Strategic CAAS Client Relationship Leader

CliftonLarsonAllen; Knoxville (TN); On-site; USD 125,000 - 180,000; Full time

Benefits offered by this job

Flexible PTO (designed to offer-flexi)

Up to 12 weeks paid parental leave

Paid Volunteer Time Off

Mental health coverage

Fertility benefits

Job summary

CliftonLarsonAllen (CLA) in Tennessee seeks a Client Relationship Leader for our CAAS practice. You will expand client relationships, identify opportunities, and drive service offerings with senior executives and regional teams.

You will manage engagements, develop new accounts, and participate in business development initiatives, leveraging your extensive audit/consulting background to create value for clients and CLA.

Qualifications

• Bachelor's degree in accounting, finance, business, or related field required.
• CPA certification preferred but not required.
• Client service delivery orientation and ability to build relationships.

Responsibilities

• Expand existing client relationships and 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 relationship management

Business development

Interpersonal communication

Networking

Education

Bachelor's degree in accounting, finance, business, or related field

CPA certification preferred

Job description

CliftonLarsonAllen (CLA) in Tennessee seeks a Client Relationship Leader for our CAAS practice. You will expand client relationships, identify opportunities, and drive service offerings with senior executives and regional teams.

You will manage engagements, develop new accounts, and participate in business development initiatives, leveraging your extensive audit/consulting background to create value for clients and CLA.