Strategic Client Relationship Leader – CAAS Practice

CliftonLarsonAllen LLP; Nashville (TN); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Flexible PTO

12 weeks parental leave

Paid Volunteer Time Off

Mental health coverage

Fertility benefits

Job summary

CliftonLarsonAllen LLP (CLA) is seeking a Client Relationship Leader for our CAAS practice in Tennessee. The role focuses on expanding client relationships, building networks, and driving new business with senior executives.

You will work with the Managing Principal and Outsourcing Client Service Team to deliver services, identify opportunities, and close strategic accounts while maintaining CRM-based activity and targets.

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 relationship building

Business development

Sales strategy

Networking

Interpersonal skills

CRM management

Education

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

CPA certification

Tools

CRM

Job description

CliftonLarsonAllen LLP (CLA) is seeking a Client Relationship Leader for our CAAS practice in Tennessee. The role focuses on expanding client relationships, building networks, and driving new business with senior executives.

You will work with the Managing Principal and Outsourcing Client Service Team to deliver services, identify opportunities, and close strategic accounts while maintaining CRM-based activity and targets.