Client Relationship Leader - CAAS Growth & Strategy

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 (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.