Offshore Sales Shared Service Senior Associate

As CohnReznick grows, so do our career opportunities. As one of the world’s top professional services firms, and in support of our global workforce strategy, we’re growing our operations in the Philippines through our wholly owned affiliate, CohnReznick Philippines. We create rewarding careers in advisory, assurance, and tax with team members who value innovation and collaboration in everything they do!

We currently have an exciting career opportunity for a Senior Associate to join the CAS Sales Shared Services team in our Advisory practice – within our global operations.

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 hybrid which means team members are expected to be thoughtful and intentional in how they create opportunities for in-person collaboration. While the cadence of in-office presence is determined at the team level, our professionals are encouraged to be in the office/together in person on average 3 days a week

YOUR TEAM.

This position will support the CAS Sales organization by providing operational, administrative, and system support throughout the U.S. sales cycle. The Sales Shared Services team partners directly with Pursuit Leads and Client Service teams to ensure consistency, completeness, and efficiency in documentation, workflows, and CRM management.

This role plays a critical part in maintaining process discipline, supporting platform integrity, and enabling Pursuit Leads to focus on revenue generation and client relationships.

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:

• Support CAS Pursuit Leads throughout the full sales cycle by assisting with document creation, document review, facilitation, and ensuring completeness and accuracy.
• Coordinate and manage proposal documents, SOWs, MSAs, and related sales documentation.
• Maintain disciplined time management of sales processes, ensuring tasks and deliverables are completed within defined timelines.
• Monitor workflow progression and proactively follow up to ensure sales cycle momentum.
• Support CRM and system data hygiene, ensuring accuracy, completeness, and consistency of opportunity records.
• Assist with Microsoft Dynamics CRM management, including updating opportunity stages, maintaining documentation, and tracking required fields.
• Support document and platform management across sales tools and shared repositories (SharePoint and related systems).
• Maintain structured file organization and version control across engagement documentation.
• Assist in identifying process gaps and recommending improvements to enhance efficiency and reduce friction in the sales cycle.
• Collaborate cross-functionally with U.S.-based Sales, Operations, and Client Service teams.
• Maintain confidentiality and exercise sound judgment in handling sensitive client and firm information.
• Positively represent and actively promote the Firm.
• Proactively seek knowledge, new tasks, and additional responsibilities to improve team performance.

YOUR EXPERIENCE.

The successful candidate will have:

• Strong organizational and time management skills with exceptional attention to detail.
• Advanced Microsoft Office expertise across all applications, including SharePoint strong proficiency in PowerPoint and Word.
• Proficiency in Microsoft Dynamics CRM.
• Experience supporting structured sales processes or operational workflows.
• Ability to maintain disciplined process tracking in a deadline-driven environment.
• Ability to manage multiple priorities simultaneously while maintaining accuracy.
• A “business-first, emotions-second” mindset with professional judgment and discretion.
• Comfort working in a fast-paced, sometimes self-guided environment.
• Strong written and verbal communication skills.
• Ability to support U.S. business hours and U.S. holiday schedules.

Experience with the following software is a plus:

• DocuSign
• Converge
• FloQast
• Monday.com
• ProStaff
• CLM

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 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