CliftonLarsonAllen

Client Relationship Leader

CliftonLarsonAllen • $110K — $130K *
Legal & Accounting
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 10+ years of relevant experience in public accounting and industry, preferably with Big Four Audit background.
  • Bachelor's degree in accounting, finance, business, or a related field.
  • CPA certification preferred, enhancing credibility in client matters.
  • Strong relationship-building skills and client service orientation.
  • Demonstrated success in business development initiatives and networking.

Responsibilities

  • Expand and nurture existing client relationships while establishing new connections.
  • Collaborate with leadership and service teams to enhance offerings and drive growth.
  • Identify business opportunities and close deals, focusing on strategic accounts.
  • Develop and execute a sales strategy for new prospects, including presentations and pitches.
  • Manage ongoing engagements effectively to ensure client satisfaction.
  • Track business development efforts and sales progress using CRM tools.

Benefits

  • Flexible PTO that allows for tailored time away.
  • Up to 12 weeks of paid parental leave to support family needs.
  • Paid Volunteer Time Off to encourage community service.
  • Comprehensive mental health coverage for overall well-being.
  • Fertility benefits to support personal health journeys.
Full Job Description
About the role:

CLA is looking to hire a Client Relationship Leader for our growing CAAS practice in Indianapolis. 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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