CBH

Key Account Coordinator

CBH

full-time

Posted on:

Location Type: Remote

Location: Illinois • North Carolina • United States

Visit company website

Explore more

✨ AI Apply
Apply

Tech Stack

Tableau

About the role

  • Support Private Equity Key Account Managers by coordinating internal account and pursuit meetings, capturing notes, documenting next steps, and tracking ownership and due dates to ensure follow-through
  • Maintain and distribute monthly dashboards that track key account activity, including meetings, proposals, wins and losses, and services delivered, providing visibility to Transaction Advisory Services and firm leadership
  • Coordinate across transaction services, valuation, tax, audit, and advisory teams to ensure information flows effectively and internal cross-service opportunities are identified and pursued
  • Manage CRM data integrity for priority private equity funds and portfolio companies, including contact hierarchies, pursuit records, pipeline stages, and relationship mapping
  • Develop, organize, and maintain client-ready private equity and M&A collateral, partnering with marketing to ensure materials are current, on brand, and aligned to transaction services priorities
  • Create and manage dashboards and reports that summarize pipeline, revenue, and relationship penetration at the fund and portfolio company levels, highlighting white-space and cross-sell opportunities
  • Support strategic client engagements and events by coordinating outreach, invitations, attendance tracking, and follow-up actions to ensure each engagement drives measurable commercial outcomes

Requirements

  • Bachelor’s degree in business, marketing, finance, or a related field
  • Four or more years of experience in business development coordination, sales administration, or project management within a professional services, financial services, or advisory environment
  • Prior experience with a Big Four or top 20 accounting or advisory firm is strongly preferred
  • Strong analytical skills, including advanced proficiency in Microsoft Excel and experience building dashboards and reports using tools such as Power BI or Tableau
  • Expert proficiency in Microsoft Office, particularly PowerPoint and Word, with the ability to produce polished, partner-ready materials
  • Experience working with CRM platforms such as Salesforce or Microsoft Dynamics, with a strong focus on data accuracy and reporting
  • Exceptional attention to detail, organization, and time management skills, with the ability to manage multiple stakeholders and deadlines simultaneously
  • Excellent written and verbal communication skills, with confidence interacting with partners and senior leaders
  • A proactive, commercially minded approach and strong interest in private equity and M&A, with the desire to become fluent in the deal lifecycle and the services PE clients value most.
Benefits
  • Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing
  • Annual bonus
  • Medical, dental, and vision care
  • Disability and life insurance
  • Generous Paid Time Off
  • Retirement plans
  • Paid Care Leave
  • Other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection
Applicant Tracking System Keywords

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

Hard Skills & Tools
business development coordinationsales administrationproject managementanalytical skillsMicrosoft Exceldashboard creationreport buildingMicrosoft OfficeCRM platformsdata accuracy
Soft Skills
attention to detailorganizationtime managementwritten communicationverbal communicationstakeholder managementproactive approachcommercial mindset