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Client Relationship Director

CliftonLarsonAllen
parental leave, flex time, 401(k)
United States, North Carolina, Charlotte
227 West Trade Street (Show on map)
Nov 13, 2024

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.

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.

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