Client Relationship Director

CliftonLarsonAllen; Boston (MA); Hybrid; USD 140,000 - 227,000; Full time

Benefits offered by this job

Flexible PTO

Up to 12 weeks parental leave

Paid Volunteer Time Off

Mental health coverage

Fertility benefits

Wellness at CLA

Job summary

CliftonLarsonAllen in Massachusetts is seeking a Client Relationship Director for the CAAS practice in New England. You will maintain and expand client relationships, project manage engagements, and drive new business development with senior executives across public, private, and nonprofit clients.

Ideal candidates have 8+ years in public accounting or Big Four, CPA preferred, and a client-service orientation with proven interpersonal skills to gain trust at the highest levels.

Qualifications

• Minimum of 8 years of work experience in public accounting or Big Four audit with client service focus.
• CPA is preferred but not required; strong accounting and finance knowledge is essential.
• Experience building and expanding relationships with senior executives and key stakeholders.

Responsibilities

• Maintain and expand existing client relationships within CAAS practice.
• Build your network to develop new relationships in the New England community and target accounts.
• Project manage ongoing engagements to meet client needs and deliver value.
• Recognize opportunities, problem-solve, and close business.
• Demonstrate exceptional client service and drive revenue growth for CAST.
• Maintain business development targets and sales activities in CRM; represent CLA at events.

Skills

Client relationship management

Business development

Project management

Networking

Client service excellence

Education

Bachelor's degree in accounting/finance/business

Tools

CRM software

Job description

CLA is a top 10 national professional services firm wur 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 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.As a Client Relationship Director, you will: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 leavePaid Volunteer Time OffMental health coverageFertility benefitsComplete list of benefits ur 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.#LI-EG2, #LI-HybridEqual Opportunity Employer/Protected Veterans/Individuals with DisabilitiesWellness at CLATo 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.