Client Relationship Executive

1 day ago

San Jose, California, United States Scout Career Site Full time $197,800 - $296,700


Grant Thornton is seeking a Client Relationship Executive (Director) to join the team in San Jose, CA.

The Client Relationship Executive (CRE) initiates, qualifies (ensures the prospect fits with the firm's strategic direction), and develops new business with target organizations to meet or exceed pre-agreed-upon sales goals. As a relationship-oriented sales executive, this position is responsible for generating new business opportunities for Grant Thornton across all service lines within a specific geographic market and designated industry verticals. The CRE, working under the direction of a regional sales leader, focuses on a defined list of assigned targets and a select number of existing accounts where there is significant potential for additional revenue expansion. Additionally, the CRE works closely with local office leadership to align pursuit efforts to target account lists and market priorities/initiatives. 

Essential Duties and Responsibilities: 

  • Originate new sales opportunities by consistently and systematically initiating sales calls and contacts; pursue prospects to secure meetings and win referrals. 
  • Meet sales production targets and goals with minimal oversight and direction. 
  • Project executive presence; build effective and collaborative relationships with senior Partners and C-Suite executives. 
  • Identify key decision makers at client and prospect organizations at the C-Suite and Board levels. 
  • Possess the ability to have enterprise-level conversations in areas such as Growth, Risk, Profitability & Performance Management.  
  • Identify winning strategies by understanding the client's needs; coach Grant Thornton teams through the pursuit life cycle. 
  • Participate in Grant Thornton services sales presentations and conduct face-to-face meetings with prospects. 
  • Execute account strategy and plan that best leverages Grant Thornton's resources to meet the prospect's business needs and issues.  
  • Participate in trade organizations and informal networks to develop, build, and sustain robust professional relationships. 
  • In partnership with marketing, execute events and other outreach campaigns to identify and engage targets and build the Grant Thornton brand in the marketplace. 
  • Work with local office service line leaders to maximize cross-selling opportunities.  
  • Negotiate and participate in pricing strategy to make Grant Thornton competitive. 
  • Regularly (daily) and consistently use CRM system to ensure that data reporting, customer information, and sales activity/pipeline are up to date. 
  • Other duties as assigned.

Required Skills and Experience: 

  • Bachelor's degree; advanced degree/MBA is a plus. 
  • Ability to immediately leverage existing network of Boards of Directors, C-Suite Officers, and private investors. 
  • Over 5 years of business development/sales experience in professional services and/or complex solution selling environments selling at the Board of Directors and C-Suite level. 
  • Proven record of driving targeting efforts, building relationships, and influencing buying decisions.  
  • A fundamental understanding of accounting concepts is required; prior experience in an Accounting or Finance role is a plus. 
  • Strong proficiency in assigned industry vertical. 
  • Impeccable written and verbal communication skills. 
  • Broad-based knowledge of Grant Thornton's offerings, services, and applicability to business triggers. 

 The base salary range for this position in the firm's San Jose, CA office only is $197,800 to $296,700.

  • Client Relationship Consultant 2

    1 day ago

    San Jose, California, United States U.S. Bank Full time $57,500 - $100,000 per year

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide,...

  • Client Executive

    6 days ago

    San Diego, California, United States Ignite Digital Services Full time $120,000 - $200,000 per year

    Are you searching for an opportunity to take your career to the next level? Ignite Digital Services is a fast-growing digital transformation company serving the national security sector. Our small business applies data science, program management and technical domain expertise to help clients implement data-driven approaches that maximize operational...

  • Director of Client Services

    1 day ago

    San Jose, California, United States Tangerine Search Inc. Full time $200,000 - $250,000 per year

    About Our ClientOur client is a global technology services organization with a network of over 4,000 professionals across 130+ countries. They specialize in cloud architecture, engineering, and transformation — helping enterprises deliver, scale, and build internal capability while reducing third-party dependency.They partner with ambitious,...

  • Client Growth Executive

    3 days ago

    San Diego, California, United States Cox Enterprises Full time $68,300 - $102,500

    CompanyCox Communications, Inc Job Family GroupSales Job ProfileClient Growth Executive - CCI Management LevelIndividual Contributor Flexible Work Option Hybrid - Ability to work remotely part of the week Travel %Yes, 5% of the time Work ShiftDayCompensationCompensation includes a base salary of $68, $102, The salary rate may vary...

  • Project Executive

    1 day ago

    San Jose, California, United States Pop-Up Talent Full time $150,000 - $200,000 per year

    Project ExecutiveLocation:Office based in San Jose, CA- Full-timePay Range: $150K–200K/year (Exempt)ABOUT THE COMPANY:We are a leading Bay Area mechanical contractor specializing in large-scale HVAC and plumbing projects, with a strong reputation for quality, reliability, and client partnerships. The company is in a high-growth phase with a clear vision...

  • Merrill Associate Client Relationship Manager

    5 days ago

    San Diego, California, United States Bank of America Full time $90,000 - $105,000

    Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...

  • Project Executive

    5 days ago

    San Jose, California, United States GH Engage Full time $80,000 - $150,000 per year

    We are seeking a results-driven and strategic Project Executive to oversee large-scale mechanical construction projects. This role demands a dynamic leader with strong business acumen, excellent communication skills, and a passion for delivering quality work while fostering a culture of accountability and collaboration.The Project Executive will be...

  • Merrill Market Client Relationship Manager

    5 days ago

    San Diego, California, United States Bank of America Full time $115,000 - $160,000 per year

    Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...

  • Principal Relationship Manager, Commercial

    6 days ago

    San Jose, California, United States BMO Full time $122,400 - $228,000

    Application Deadline:12/04/2025Address:180 Montgomery St.Job Family Group:Commercial Sales & ServiceBMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the U.S. We are driven by a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives our...

  • Sales Project Executive

    5 days ago

    San Jose, California, United States EMCOR Full time $120,000 - $150,000 per year

    About Us:We offer complete, single-source facility solutions. Our offerings include commercial MEP solutions, sheet metal construction, preventive maintenance and service, building automation, energy management, and more.Job Summary:About Air SystemsAir Systems, a subsidiary of EMCOR Group, is a leader in HVAC, plumbing, sheet metal, high purity process...