Strategic Client Relationship Leader, CAAS

CliftonLarsonAllen; Memphis (TN); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Flexible PTO

Parental leave (up to 12 weeks)

Volunteer Time Off

Mental health coverage

Fertility benefits

Job summary

CLA is seeking a Client Relationship Leader for our growing CAAS practice in Tennessee. You will expand existing client relationships, develop new connections in the community, and drive revenue growth with senior executives.

As part of the Outsourcing Client Service Team, you will project manage ongoing engagements, present to clients, and implement a sales strategy for targeted accounts while maintaining CRM targets.

Qualifications

• 10+ years of work experience in public accounting or related industry experience.
• Bachelor's degree in accounting, finance, business or related field required.
• CPA certification is preferred but not required.
• Client services delivery orientation and ability to develop business.
• Interpersonal skills to gain confidence of senior executives and team members.

Responsibilities

• Expand existing client relationships and develop new ones in the community.
• Collaborate with Managing Principal and Outsourcing Client Service Team to drive business.
• Identify opportunities, solve problems, and close business at targeted accounts.
• Implement a sales strategy for new prospects and present to clients at events.
• Project manage ongoing engagements to meet client needs and maintain CRM targets.

Skills

Client relationship management

Networking

CRM

Sales strategy

Education

Bachelor's degree in accounting/finance/business

Tools

CRM software

Job description

CLA is seeking a Client Relationship Leader for our growing CAAS practice in Tennessee. You will expand existing client relationships, develop new connections in the community, and drive revenue growth with senior executives.

As part of the Outsourcing Client Service Team, you will project manage ongoing engagements, present to clients, and implement a sales strategy for targeted accounts while maintaining CRM targets.