CliftonLarsonAllen

Client Relationship Director

CliftonLarsonAllen$140K — $227K *
Legal & Accounting
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Minimum of 8 years of relevant work experience, ideally from a Big Four firm or in public accounting.
  • Bachelor's degree in accounting, finance, business, or related field required.
  • CPA certification preferred but not mandatory.
  • Strong client service orientation with a focus on relationship building.
  • Exceptional interpersonal skills to build confidence with senior executives.

Responsibilities

  • Maintain and expand existing client relationships.
  • Build a professional network, engaging key stakeholders like CFOs and Audit Managers.
  • Project manage client engagements to meet their needs.
  • Identify opportunities and solve problems to close business with targeted accounts.
  • Deliver exceptional client service and work towards increasing CAST revenue.
  • Track business development targets and activities using CRM software.
  • Represent CLA at industry networking events and public forums.

Benefits

  • Flexible PTO for better work-life balance.
  • Up to 12 weeks paid parental leave.
  • Paid Volunteer Time Off to encourage community involvement.
  • Mental health coverage to support overall well-being.
  • Fertility benefits to assist with family planning.
Full Job Description
About the role:

CLA is looking to hire a Client Relationship Director for our growing CAAS practice in New England. CAAS provides customized accounting support on an interim and project basis for our clients - public, private and nonprofits ranging from start-ups to Fortune 100 companies. We are looking for someone who has the drive of a business owner, entrepreneurial spirit, and the desire to make a difference for our clients.

As a Client Relationship Director, you will:
  • Maintain and expand existing client relationships.
  • Build your network to develop new relationships in the community (Big Four and regional Audit Partners, Senior Audit Managers, Chief Financial Officers, Controllers, and others)
  • Project manage ongoing engagements to meet client needs.
  • Recognize opportunities, problem solve and close business, especially at strategically targeted accounts.
  • Demonstrate exceptional client service and genuine interest in making a difference for our clients, while growing CAST revenue.
  • Maintain business development targets and sales activities in CRM.
  • Represent CLA at networking events and in public forums.
  • Maintain business development targets and sales activities in CRM.


What you will need:
  • A minimum of 8 years of work experience. Big Four Audit Manager or other public accounting as well as industry experience is preferred.
  • A bachelor's degree in accounting, finance, business, or related field required.
  • CPA certification is preferred but not required.
  • A client services delivery orientation, relationship building experience, and drive to participate in business development initiatives.
  • Exceptional interpersonal and the ability to gain the confidence and respect of senior executives and team members.


Our Perks:
  • Flexible PTO (designed to offer flexible time away for you!)
  • Up to 12 weeks paid parental leave
  • Paid Volunteer Time Off
  • Mental health coverage
  • Fertility benefits
  • Complete list of benefits here


Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.

The compensation range for this position in Massachusetts is: $140,000.00 - $227,000.00.

#LI-EG2, #LI-Hybrid

Wellness at CLA

To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.

To view a complete list of benefits, click here.

About CliftonLarsonAllen

CliftonLarsonAllen (CLA) is a professional services firm that provides audit, tax, and advisory services to clients in a variety of industries. The firm was formed in 2012 through the merger of Clifton Gunderson and LarsonAllen, and has since grown to become one of the largest accounting firms in the United States. CLA has over 6,000 employees and serves clients in all 50 states. The firm is committed to providing exceptional service to its clients and helping them achieve their goals.
Learn more about CliftonLarsonAllen
Size
6,000 employees
Industry
Founded
1960

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