Client Relationship Leader

Posted Yesterday
Be an Early Applicant
West Hartford, CT
Senior level
Fintech
The Role
As a Client Relationship Leader, you will expand client relationships, implement sales strategies, manage ongoing engagements, and drive business development initiatives in the CAAS practice. Responsibilities include networking, preparing client presentations, and maintaining business development targets in CRM.
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 Connecticut. 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
  • Quarterly Wellness stipend
  • Fertility benefits
  • Complete list of benefits here

#LI-EG2 #LI-Hybrid

Equal Opportunity Employer /AA Employer/Minorities/Women/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.

The Company
Century City, California
6,732 Employees
On-site Workplace
Year Founded: 2012

What We Do

CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services. With more than 7,000 people, 120 U.S. locations and a global affiliation, we promise to know you and help you. For more information visit CLAconnect.com.

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