Client Relationship Leader

CLA (CliftonLarsonAllen); Shelton (CT); Hybrid; USD 193,000 - 291,000; Full time

Benefits offered by this job

Flexible PTO (designed to offer flexib

Up to 12 weeks paid parental leave

Paid Volunteer Time Off

Mental health coverage

Fertility benefits

Job summary

CLA (CliftonLarsonAllen) is seeking a Client Relationship Leader for our CAAS practice in Connecticut. This role focuses on expanding and deepening client relationships, driving new business, and delivering value with senior executives.

You will collaborate with the Managing Principal and Outsourcing Client Service Team to win strategic accounts and manage engagements end-to-end. We value an entrepreneurial mindset and a track record in professional services, CPA preferred but not required.

Qualifications

• A minimum of 10 years of work experience in public accounting or related industries.
• A client services delivery orientation, relationship-building experience, and drive to participate in business development initiatives.
• CPA certification is preferred but not required.

Responsibilities

• Expand existing client relationships and build a network to develop new business in the community.
• Collaborate with the Managing Principal and Outsourcing Client Service Team to drive business opportunities.
• Recognize opportunities, solve problems, and close business at targeted accounts.
• Implement a sales strategy for new prospects, prepare client presentations, and attend local networking events.
• Effectively project manage ongoing engagements to meet client needs and maintain BD targets in CRM.
• Maintain business development targets and sales activities in CRM.

Skills

Client relationship

Business development

Networking

Executive communication

Education

Bachelor's degree in accounting/finance/business

Tools

CRM software

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 Connecticut. 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 Connecticut is: $193,000.00 – $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.