Client Relationship Leader

CliftonLarsonAllen LLP; West Hartford (CT); Hybrid; USD 193,000 - 291,000; Full time

Benefits offered by this job

Flexible PTO

Paid parental leave (up to 12 weeks)

Paid Volunteer Time Off

Mental health coverage

Fertility benefits

Job summary

CliftonLarsonAllen LLP seeks a Client Relationship Leader for its CAAS practice in Connecticut. The role focuses on expanding client relationships, building a regional network, and driving business development initiatives in a collaborative, client-focused environment.

The ideal candidate has 10+ years in public accounting with Big Four experience, a bachelor’s degree in accounting/finance, and strong relationship-building skills. CPA is preferred.

Qualifications

• Minimum 10 years of work experience, including Big Four Audit Manager or other public accounting.
• Bachelor's degree in accounting, finance, business, or related field.
• CPA certification is preferred but not required.
• Client services delivery orientation, relationship-building experience, and drive to participate in business development initiatives.
• Ability to gain the confidence and respect of senior executives and team members.

Responsibilities

• Expand existing client relationships and 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

Client relationship management

Business development

Interpersonal skills

Education

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

CPA certification (preferred)

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.

• 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

The compensation range for this position in Connecticut is: $193,000.00 - $291,000.00.

#LI-EG2 #LI-Hybrid

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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.

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]

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.

Click here to learn more about CLA's benefit offerings.