Client Relationship Executive

CohnReznick; Dallas (TX); Hybrid; USD 120,000 - 160,000; Full time

Benefits offered by this job

Generous PTO

Flexible work environment

Paid time off for volunteering

Job summary

CohnReznick is seeking a Client Relationship Executive (CRE) to drive enterprise-level target acquisition and grow the firm's strategic opportunities in Dallas and Austin. This role includes responsibilities for creating multi-year revenue strategies and executing complex pursuits. The ideal candidate will have at least 13 years of experience in professional services, proven success in expanding client relationships, and the capability to mentor junior professionals. This position operates in a hybrid model, requiring in-office collaboration approximately 3 days per week.

Qualifications

• 13+ years of experience in sales or client leadership.
• Proven success in leading enterprise-level pursuits.
• Expert proficiency with CRM systems.

Responsibilities

• Drive enterprise-level target acquisition in Texas.
• Develop multi-year business plans aligned to revenue goals.
• Mentor Senior Managers and CREs to support growth.

Skills

Enterprise-level pursuits

Cross-service expansion

Mentoring senior sales professionals

Negotiation acumen

Education

Bachelor's degree

Advanced or industry-specific education

Tools

CRM platforms (Dynamics or Salesforce)

Sales intelligence tools

Power BI

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 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, with a primary focus on scaling the Dallas and Austin markets.

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 regional 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 Dallas/Austin office - 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 CRE, 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:

• Own and activate a portfolio of enterprise level targets, with specific accountability for originating and advancing the firm’s most complex, high-value pursuits within the Dallas and Austin markets
• Develop and execute a multi-year market and territory business plan aligned to defined revenue goals and firmwide growth priorities
• Architect, continuously refine, and activate target ecosystems (accounts, buyer personas, and influencers) that create sustained whitespace and pipeline
• Build, scale, and manage sophisticated Centers of Influence (COIs) (e.g., referral sources) with a focus on driving net-new opportunity creation
• Orchestrate cross-firm collaboration across service lines, practices, and regions to deliver integrated, multi-service solutions for enterprise targets
• 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 as the Texas market scales
• Maintain strong pipeline coverage, forecasting accuracy, and CRM discipline to support predictable growth and leadership visibility
• Represent the firm externally across the Texas market at industry events, executive forums, conferences, and targeted networking environments

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
• Proven success leading enterprise level pursuits and expanding complex client relationships
• Experience working with growth-oriented industries such as Commercial Real Estate, Technology, Consumer, Hospitality, or Manufacturing & Distribution
• 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)

Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. At CohnReznick, we’re 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.

"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.

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.