Client Relationship Leader, CAAS Accounting Services

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 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