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VP, CRE
Trinity
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About this role
Position Summary
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) . 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. 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 .
Essential Responsibilities
• 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.
• Partner closely with the Account Network ( aNet ) Lead to align targets, margin expectations, commercial strategy, and long-term account priorities.
• 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 .
• Shape the long-term account roadmap, identifying growth opportunities and ensuring alignment with client needs and Trinity’s capabilities.
• Partner with delivery teams to ensure high quality execution, proactive issue management, and exceptional client satisfaction.
• Lead procurement-facing discussions, including pricing, scope of negotiation, and strategic deal shaping.
• Monitor account performance, including pipeline, demand, and client health, escalating issues, and mobilizing resources when needed.
Qualifications
Education: 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.
Other 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.
• Highly collaborative team player with the ability to influence across functions.
• Proficiency in Microsoft Word, PowerPoint, and Outlook.
• High attention to detail with strong organizational and time management skills.
• Ability to manage multiple priorities in a fast-paced, deadline-driven environment.
Functional Competencies
Account Strategy & Growth Leadership
Defines and drives the long - term account strategy, balancing growth ambition, commercial priorities, and risk to deliver sustainable revenue and performance outcomes.
Client Relationship & Executive Engagement
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.
Commercial & Revenue Management
Leads pricing, scope negotiation, and strategic deal shaping; exercises disciplined commercial judgment to grow revenue while protecting margin and long - term account health.
Cross ‑ Business unit Orchestration & Delivery Excellence
Orchestrates multidisciplinary delivery teams across Business unit s, ensuring the right mix of talent, aligned ways of working, proactive risk management, and consistently high - quality client outcomes.
Account Performance Management & Operational Health
Monitors account health—including pipeline, demand, client satisfaction, and margin—and mobilizes resources or escalates issues to sustain performance and long - term account viability.
Leadership Competency Mapping (what good looks like)
Emotional Intelligence / Growth Mindset
• Builds trust and credibility with senior clients and internal leaders by adapting presence, judgment, and engagement to complex, high ‑ stakes environments.
• Maintains composure and perspective amid commercial pressure and ambiguity, modeling resilience and thoughtful leadership.
• Continuously strengthens account leadership effectiveness by incorporating feedback and learning from outcomes.
Collaboration
• Operates as a true partner to the aNet Lead, aligning strategy, priorities, and trade ‑ offs to present a unified account leadership stance.
• Integrates diverse contributors across Business unit s into a cohesive, accountable account team.
• Navigates competing perspectives and priorities to sustain momentum toward shared client and business outcomes.
Strategic Thinking
• Shapes a clear, long - term account direction that aligns client needs, growth opportunities, and Trinity’s capabilities.
• Anticipates shifts in client context or risk and adjusts strategy to protect performance and unlock value.
• Connects near - term decisions to the broader account narrative, ensuring intentional progress over time.
Decision Making
• Exercises sound judgment on pricing, scope, resourcing, and prioritization to drive consistent account performa
Salary insight
The midpoint of this range ($295k) is about 48% above the median disclosed salary for San Francisco roles listed on ForgeApply ($200k across 8,773 jobs).
Based on live postings with disclosed pay on ForgeApply; refreshed daily. Not an estimate of this employer's offer.
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