CliftonLarsonAllen

Client Relationship Director

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

Qualifications

  • Minimum of 8 years of work experience in a relevant field.
  • Preferred experience as a Big Four Audit Manager or in public accounting with industry background.
  • Bachelor's degree in accounting, finance, business, or a related field required.
  • Client services delivery orientation with a focus on building relationships.
  • Exceptional interpersonal skills to connect with senior executives and teams.

Responsibilities

  • Maintain and grow client relationships within the CAAS practice.
  • Develop a professional network, targeting key individuals such as Audit Partners and CFOs.
  • Project manage ongoing engagements to ensure client satisfaction.
  • Identify business opportunities and problem solve at targeted accounts.
  • Provide exceptional client service to drive CAST revenue growth.
  • Track business development targets and activities using CRM.
  • Represent CLA at networking events and public forums.

Benefits

  • Flexible PTO policy allowing for tailored time off.
  • Up to 12 weeks paid parental leave for new parents.
  • Dedicated Paid Volunteer Time Off to support community involvement.
  • Comprehensive mental health coverage available.
  • Fertility benefits to support 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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