Client Relationship Leader

CliftonLarsonAllen Wealth Advisors, LLC; Seattle (WA); Híbrido; USD 173.000 - 291.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Flexible PTO

Paid parental leave

Volunteer time off

Mental health coverage

Fertility benefits

Descripción de la vacante

CliftonLarsonAllen Wealth Advisors, LLC in Seattle is seeking a Client Relationship Leader to expand CAAS engagements with public, private, and nonprofit clients. You will lead strategic relationships, collaborate with the Outsourcing Client Service Team, and drive service offerings across the practice.

The role requires a business owner mindset, 10+ years of experience, a bachelor's in accounting/finance/business, and the ability to win new business while delivering high-quality client service.

Formación

• Bachelor's degree in accounting, finance, business, or related field 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.

Responsabilidades

• Expand existing client relationships and 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.

Conocimientos

Relationship building

Business development

Client services delivery

Interpersonal skills

Educación

Bachelor's degree in accounting/finance/business

Descripción del empleo

## Client Relationship LeaderApply: Seattle, WA: Bellevue, WA: Full time: Posted Yesterday: R18146CLA 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 Seattle. 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 benefitsOur 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 Washington is: $173,000.00 – $291,000.00.