Client Relationship Leader

CLA (CliftonLarsonAllen); Knoxville (TN); Hybrid; USD 120,000 - 160,000; 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

CLA is seeking a Client Relationship Leader to grow our CAAS practice in Tennessee, expanding existing client relationships and building a network to pursue new opportunities. You will collaborate with the Outsourcing Client Service Team to drive offerings and manage engagements.

The role requires a business owner mindset and strong relationship-building skills with executives. A bachelor's in accounting/finance is required; CPA is preferred but not required.

Qualifications

• A minimum of 10 years of work experience, including Big Four Audit Manager or other public accounting.
• 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 skills with the ability to gain the confidence and respect of senior executives and team members.

Responsibilities

• Expand existing client relationships and build a 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 targeted accounts.
• Implement a sales strategy for new account prospects, prepare client presentations, and attend networking events representing CLA.
• Effectively project manage ongoing engagements to meet client needs.
• Maintain business development targets and sales activities in CRM.

Skills

Relationship building

Business development

Networking

CRM experience

Project management

Sales strategy

Education

Bachelor’s degree in accounting/finance/business

CPA preferred

Tools

CRM software

MS 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:

CLA is looking to hire a Client Relationship Leader for our growing CAAS practice in Tennessee. 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
• Fertility benefits

#LI-EG2 #LI-Hybrid

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

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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.