CliftonLarsonAllen

Client Relationship Leader

CliftonLarsonAllen$90K — $130K *
Miami, FL 33186In-Person
Legal & Accounting
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 10+ years of experience including Big Four Audit Manager or equivalent public accounting and industry experience.
  • Bachelor's degree in accounting, finance, business, or related field.
  • CPA certification preferred but not mandatory.
  • Strong client service orientation with experience in relationship building.
  • Exceptional interpersonal skills with the ability to engage senior executives.

Responsibilities

  • Expand and nurture existing client relationships while building new community connections.
  • Collaborate with the Managing Principal and Client Service Team to enhance service offerings.
  • Identify opportunities and strategically close business at key accounts.
  • Develop and execute a sales strategy for new accounts, including client presentations.
  • Attend networking events to represent CLA and enhance brand visibility.
  • Manage ongoing engagements to ensure client satisfaction and needs are met.
  • Maintain records of business development targets and sales activities in CRM.

Benefits

  • Flexible PTO for improved work-life balance.
  • Up to 12 weeks of paid parental leave.
  • Paid Volunteer Time Off to encourage community engagement.
  • Mental health coverage to support emotional well-being.
  • Fertility benefits to assist with 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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