Client Relationship Director

CliftonLarsonAllen; Cranston (RI); Hybrid; USD 140,000 - 227,000; Full time

Benefits offered by this job

Flexible PTO (designed to offer flexib

Up to 12 weeks paid parental leave

Paid Volunteer Time Off

Mental health coverage

Fertility benefits

Complete list of benefits here

Job summary

CliftonLarsonAllen (CLA) is hiring a Client Relationship Director for our CAAS practice in New England. You will maintain and expand client relationships, develop new business in the community, and manage ongoing engagements to meet client needs.

The ideal candidate has 8+ years of public accounting or industry experience, a bachelor’s degree in accounting/finance/business, and strong relationship-building skills. CPA is preferred but not required.

Qualifications

• 8+ years of work experience in public accounting or industry.
• Strong relationship-building and client service delivery orientation.
• Ability to participate in business development initiatives.
• Excellent interpersonal skills with senior executives and teams.
• Ability to manage and close engagements and opportunities.

Responsibilities

• Maintain and expand existing client relationships.
• Build your network to develop new relationships in the community (Big Four and regional partners, CFOs, controllers).
• Project manage ongoing engagements to meet client needs.
• Recognize opportunities and close business with targeted accounts.
• Represent CLA at networking events and public forums.
• Maintain business development targets and CRM activity.

Skills

Client relationship management

Business development

Networking

CRM experience

Project management

Communication skills

Education

Bachelor's degree in accounting/finance/business

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:

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 leave

• Paid Volunteer Time Off

• Mental health coverage

• Fertility benefits

• Complete list of benefits here

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.

#LI-EG2, #LI-Hybrid

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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.