Trinity Partners
VP, CRE
San Francisco, CA, USA · Vp
Sponsorship not specifiedDetected 28 days ago
Account ManagementBusiness DevelopmentNegotiationForecastingProcurementPerformance ManagementLeadershipCommunicationCollaborationTime ManagementMicrosoft Office
About the role
- Trinity is seeking an Account Client Relationship Executive (CRE ) to l ead strategy, growth, and key client relationships for one or more defined account(s).
- The CRE holds responsi bility for overall account health-including revenue, margin, and client satisfaction- achieving success through strong cross-functional partnership and effective orchestration across Trinity's business units.
- Shape the long-term account roadmap, identifying growth opportunities and ensuring alignment with client needs and Trinity's capabilities.
Responsibilities
- Defines and drives the long - term account strategy, balancing growth ambition, commercial priorities, and risk to deliver sustainable revenue and performance outcomes.
- Builds and advances senior ‑ level client relationships, operating as the client's primary advocate and strategic partner while influencing C ‑ suite stakeholders and navigating complex client organizations.
- In this role, the CRE drives account performance by partnering closely with business unit leaders to advance long-term strategic plans, support commercial opportunities, and coordinate cohesive execution across teams.
- Own the end - to - end account planning process, including revenue strategy, whitespace assessment, account objectives, forecasting, and risk mitigation.
- Build and maintain senior - level client relationships, serving as the client's primary advocate and voice within Trinity.
- Own the full commercial performance of assigned account(s), with responsibility for both revenue growth and profitability through strategic planning, opportunity development, and disciplined margin management.
- Drive cross collaboration by engaging leaders across business unit s, ensuring the right mix of generalists and SMEs are leveraged appropriately to execute the account's workstreams.
- Partner with delivery teams to ensure high quality execution, proactive issue management, and exceptional client satisfaction.
- Partner closely with the Account Network ( aNet ) Lead to align targets, margin expectations, commercial strategy, and long-term account priorities.
- Lead procurement-facing discussions, including pricing, scope of negotiation, and strategic deal shaping.
Requirements
- Highly collaborative team player with the ability to influence across functions.
- Education: Bachelor's degree required
- Other Skills:
- Ability to manage multiple priorities in a fast-paced, deadline-driven environment.
Nice to have
- Bachelor's degree required
- advanced degree preferred.
- Work Experience 15+ years of experience in client leadership, strategic account management, consulting, or professional services, ideally within life sciences or a related domain.
Skills
- Proven success in growing and scaling offerings within prioritized accounts.
- Deep knowledge of advanced consulting methodologies, tools, and technology-enabled solutions.
- Strong track record of business development, revenue growth and margin management experience.
- Experience leading cross - business unit or multidisciplinary teams, including generalists, SMEs, and technical specialists,
- Proven track record influencing C - suite executives and navigating complex client organizations,
- Exceptional analytical, communication (written and verbal), and interpersonal skills.
- Proficiency in Microsoft Word, PowerPoint, and Outlook.
- High attention to detail with strong organizational and time management skills.
- Continuously strengthens account leadership effectiveness by incorporating feedback and learning from outcomes.
Compensation
- Trinity's salary bands account for a wide range of factors that are considered in making compensation decisions including but not limited to skill sets and market demand for skills; level of experience and training; specific qualifications,
Benefits
- Monitor account performance, including pipeline, demand, and client health, escalating issues, and mobilizing resources when needed.
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