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CLA (CliftonLarsonAllen)

Client Relationship Director

Posted 17 Days Ago
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Charlotte, NC
Senior level
Charlotte, NC
Senior level
The Client Relationship Director manages and expands client relationships, drives business development, and represents CLA in the community to enhance revenue growth.
The summary above was generated by AI

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise 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.

About the role:

CLA is looking to hire a Client Relationship Director for our growing CAAS practice in Charlotte. 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.

As a Client Relationship Director, you will:

  • 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.

What you will need:

  • A minimum of 8 years of work experience. Big Four Audit Manager or other public accounting as well as industry experience is preferred.
  • 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.

Our Perks:

  • 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

#LI-EG2 #LI-Hybrid

Equal Opportunity Employer /AA Employer/Minorities/Women/Protected Veterans/Individuals with Disabilities.
 
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Wellness at CLA

To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.

To view a complete list of benefits click here.

Top Skills

Crm Software

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