Client Relationship Director jobs in United States
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CLA (CliftonLarsonAllen) ยท 1 week ago

Client Relationship Director

CLA (CliftonLarsonAllen) is a top 10 national professional services firm dedicated to creating opportunities for clients and communities. They are seeking a Client Relationship Leader for their CAAS practice in Southern California, responsible for expanding client relationships, driving business strategies, and managing ongoing client engagements.

AccountingConsultingOutsourcing
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Growth Opportunities

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

Qualification

Client relationship managementBusiness developmentPublic accounting experienceCPA certificationInterpersonal skills

Required

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
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

Preferred

CPA certification is preferred but not required

Benefits

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
Health, dental, vision, 401k and much more

Company

CLA (CliftonLarsonAllen)

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CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services.

Funding

Current Stage
Late Stage

Leadership Team

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Ray Price
Chief Financial Officer
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Todd A. Steiner
Outsourcing CFO
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Company data provided by crunchbase