Client Relationship Leader, CAAS Growth & Partnerships

CLA (CliftonLarsonAllen); Nashville (TN); On-site; USD 130,000 - 190,000; 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 Tennessee. You will expand existing client relationships, develop new accounts, and work closely with the Managing Principal and Outsourcing Client Service Team to drive business and service offerings.

The ideal candidate has 10+ years in public accounting or related fields, a bachelor’s degree, and a client-services mindset. CPA is preferred but not required; strong interpersonal skills and the ability to engage with senior

Qualifications

• 10+ years of work experience in public accounting or related field
• Bachelor’s degree in accounting, finance, or business
• CPA preferred but not required
• Client services delivery orientation with relationship-building experience
• Ability to engage with senior executives and team members

Responsibilities

• Expand existing client relationships and build your network to develop new relationships in the community
• Collaborate with the Managing Principal and Outsourcing Client Service Team to drive business and service offerings
• Recognize opportunities, problem solve and close business 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 relationships

Business development

CRM

Project management

Interpersonal skills

Networking

Education

Bachelor's degree in accounting/finance/business

Tools

CRM software

Job description

CLA is seeking a Client Relationship Leader for our CAAS practice in Tennessee. You will expand existing client relationships, develop new accounts, and work closely with the Managing Principal and Outsourcing Client Service Team to drive business and service offerings.

The ideal candidate has 10+ years in public accounting or related fields, a bachelor’s degree, and a client-services mindset. CPA is preferred but not required; strong interpersonal skills and the ability to engage with senior