Client Relationship Leader

CliftonLarsonAllen; Minneapolis (MN); On-site; USD 155,000 - 265,000; Full time

Benefits offered by this job

Flexible PTO

Parental leave

Volunteer time off

Mental health coverage

Fertility benefits

Job summary

CLA in Minneapolis is seeking a Client Relationship Leader for our growing CAAS practice. You will expand existing client relationships, build your network, and work with the Managing Principal and Outsourcing Client Service Team to drive services and growth.

The role emphasizes business development, executive engagement, and a client-centric ownership mindset to strengthen our relationships and deliver high-impact accounting support for a diverse client base.

Qualifications

• 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 skills and the ability to gain the confidence and respect of senior executives and team members.

Responsibilities

• 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.

Skills

Relationship building

Business development

Interpersonal skills

Client services delivery

Education

Bachelor's degree in accounting/finance/business

Job description

Overview

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. We promise to know you and help you as part of a team of more than 8,500 people across 130 U.S. locations with a global reach.

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 Minneapolis. 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.

Responsibilities

• 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 skills 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 the position of pay within the range.

The compensation range for this position in Minnesota is: $155,000 - $265,000

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. Click here to learn about your hiring rights.

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.