CliftonLarsonAllen

Client Relationship Leader

CliftonLarsonAllen$90K — $120K *
Legal & Accounting
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Minimum 10 years of work experience in public accounting or industry, including Big Four Audit Manager role.
  • Bachelor's degree in accounting, finance, business or related field required.
  • CPA certification preferred but not mandatory.
  • Strong client services delivery orientation and relationship-building skills.
  • Exceptional interpersonal skills to engage with senior executives.

Responsibilities

  • Expand client relationships and develop new community connections.
  • Collaborate with the Managing Principal and Outsourcing Client Service Team to enhance business offerings.
  • Identify business opportunities, resolve client issues, and secure new accounts.
  • Develop and execute sales strategies for new prospects, including client presentations.
  • Manage ongoing engagements to fulfill client requirements.
  • Track business development targets and activities in CRM.

Benefits

  • Flexible PTO for personal time off.
  • Up to 12 weeks of paid parental leave.
  • Paid Volunteer Time Off to encourage community involvement.
  • Comprehensive mental health coverage.
  • Fertility assistance to support family planning.
Full Job Description
About the role:

CLA is looking to hire a Client Relationship Leader for our growing CAAS practice in Southwest Florida. 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 Leader, you will:
  • Expand existing client relationships as well as build your network to develop new relationships in the community.
  • Work closely with the Managing Principal and Outsourcing Client Service Team to drive business and service offerings.
  • Recognize opportunities, problem solve and close business, especially at strategically targeted accounts.
  • Implement a sales strategy for new account prospects, prepare client presentations, and attend local and regional networking events representing CLA.
  • Effectively project manage ongoing engagements to meet client needs.
  • Maintain business development targets and sales activities in CRM.


What you will need:
  • A minimum of 10 years of work experience, including Big Four Audit Manager or other public accounting as well as industry experience.
  • 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


#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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