Client Relationship Leader - Hybrid CAAS Outsourcing

CLA (CliftonLarsonAllen); Arlington (TX); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Flexible PTO (time away)

Up to 12 weeks paid parental leave

Paid Volunteer Time Off

Mental health coverage

Quarterly Wellness stipend

Fertility benefits

Complete list of benefits here

Job summary

CLA (CliftonLarsonAllen) in Arlington, TX is seeking a Client Relationship Leader for our CAAS practice to expand existing relationships and grow new ones in the community. You will work with the Managing Principal and Outsourcing Client Service Team to drive business, develop opportunities, and lead engagements with public and private clients.

This role emphasizes relationship building, strategic selling, and high-level communication with senior executives, with a hybrid work model and active

Qualifications

• 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.

Responsibilities

• Expand existing client relationships and develop new ones in the community.
• Work with Managing Principal and Outsourcing Client Service Team to drive business.
• Recognize opportunities, problem solve and close business at 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 building

Business development

Sales strategy

Engagement management

Education

Bachelor's degree in accounting/finance/business

Tools

CRM software

Accounting/CAAS tools

Job description

CLA (CliftonLarsonAllen) in Arlington, TX is seeking a Client Relationship Leader for our CAAS practice to expand existing relationships and grow new ones in the community. You will work with the Managing Principal and Outsourcing Client Service Team to drive business, develop opportunities, and lead engagements with public and private clients.

This role emphasizes relationship building, strategic selling, and high-level communication with senior executives, with a hybrid work model and active