Client Relationship Leader

About the role

CLA is looking to hire a Client Relationship Leader for our growing CAAS practice in Southern California. 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.

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.

Requirements

• 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.

Qualifications

• Minimum of 10 years of work experience, including Big Four Audit Manager or other public accounting as well as industry experience.
• 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.

Skills

• Client services delivery orientation.
• Relationship building experience.
• Drive to participate in business development initiatives.
• Exceptional interpersonal skills.

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
• Fertility benefits

Pay

• The compensation range for this position in California is: $182,200 – $306,000

Schedule

• Not specified