Strategic Client Growth Leader, CAAS Services

CliftonLarsonAllen; Milwaukee (WI); On-site; USD 120,000 - 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 its CAAS practice in Milwaukee. You will expand existing client relationships and develop new ones while collaborating with the Managing Principal and Outsourcing Client Service Team to drive business and service offerings.

Minimum 10 years in public accounting (Big Four audit experience preferred) with a bachelor’s degree in accounting, finance, or business. CPA preferred but not required; strong interpersonal and networking skills are essential

Qualifications

• 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

Relationship building

Business development

CRM

Client communication

Networking

Sales strategy

Project management

Interpersonal skills

Education

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

Job description

CLA is seeking a Client Relationship Leader for its CAAS practice in Milwaukee. You will expand existing client relationships and develop new ones while collaborating with the Managing Principal and Outsourcing Client Service Team to drive business and service offerings.

Minimum 10 years in public accounting (Big Four audit experience preferred) with a bachelor’s degree in accounting, finance, or business. CPA preferred but not required; strong interpersonal and networking skills are essential