Client Relationship Leader

Posted 4 Days Ago
Be an Early Applicant
3 Locations
Hybrid
Expert/Leader
Consulting
The Role
Develops and expands client relationships for a CAAS practice, builds community networks, identifies and closes new business, executes sales strategies, prepares client presentations, represents the firm at networking events, manages ongoing engagements, and tracks business development activity in CRM. The role requires strong client service, relationship-building, executive communication, and public accounting or industry experience.
Summary Generated by Built In

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.

CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.

About the role:

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


Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
 
Click here to learn about your hiring rights.


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.

Skills Required

  • Minimum 10 years of work experience, including Big Four Audit Manager or other public accounting and industry experience
  • Bachelor’s degree in accounting, finance, business, or a related field
  • CPA certification
  • Client services delivery orientation and relationship-building experience
  • Willingness to participate in business development initiatives
  • Exceptional interpersonal skills and ability to gain the confidence and respect of senior executives and team members

CLA (CliftonLarsonAllen) Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about CLA (CliftonLarsonAllen) and has not been reviewed or approved by CLA (CliftonLarsonAllen).

  • Wellbeing & Lifestyle Benefits Wellness resources are positioned as a differentiator, including a recurring wellness stipend and expanded mental-health support options. Flexible work arrangements such as work-from-home and flex time are also framed as meaningful non-cash rewards.
  • Parental & Family Support Family-building support is broad, including paid parental leave, adoption assistance, and fertility benefits. Additional programs like support for nursing parents who travel further strengthen the family benefits set.
  • Retirement Support Retirement benefits include a 401(k) match and profit sharing, with vesting time reportedly reduced in recent updates. This provides a clearer long-term value component beyond base pay.

CLA (CliftonLarsonAllen) Insights

Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Minneapolis, MN
6,600 Employees
Year Founded: 2012

What We Do

CLA is a professional services firm delivering integrated wealth advisory, outsourcing, audit, tax, and consulting services. Learn more about CLA.

Similar Jobs

Coursera + Udemy  Logo Coursera + Udemy

Fp&a Manager

Artificial Intelligence • Consumer Web • Edtech • Enterprise Web • HR Tech • Social Impact • Generative AI
Remote or Hybrid
United States
1500 Employees
111K-162K Annually

Citizens Logo Citizens

Wealth Advisor - Lansdale, PA

Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
In-Office or Remote
2 Locations
17000 Employees
105K-250K Annually

Sprout Social Logo Sprout Social

Lead GTM Financial Planning & Analysis Analyst

Marketing Tech • Social Media • Software • Analytics • Business Intelligence
Easy Apply
Remote or Hybrid
US
1400 Employees
114K-188K Annually

HiBob Logo HiBob

VP Payroll & Benefits (Services & Operations)

HR Tech • Information Technology • Professional Services • Sales • Software
Remote or Hybrid
US
1350 Employees
230K-290K Annually

Similar Companies Hiring

Teragonia Thumbnail
Artificial Intelligence • Big Data • Machine Learning • Software • Analytics • Business Intelligence • Consulting
Chicago, IL
50 Employees
Energy CX Thumbnail
Greentech • Professional Services • Business Intelligence • Consulting • Energy • Financial Services • Utilities
Chicago, IL
108 Employees
Northslope Thumbnail
Artificial Intelligence • Information Technology • Software • Analytics • Consulting • Generative AI
London, GB
100 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account