Client Relationship Executive

1 week ago

Dallas, Texas, United States CohnReznick Full time
About the Role

CohnReznick is seeking a highly motivated and experienced Client Relationship Executive to join our National Sales team and support our Value 360 Advisory Practice. As a key member of our team, you will be responsible for driving growth and developing strong relationships with clients across various industries.

Responsibilities
  • 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.
Requirements
  • 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).

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