Client Relationship Leader

CliftonLarsonAllen LLP; Seattle (WA); Hybrid; USD 173,000 - 291,000; 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 for our CAAS practice in Seattle. You will expand existing client relationships and build new connections in the community, collaborating with the Managing Principal and Outsourcing Client Service Team to grow our business.

You will drive opportunities, design a sales strategy for targeted accounts, and manage ongoing engagements while meeting client needs. A minimum of 10 years in public accounting or Big Four oversight is expected, with a BA/BS in

Qualifications

• A minimum of 10 years of work experience, including Big Four Public Accounting or equivalent.
• Bachelor’s degree in accounting, finance, business, or related field required.
• CPA certification is preferred but not required.

Responsibilities

• Expand existing client relationships and build a network to develop new relationships.
• Work closely with the Managing Principal and Outsourcing Client Service Team to drive business.
• Recognize opportunities, solve problems, and close business at targeted accounts.
• Implement a sales strategy for new account prospects and attend events.
• Effectively project manage ongoing engagements to meet client needs.
• Maintain business development targets and CRM activity.

Skills

Relationship building

Networking

Business development

Sales strategy

Strategic account management

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 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 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 position of pay within the range. The compensation range for this position in Washington is: $173,000.00 – $291,000.00. #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. Start your inspired career When you join CLA, you’ll have the opportunity to design your own inspired career. Career growth is about having new experiences and lots of exposure to different roles that stretch your comfort zone, expand your skills, and shape you as a leader. It’s not so much about climbing a ladder or acquiring new titles — it’s the discovery of your strengths and the outer reaches of your true potential. At CLA, you have the freedom to explore many opportunities, including your choice of industry specialization, service capability, career path, and mobility. About CLA CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. With nearly 9,000 people, more than 130 U.S. locations, and a global vision, we promise to know you and help you. For more information visit CLAconnect.com. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor. Wellness at CLA Wellness is shaped by our promise to know you and help you. We create opportunities for our people to live well and be happy by focusing on their physical, financial, social, and emotional well‑being.

CLA is an equal opportunity employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

If you require reasonable accommodation when completing an application, interviewing, completing any pre‑employment testing, or otherwise participating in the employee selection process, please contact [e-mail]