
• Lead discovery to define engagements with objectives, scope, and fees.
• Draft proposals and SOWs and manage to signed engagements.
• Maintain CRM forecast and pipeline through Charlotte market.

Skills

Business development

Relationship building

Industry networking

CRM proficiency

Proposal writing

Strategic thinking

Private equity knowledge

Education

MBA or CPA or similar

Tools

Bullhorn CRM

AI-assisted research tools

Job description

AccruePartners is seeking a Client Partner for its Project Solutions practice in Charlotte. You will originate and grow advisory engagements with CFOs, COOs, and PE partners, shaping opportunities from discovery through to signed engagements.

Lead proposals, manage scope, and maintain a robust regional pipeline using Bullhorn CRM and industry networks. In this role, you will build deep client relationships, craft compelling value propositions, and guide engagements from concept to delivery.