CBH

Key Account Leader – Private Equity Services

CBH

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $257,300 - $350,000 per year

Job Level

Senior

About the role

  • Act as a strategic, trusted advisor and main point of contact for assigned Private Equity funds and portfolio companies
  • Build and maintain long-term, trusted relationships with C-suite executives, deal teams, and operating partners
  • Develop and execute value-added, client-facing activities
  • Understand client objectives and proactively identify opportunities for audit, tax, and advisory services
  • Develop and execute account plans aligned with client priorities
  • Drive cross-service collaboration (Audit, Tax, & Advisory) to deliver integrated solutions
  • Identify and pursue white space opportunities for service expansion across portfolio companies
  • Ensure seamless delivery of services by coordinating with engagement teams and subject matter experts
  • Monitor independence and compliance requirements to mitigate risk across multi-entity relationships
  • Track and report on account performance, pipeline, and revenue metrics
  • Represent Cherry Bekaert at industry events, conferences, and networking forums
  • Participate in client and prospect roadshows across markets

Requirements

  • Bachelor’s degree in Accounting, Finance, Business, or related field; CPA or MBA preferred
  • 10+ years in client-facing account management or client service or business development within professional services
  • Proven track record managing complex, multi-service relationships in Private Equity or financial services
  • Strong understanding of audit, tax, and advisory services for Private Equity funds and portfolio companies
  • Exceptional relationship-building, negotiation, and strategic planning skills
  • Ability to navigate independence rules and compliance frameworks
  • Proficiency in CRM tools, account management technology/tools, and data analytics for account planning
Benefits
  • Competitive compensation and total rewards package
  • Annual bonus
  • Medical, dental, and vision care
  • Disability and life insurance
  • Generous Paid Time Off
  • Retirement plans
  • Paid Care Leave
  • Programs dedicated to enhancing personal and work life and providing financial protection
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
account managementbusiness developmentaudit servicestax servicesadvisory servicesdata analyticscompliance frameworksrelationship managementstrategic planningnegotiation
Soft Skills
relationship-buildingstrategic advisorclient-facingcross-service collaborationproactive identificationcommunicationteam coordinationrisk mitigationperformance trackingnetworking
Certifications
CPAMBA