CLA (CliftonLarsonAllen) Logo

CLA (CliftonLarsonAllen)

Client Relationship Director

Posted 3 Days Ago
Be an Early Applicant
In-Office
3 Locations
Senior level
In-Office
3 Locations
Senior level
The Client Relationship Director will maintain and expand client relationships, manage engagements, and drive business development initiatives while providing exceptional client service.
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 North Carolina. 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/Protected Veterans/Individuals with Disabilities
 
Click here to learn about your hiring rights.

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.

Similar Jobs

18 Days Ago
Hybrid
Cherryville, NC, USA
132K-219K Annually
Expert/Leader
132K-219K Annually
Expert/Leader
Automotive • Cloud • Greentech • Information Technology • Other • Software • Cybersecurity
The Director leads the strategic development and operational execution of a service provider network, focusing on innovation, vendor management, and customer satisfaction. Responsibilities include defining vision, performance management, and fostering partnerships across internal teams and vendors.
18 Days Ago
Remote or Hybrid
NC, USA
132K-219K Annually
Senior level
132K-219K Annually
Senior level
Automotive • Cloud • Greentech • Information Technology • Other • Software • Cybersecurity
The Director of Client Relationship Management leads operational execution of the Service Provider Network, focusing on scaling operations and maintaining vendor relationships.
Top Skills: Data-Driven AnalyticsPerformance Management Frameworks
2 Hours Ago
Hybrid
3 Locations
340K-500K Annually
Expert/Leader
340K-500K Annually
Expert/Leader
Fintech • Financial Services
Lead the Payment Product Management function at Wells Fargo, overseeing strategy, innovation, and delivery of payment products across client segments. Collaborate with stakeholders and drive product development.
Top Skills: Data AnalyticsLiquidity ManagementPaymentsTreasury Services

What you need to know about the Charlotte Tech Scene

Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.

Key Facts About Charlotte Tech

  • Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
  • Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
  • Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
  • Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
  • Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account