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Valuation Manager, Client Relationships

L5

eton venture servicesColorado Springs, COtoday

Occupations

Financial and Investment AnalystsFinancial Quantitative AnalystsFinancial Specialists, All Other

Industries

Other Management Consulting ServicesOther Scientific and Technical Consulting ServicesPortfolio Management and Investment Advice
Company Description: Established in 2010, Eton Venture Services (Eton) delivers independent valuation and M&A advisory services through deep expertise, analytical rigor, and hands-on partnership. Our experienced team works directly with company founders, CFOs, and law firms to provide clear, defensible work product and guidance for each client’s unique situation. A large share of our work comes from referrals from our relationships with law firms, accounting firms, other business partners, and existing clients. Our US-based client team works alongside our valuation team on every engagement. Over the past five years our company has grown significantly, driven mostly by inbound requests, referrals, and introductions. We are adding a Valuation Manager, Client Relationships, to help us maintain client coverage and timely delivery across our wide range of valuation services. We are a small team, so this person reports to the Director of Valuation and also works directly with our CEO/founder and valuation leadership.
Role Description: This role combines client relationships with technical oversight. About 80% of the job is client interaction, and you will start with an established book rather than building one from scratch. After an initial period of orientation and shadowing our senior team members, you will take ownership of a portfolio of existing client relationships. We have strong inbound client demand, so there is no expectation that you immediately generate your own pipeline. If you bring existing relationships, of course we want you to keep growing them. Client relationships and business development:
  • Respond to inbound leads and referrals from law firms, accounting partners, and existing clients, and lead intake and scoping calls.
  • Own and deepen a portfolio of client relationships, expanding the range of services each client uses.
  • Keep response times fast so no inbound opportunity waits.
  • Help prepare proposals, presentations, and marketing materials for prospective clients.
  • Contribute to thought leadership such as articles, webinars, and case studies.
  • Track and report on pipeline activity and business development metrics.
  • Represent Eton at networking events, industry conferences, and trade shows, typically two to three trips a year. Engagement oversight:
  • Oversee a range of valuation engagements, including 409A, gift and estate, QSBS, ASC 718 and ASC 820, business enterprise and intangible asset valuations, and purchase price allocations.
  • Act as the senior point of contact between clients and our analyst team, and work with our project managers to keep clients updated as engagements progress.
  • Review valuation models, reports, and deliverables for accuracy, clarity, and compliance with applicable standards (e.g., ASC 805, ASC 350, ASC 718, ASC 820, IRC 409A).
  • Provide technical guidance to the analyst team.
  • Stay current on valuation methodologies, regulations, and industry trends.
Qualifications: We weigh how you work with clients and teammates as heavily as the resume: we want someone who understands valuation and enjoys working with clients. We work remotely, so you must be able to work independently and build relationships and rapport with teammates across the US, Europe, and Asia.
Must have:
  • 3+ years of valuation experience, covering tax valuations, US GAAP financial reporting valuations, or both.
  • Ability to review valuation models and reports and give technical guidance to analysts.
  • Experience at a Big Four firm, a large regional accounting firm, or an independent valuation firm.
  • Genuine enjoyment of client work, with a polished, clear, and concise communication style and strong discovery and rapport-building skills.
  • A self-starter who is thoughtful, deliberate, and outgoing, with an interest in building long-term relationships.
  • Experience with and interest in business technology.
  • Willingness to travel two to three times a year.
Nice to have:
  • A valuation or finance credential such as ABV, ASA, CFA, or CVA (CPA also welcome).
  • Experience working with law firms, or a legal background that has moved into valuation or accounting.
  • Experience with startups or private technology companies.
  • Experience working with private equity firms or their portfolio companies, such as portfolio valuations, purchase price allocations, or fund reporting under ASC 820.
  • Existing client relationships you would continue to develop.
Location: fully remote within the US. Austin, Dallas, Atlanta, Salt Lake City, and Miami are top priorities, but we welcome candidates elsewhere in the US.
Compensation and benefits: competitive salary commensurate with experience plus a tiered commission, with higher rates at higher sales levels. Commission is paid on new revenue and on growth within the book you inherit. Health benefits start on your first day, and you will be eligible for a bonus based on firm-wide performance and a 401(k) plan.
How to apply: please send your resume and a short note on your valuation experience and interest in the role to Rohini Pragasam at. Applications close December 15, 2026.Eton is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other characteristic protected by law.
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Level

SeniorL5

Location

Colorado Springs, CO

Occupation

Financial and Investment Analysts

Industry

Other Management Consulting Services

Posted

today

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