Client Relationship Leader

Join to apply for the Client Relationship Leader role at CLA (Clifton Larson Allen )

CLA is a top 10 national professional services firm focused on helping clients, our people, and communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. CLA has more than 8,500 people, 130 U.S. locations, and a global reach, and aims to know you and help you.

CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.

CLA is looking to hire a Client Relationship Leader for our growing CAAS practice in Southwest Florida. CAAS provides customized accounting support on an interim and project basis for our clients – public, private and nonprofits ranging from start-ups to Fortune 100 companies. We are looking for someone who has the drive of a business owner, entrepreneurial spirit, and the desire to make a difference for our clients.

• 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.

• 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 skills and the ability to gain the confidence and respect of senior executives and team members.

• Flexible PTO (designed to offer flexible time away for you!)
• Up to 12 weeks paid parental leave
• Paid Volunteer Time Off
• Mental health coverage
• Quarterly Wellness stipend
• Fertility benefits
• Complete list of benefits here

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.  to learn about your hiring rights.

We focus on the physical, financial, social, and emotional well-being of our CLA family members and offer comprehensive benefit options that include health, dental, vision, 401k and more. To view a complete list of benefits .

• Mid-Senior level

• Full-time

• Other

• Accounting

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