Client Relationship Director jobs in United States
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CLA (CliftonLarsonAllen) ยท 17 hours ago

Client Relationship Director

CLA (CliftonLarsonAllen) is a top 10 national professional services firm dedicated to creating opportunities for clients, communities, and employees. They are seeking a Client Relationship Director to grow their CAAS practice nationally by maintaining and expanding client relationships, project managing engagements, and driving business development initiatives.

AccountingConsultingOutsourcing
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Growth Opportunities

Responsibilities

Maintain and expand existing client relationships
Build your network to develop new relationships in the community (Big Four and regional Audit Partners, Senior Audit Managers, Chief Financial Officers, Controllers, and others)
Project manage ongoing engagements to meet client needs
Recognize opportunities, problem solve and close business, especially at strategically targeted accounts
Demonstrate exceptional client service and genuine interest in making a difference for our clients, while growing CAST revenue
Maintain business development targets and sales activities in CRM
Represent CLA at networking events and in public forums
Maintain business development targets and sales activities in CRM

Qualification

Client relationship managementBusiness developmentPublic accounting experienceCPA certificationInterpersonal skills

Required

A minimum of 8 years of work 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

Big Four Audit Manager or other public accounting as well as industry experience is 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
Complete list of benefits here
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