Client Relationship Leader

CLA (CliftonLarsonAllen); Arlington (VA); Híbrido; USD 120.000 - 180.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Flexible PTO (designed to offer flexib

Up to 12 weeks paid parental leave

Paid Volunteer Time Off

Mental health coverage

Quarterly Wellness stipend

Fertility benefits

Complete list of benefits here

Descripción de la vacante

CLA is seeking a Client Relationship Leader for our CAAS practice in the Washington, D.C. area. You will expand existing client relationships and build your network to win new business while overseeing engagements and service delivery.

You will work closely with the Managing Principal and the Outsourcing Client Service Team to drive opportunities, develop strategic accounts, and maintain CRM-based activity and targets. A strong background in accounting and client service is essential.

Formación

• A minimum of 10 years of work experience in public accounting or Big Four audit leadership.
• Bachelor’s degree in accounting, finance, or related field.
• CPA preferred but not required.
• Client services orientation with relationship-building experience.
• Ability to gain confidence and respect of senior executives.

Responsabilidades

• Expand existing client relationships and build a network for new business.
• Work with the Managing Principal and Outsourcing Client Service Team to drive offerings.
• Recognize opportunities, solve problems, and close business at targeted accounts.
• Implement sales strategy for new prospects and attend networking events.
• Project manage engagements to meet client needs and maintain CRM activity.

Conocimientos

Relationship building

Business development

Client service orientation

Interpersonal skills

CRM proficiency

Educación

Bachelor's degree in accounting or related field

CPA preferred but not required

Herramientas

CRM systems

MS Office

Descripción del empleo

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. 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/Protected Veterans/Individuals with Disabilities

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.