Client Relationship Director

CliftonLarsonAllen LLP; Boston (MA); On-site; USD 140,000 - 227,000; Full time

Benefits offered by this job

Flexible PTO

Up to 12 weeks paid parental leave

Paid Volunteer Time Off

Mental health coverage

Fertility benefits

Job summary

CliftonLarsonAllen LLP is hiring a Client Relationship Director for our growing CAAS practice in New England, based in Massachusetts. You will maintain and expand key client relationships, drive new business opportunities, and lead project engagements to meet client needs in a fast-paced professional services environment.

You will leverage your 8+ years of public accounting experience, Big Four background, and relationship-building skills to partner with senior executives and drive CAST revenue,

Qualifications

• A minimum of 8 years of work experience.
• Big Four Audit Manager or other public accounting experience preferred.
• A bachelor’s degree in accounting, finance, business, or related field.
• 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.

Responsibilities

• Maintain and expand existing client relationships.
• Build your network to develop new relationships in the community (Big Four and regional Audit Partners, Senior Audit Managers, CFOs, Controllers, and others).
• Project manage ongoing engagements to meet client needs.
• Recognize opportunities, problem solve and close business, especially at strategically targeted accounts.
• Demonstrate exceptional client service and genuine interest in making a difference for our clients, while growing CAST revenue.
• Maintain business development targets and sales activities in CRM.
• Represent CLA at networking events and in public forums.

Skills

Client relationship building

Business development

Interpersonal skills

Executive engagement

Education

Bachelor's degree in accounting/finance/business

CPA certification (preferred)

Tools

CRM software

Microsoft Excel

Job description

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:

We are looking to hire a Client Relationship Director for our growing CAAS practice in New England.

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.

• Maintain and expand existing client relationships.
• Build your network to develop new relationships in the community (Big Four and regional Audit Partners, Senior Audit Managers, Chief Financial Officers, Controllers, and others).
• Project manage ongoing engagements to meet client needs.
• Recognize opportunities, problem solve and close business, especially at strategically targeted accounts.
• Demonstrate exceptional client service and genuine interest in making a difference for our clients, while growing CAST revenue.
• Maintain business development targets and sales activities in CRM.
• Represent CLA at networking events and in public forums.
• Maintain business development targets and sales activities in CRM.

What you will need:

• A minimum of 8 years of work experience.
• Big Four Audit Manager or other public accounting as well as industry experience is preferred.
• 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

Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.

The compensation range for this position in Massachusetts is: $140,000.00 – $227,000.00.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

CLA is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law.

If you require reasonable accommodation when completing an application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please contact [e-mail]

Start your inspired career. When you join CLA, you’ll have the opportunity to design your own inspired career. Career growth is about having new experiences and lots of exposure to different roles that stretch your comfort zone, expand your skills, and shape you as a leader. It’s not so much about climbing a ladder or acquiring new titles — it’s the discovery of your strengths and the outer reaches of your true potential. At CLA, you have the freedom to explore many opportunities, including your choice of industry specialization, service capability, career path, and mobility.

About CLA. CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. With nearly 9,000 people, more than 130 U.S. locations, and a global reach, we promise to know you and help you. For more information visit CLAconnect.com.

Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

Wellness at CLA. Wellness is shaped by our promise to know you and help you. We create opportunities for our people to live well and be happy by focusing on their physical, financial, social, and emotional well-being.