Grant Thornton (US)
PE Client Relationship Executive
Grant Thornton (US), San Francisco, California, United States, 94199
Overview
Grant Thornton is seeking a Private Equity Client Relationship Executive (Director) to join the team in San Francisco, CA. PE CREs
sell Grant Thornton tax, audit and advisory services to clients and prospects in target markets, including Private Equity firms with $500M-20B in assets under management (AUM) and their portfolio companies. Primary buyers are C-Suite finance, accounting, risk and tax executives at the fund and portfolio company levels, as well as deal professionals on the investment team and operating partners. This role is relationship-oriented and focused on opening new doors and generating new business opportunities for Grant Thornton across all industries and service lines within their assigned PE accounts. Key success criteria are pipeline, sales and revenue, with collaboration across external and internal stakeholders. Responsibilities
Identify, qualify and pursue new sales opportunities at prospects and select existing client accounts. Build effective and collaborative relationships with key decision-makers within prospect organizations. Leverage existing C-Suite and Board relationships. Develop account plans to broaden client relationships and services by understanding client needs and identifying opportunities for Grant Thornton. Participate in sales presentations of Grant Thornton services and conduct face-to-face or virtual meetings with prospects. Work with Partners, Principals and Managing Directors to manage the pursuit process and serve as a key advisor to the pursuit team. Engage in industry organizations and informal networks to develop and sustain professional relationships. In partnership with marketing, execute events and outreach campaigns to identify targets and build the Grant Thornton brand. Collaborate with service line leaders to maximize cross-selling opportunities. Negotiate and participate in pricing strategy to remain competitive. Maintain CRM data on a daily basis to ensure up-to-date reporting, client information and sales activity/pipeline. Other duties as assigned. Qualifications
Bachelor’s degree in Business, Accounting, Finance or related field; MBA or advanced degree is a plus. 5+ years of business development or sponsor coverage experience selling professional services to private equity firms and/or their portfolio companies; ideal if in professional services. 5+ years of experience selling at the C-Suite level. Ability to leverage an existing network of Board of Directors, C-Suite Officers and private investors. Exceptional communication, presentation, and executive-presence skills. Strong project management capabilities and comfort with cross-functional teams. Proficiency with CRM platforms and Microsoft Office. Prior exposure to finance and accounting. The base salary range for this position in San Francisco, CA is between $197,800 and $296,700 per year. About Us
Grant Thornton believes in making business more personal and building trust into every result. We offer a career path with more opportunity, flexibility, and support. Grant Thornton delivers professional services through Grant Thornton LLP and Grant Thornton Advisors LLC. In 2025, Grant Thornton formed a multinational platform with Grant Thornton Ireland, delivering a premier Trans-Atlantic advisory and tax practice. The platform has revenues of $2.7 billion and more than 12,000 professionals across the U.S., Ireland, and other territories. We are part of the Grant Thornton International Limited network, with access to member firms in more than 150 markets. The Team
We offer flexible work options and hybrid work model; this position requires in-person attendance at least two days per week. We support work-life integration and personalized benefits for diverse identities and roles. We provide comprehensive benefits and encourage equal employment opportunities; reasonable accommodations are available upon request. For Los Angeles Applicants: we will consider qualified applicants including those with criminal histories, consistent with local laws. Next Steps
If you apply and are selected to interview, a Grant Thornton team member will reach out to schedule a time to connect. You can also explore other roles at www.gt.com/careers.
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Grant Thornton is seeking a Private Equity Client Relationship Executive (Director) to join the team in San Francisco, CA. PE CREs
sell Grant Thornton tax, audit and advisory services to clients and prospects in target markets, including Private Equity firms with $500M-20B in assets under management (AUM) and their portfolio companies. Primary buyers are C-Suite finance, accounting, risk and tax executives at the fund and portfolio company levels, as well as deal professionals on the investment team and operating partners. This role is relationship-oriented and focused on opening new doors and generating new business opportunities for Grant Thornton across all industries and service lines within their assigned PE accounts. Key success criteria are pipeline, sales and revenue, with collaboration across external and internal stakeholders. Responsibilities
Identify, qualify and pursue new sales opportunities at prospects and select existing client accounts. Build effective and collaborative relationships with key decision-makers within prospect organizations. Leverage existing C-Suite and Board relationships. Develop account plans to broaden client relationships and services by understanding client needs and identifying opportunities for Grant Thornton. Participate in sales presentations of Grant Thornton services and conduct face-to-face or virtual meetings with prospects. Work with Partners, Principals and Managing Directors to manage the pursuit process and serve as a key advisor to the pursuit team. Engage in industry organizations and informal networks to develop and sustain professional relationships. In partnership with marketing, execute events and outreach campaigns to identify targets and build the Grant Thornton brand. Collaborate with service line leaders to maximize cross-selling opportunities. Negotiate and participate in pricing strategy to remain competitive. Maintain CRM data on a daily basis to ensure up-to-date reporting, client information and sales activity/pipeline. Other duties as assigned. Qualifications
Bachelor’s degree in Business, Accounting, Finance or related field; MBA or advanced degree is a plus. 5+ years of business development or sponsor coverage experience selling professional services to private equity firms and/or their portfolio companies; ideal if in professional services. 5+ years of experience selling at the C-Suite level. Ability to leverage an existing network of Board of Directors, C-Suite Officers and private investors. Exceptional communication, presentation, and executive-presence skills. Strong project management capabilities and comfort with cross-functional teams. Proficiency with CRM platforms and Microsoft Office. Prior exposure to finance and accounting. The base salary range for this position in San Francisco, CA is between $197,800 and $296,700 per year. About Us
Grant Thornton believes in making business more personal and building trust into every result. We offer a career path with more opportunity, flexibility, and support. Grant Thornton delivers professional services through Grant Thornton LLP and Grant Thornton Advisors LLC. In 2025, Grant Thornton formed a multinational platform with Grant Thornton Ireland, delivering a premier Trans-Atlantic advisory and tax practice. The platform has revenues of $2.7 billion and more than 12,000 professionals across the U.S., Ireland, and other territories. We are part of the Grant Thornton International Limited network, with access to member firms in more than 150 markets. The Team
We offer flexible work options and hybrid work model; this position requires in-person attendance at least two days per week. We support work-life integration and personalized benefits for diverse identities and roles. We provide comprehensive benefits and encourage equal employment opportunities; reasonable accommodations are available upon request. For Los Angeles Applicants: we will consider qualified applicants including those with criminal histories, consistent with local laws. Next Steps
If you apply and are selected to interview, a Grant Thornton team member will reach out to schedule a time to connect. You can also explore other roles at www.gt.com/careers.
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