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Join to apply for theDirector, Client Relationshipsrole atCohen & Co3 days ago Be among the first 25 applicantsJoin to apply for theDirector, Client Relationshipsrole atCohen & CoGet AI-powered advice on this job and more exclusive features.Direct message the job poster from Cohen & CoSenior Talent Acquisition Specialist at Cohen & CompanyAre you passionate about overseeing client relationships, ensuring exceptional service delivery, educating on service offerings, and driving Firm growth? Cohen & Co is looking to expand our growth team with an experienced and results-driven Client Relationships leader who will act as a trusted advisor to our internal client Partners and Vertical Leaders, providing client insights and solutions that align with the Firms business objectives and growth strategies. The Director, Client Relationships role requires understanding client needs, coordinating with the Firms internal teams to drive client strategies, with the ultimate goal of making a difference for our clients paving a new path for enhanced client relationships.Establish strong, professional, and ongoing relationships with key stakeholders within assigned clients, understanding their needs, providing tailored strategies, and ensuring satisfaction within our servicesMonitor account performance and develop strategies for account growth and retentionDevelop a broad understanding of Cohen & Co''s capabilities to bring the best Cohen resources to address client growth and satisfaction opportunities alongside Vertical Leaders and PartnersIdentify opportunities to deliver additional value to current clients, creating and managing the business development strategy and executing programs that uncover new opportunitiesWork with the business development team to prepare proposals and presentations for existing clientsWork with the marketing team to strategize on account-based marketing campaignsPrepare regular reports on account performance and client satisfaction for internal stakeholders and clientsReport on client up-sell, cross-sell, down-sell, and churnAssist in regular margin and client continuance analysisAnalyze client data to provide insights and recommendations for improving service delivery and client satisfactionDevelop and execute the client success strategy aligned with company goals to maximize customer retention and expansionMaintain business development targets and sales activities in CRMRepresent Cohen & Co at networking events and in public forumsWho You AreBachelors degree in accounting, finance, business administration, or related fieldMinimum of 7 years of experience in client management, preferably within a CPA firm or financial services industryCPA certification preferredA client service delivery orientation and relationship building experienceExceptional interpersonal skills and the ability to gain the confidence and respect of leadership and clientsAbility to influence and partner with cross-functional teams in client pursuitsProven ability to manage multiple accounts and projects simultaneouslyProven track record of client retention and relationship buildingProficiency in CRM and accounting software and Microsoft Office SuiteSelf-motivated, with high energy and an engaging level of enthusiasmAbility to travel 10-20%Who We AreSure, we like numbers. (But well never treat you like one.)At Cohen & Co our foundational principles offer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, our clients and our people. In particular, we honor our foundational principle of great people first by:Championing the importance of diversity, equity and inclusion by embracing the unique stories, backgrounds, perspectives and ideas that come from our people; andOffering a comprehensive and competitive Total Rewards package, which allows each employee to use the benefits that best suits their needs. Our offerings go beyond standard options, including time off outside of your standard PTO to give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more!Learn More About Us!Discover our Passion, Purpose & ExpertiseExperienced Hire OpportunitiesLearn more about our firm''s culture and growth opportunities from our Executive Director of People & Culture!Estimated Salary Range: $181,905 - $251,922 *Salaries offered to candidates are determined based on factors such as candidate''s relevant skillset, experience, licensure, and certifications, as well as job responsibilities, geography, market considerations, and organizational needs. At Cohen & Co , we don''t stop at setting ourselves apart by offering competitive base compensation. As part of our ''great people first'' foundational principle, our firm offers a comprehensive and competitive Total Rewards package that allows each employee to design a package that best suits their needs and goes beyond standard options, including time off outside of your standard PTO to recharge and give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more!We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients .Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team;see policy here.Seniority levelSeniority level Mid-Senior levelEmployment typeEmployment type Full-timeJob functionJob function Business Development and SalesIndustries AccountingReferrals increase your chances of interviewing at Cohen & Co by 2xGet notified about new Director of Client Relations jobs inGreater Cleveland .Cuyahoga Falls, OH $70,000.00-$75,000.00 3 days agoCleveland, OH $130,000.00-$180,000.00 1 hour agoDirector of Business Development (Remote)Director of Operations University of Akron (Anticipated Opening)Akron, OH $80,000.00-$90,000.00 2 days agoCleveland, OH $180,000.00-$190,000.00 2 days agoDirector of Business Development- Food Management - Business & Industry (2280)Director of Business Development- Food Service - Healthcare & Hospitals (2334)Director Of Business Development - Food Management Sports & Leisure (2343)Director M&A Integration and Financial OperationsBusiness Development Director, Order to CashCleveland, OH $75,000.00-$100,000.00 2 months agoClient Relationship Manager / ParaplannerMerrill Market Client Relationship ManagerCleveland, OH $55,000.00-$85,000.00 4 weeks agoMarketing Project Manager, Development and Alumni CommunicationsWere unlocking community knowledge in a new way. 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