Client Relationship Director
CLA (CliftonLarsonAllen)
full-time
Posted on:
Location Type: Hybrid
Location: Charlotte • North Carolina • United States
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Job Level
About the role
- 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.
Requirements
- 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.
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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
business developmentclient relationship managementproject managementsales activitiesCRM
Soft Skills
interpersonal skillsproblem solvingclient service orientationrelationship buildingdrive
Certifications
CPA certification