Client Success - Senior Manager
CohnReznick

Job Description

As CohnReznick grows, so do our career opportunities. As one of the nation's top professional services firms, CohnReznick creates rewarding careers in advisory, assurance, and tax with team members who value innovation and collaboration in everything they do!

CohnReznick helps organizations optimize performance, manage risk, and maximize value through CohnReznick LLP (assurance services) and CohnReznick Advisory LLC (advisory and tax services). Together, the firm provides leaders with deep industry knowledge and relationships, solutions to address clients' unique business goals and risks, and insight on how emerging market forces can drive opportunity. With offices nationwide, the firm serves organizations around the world as an independent member of Nexia.

We currently have an exciting career opportunity for a Senior Manager to join the Client Success team in our Client Accounting Advisory practice.

CohnReznick is a hybrid firm and most of our professionals are located within a commutable distance to one of our offices. This position is considered remote which means it does not require job duties be performed within proximity of a CohnReznick office location. However, as a remote employee, you may be required to be present at a CohnReznick office with scheduled notice for client work, team meetings, or trainings.

YOUR TEAM.

The Client Accounting Advisory Team is a rapidly growing division of CohnReznick, where we partner with our clients to perform accounting, advisory and technology services. Our goal is to leverage the best staff, cutting edge technology, and efficient processes to exceed our clients' expectations. Our services include maintaining of books and records, financial statement close management reporting, assistance with state and local tax filings, virtual controller/CFO services, as well as accounting technology solution development.

WHY COHNREZNICK?

At CohnReznick, we're united by a common mission to create opportunity, value, and trust for our clients, our people, and our communities. Whether it's working alongside your peers to solve a client challenge, or volunteering together at the local food bank, there are so many ways to find your "why" at the firm.

We believe it's important to balance work with everyday life - and make time for enjoyment and fun. We invest in a robust Total Rewards package that includes everything from generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and even paid time off for employees to volunteer.

YOUR ROLE.

Responsibilities include but not limited to:

The Sales Operations & Client Experience Senior Manager supports the firm's growth and retention efforts by ensuring a seamless experience from initial prospect engagement through client onboarding and ongoing relationship management. This role works closely with sales, marketing, and client service teams to drive process consistency, pipeline visibility, and an exceptional client journey within a public accounting environment.

This position sits at the intersection of growth, operations, and client relationships, helping the firm efficiently win new business while delivering a consistent, high-quality client experience that supports long-term retention.

Sales Operations

• Support the end-to-end sales process, including lead intake, proposals, engagement letters, onboarding, and handoff to service teams
  • Maintain CRM accuracy and pipeline visibility; track activities, opportunities, and client data
  • Coordinate proposals, pricing inputs, and sales documentation
  • Prepare sales reports, dashboards, and performance metrics
  • Assist in standardizing sales workflows and improving tools and processes
  • Collaborate with marketing on lead management and campaign tracking

Client Experience

• Support a consistent, high-quality client onboarding and transition experience
  • Coordinate communication with client delivery teams
  • Track key client touchpoints, milestones, and feedback
  • Assist with client communications, surveys, and experience initiatives
  • Help ensure timely follow-up on service issues and client requests

Process & Collaboration

• Identify opportunities to improve sales and client experience processes
  • Support CRM, proposal tools, and client experience technology adoption
  • Assist with documentation and continuous improvement efforts
  • Partner with firm leadership and client service teams on growth initiatives

YOUR EXPERIENCE.

The successful candidate will have:

• Bachelor's degree in Business, Accounting, Marketing, Operations, or related field (or equivalent experience)
  
• 10 years of experience in sales operations, client experience, or professional services
  
• Strong organizational, communication, and multitasking skills
  
• High attention to detail and service-oriented mindset
  
• Proficiency in CRM systems and Microsoft Excel/PowerPoint (or Google Workspace)
  
• Experience in public accounting, consulting, or professional services
  
• Familiarity with proposal management and client lifecycle processes
  
• Comfort with reporting, dashboards, and process improvement initiatives
  

In addition, please take a moment to review our Universal Job Standards.

Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or one of our other roles.

"CohnReznick" is the brand name under which CohnReznick LLP and CohnReznick Advisory LLC and their respective subsidiaries provide professional services. CohnReznick LLP and CohnReznick Advisory LLC (and their respective subsidiaries) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. CohnReznick LLP is a licensed CPA firm that provides attest services to its clients. CohnReznick Advisory LLC provides tax and business consulting services to its clients. CohnReznick Advisory LLC and its subsidiaries are not licensed CPA firms.

CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team to drive business results and create a better future every day for our team members, clients, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For more information, please see Equal Employment Opportunity Posters.

If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at CRaccommodation@CohnReznick.com. Please note: This email address is reserved for individuals with disabilities in need of assistance and are not a means of inquiry about positions or application statuses.

CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that CohnReznick will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.

#LI-Remote

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