Strategic CAAS Client Relationship Leader

CliftonLarsonAllen LLP; Akron (OH); On-site; 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, CliftonLarsonAllen LLP, is hiring a Client Relationship Leader for our CAAS practice in Northeast Ohio. You will expand existing client relationships, build new connections, and drive the delivery of outsourced accounting services to public, private, and nonprofit clients.

You will collaborate with the Managing Principal and the Outsourcing Client Service Team to win business, manage engagements, and lead CRM-based activity, with a focus on strategic accounts and community networking.

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 as well as build your 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 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

Networking

Sales strategy

CRM

Project management

Education

Bachelor's degree in accounting/finance/business

Tools

CRM systems

Job description

CLA, CliftonLarsonAllen LLP, is hiring a Client Relationship Leader for our CAAS practice in Northeast Ohio. You will expand existing client relationships, build new connections, and drive the delivery of outsourced accounting services to public, private, and nonprofit clients.

You will collaborate with the Managing Principal and the Outsourcing Client Service Team to win business, manage engagements, and lead CRM-based activity, with a focus on strategic accounts and community networking.