CliftonLarsonAllen

Client Relationship Leader

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

Qualifications

  • Minimum 10 years of experience in public accounting and industry, including Big Four Audit Manager.
  • Bachelor's degree in accounting, finance, business, or related field.
  • CPA certification preferred but not mandatory.
  • Experience in client services delivery and business development initiatives.
  • Strong interpersonal skills to build relationships with senior executives and team members.

Responsibilities

  • Expand and develop existing and new client relationships in the community.
  • Collaborate with the Managing Principal and Outsourcing Client Service Team to enhance business offerings.
  • Identify opportunities, solve problems, and secure business in targeted accounts.
  • Implement effective sales strategies for new accounts and prepare client presentations.
  • Attend networking events to represent CLA and build the company's network.
  • Project manage ongoing client engagements to ensure satisfaction and effectiveness.
  • Maintain CRM with detailed business development targets and sales activities.

Benefits

  • Flexible Paid Time Off for work-life balance.
  • Up to 12 weeks of paid parental leave.
  • Paid Volunteer Time Off for community engagement.
  • Comprehensive mental health coverage.
  • Fertility benefits for family planning support.
Full Job Description
About the role:

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

Similar Jobs

More Jobs at CliftonLarsonAllen

More Legal & Accounting Jobs

Find similar Client Relationship Leader jobs: