Key Account Coordinator

CBH

Private Equity Key Account Coordinator enhancing client relationships by supporting account managers and ensuring service consistency. Collaborating across teams to drive growth at Cherry Bekaert.

Posted 4/15/2026full-timeRemote • Illinois, North Carolina, Texas • 🇺🇸 United StatesMid-LevelSeniorWebsite

Tech Stack

Tools & technologies

Tableau

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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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