Client Relationship Leader, CAAS – Growth & Partnerships

CLA (CliftonLarsonAllen); Knoxville (TN); Hybrid; USD 120,000 - 160,000; 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 to grow our CAAS practice in Tennessee, expanding existing client relationships and building a network to pursue new opportunities. You will collaborate with the Outsourcing Client Service Team to drive offerings and manage engagements.

The role requires a business owner mindset and strong relationship-building skills with executives. A bachelor's in accounting/finance is required; CPA is preferred but not required.

Qualifications

• A minimum of 10 years of work experience, including Big Four Audit Manager or other public accounting.
• A bachelor’s degree in accounting, finance, business, or related field.
• 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 skills with the ability to gain the confidence and respect of senior executives and team members.

Responsibilities

• Expand existing client relationships and build a 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 targeted accounts.
• Implement a sales strategy for new account prospects, prepare client presentations, and attend networking events representing CLA.
• Effectively project manage ongoing engagements to meet client needs.
• Maintain business development targets and sales activities in CRM.

Skills

Relationship building

Business development

Networking

CRM experience

Project management

Sales strategy

Education

Bachelor’s degree in accounting/finance/business

CPA preferred

Tools

CRM software

MS Excel

Job description

CLA is seeking a Client Relationship Leader to grow our CAAS practice in Tennessee, expanding existing client relationships and building a network to pursue new opportunities. You will collaborate with the Outsourcing Client Service Team to drive offerings and manage engagements.

The role requires a business owner mindset and strong relationship-building skills with executives. A bachelor's in accounting/finance is required; CPA is preferred but not required.