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Client Relationship Leader
CLA (CliftonLarsonAllen). Expand existing client relationships and build a network to develop new community relationships .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive experience in client relationship management and business development, with a strong focus on delivering client services and achieving sales targets. Proven ability to prepare presentations and manage projects effectively while building networks within the community.
Highest-signal resume keywords
10+ Years Work ExperienceBig Four Audit Manager ExperienceClient Services Delivery OrientationBusiness Development InitiativesExceptional Interpersonal Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Business DevelopmentClient Relationship ManagementSales Strategies ImplementationProject ManagementPresentation Preparation
Soft Skills
Relationship BuildingProblem SolvingInterpersonal SkillsConfidence BuildingNetworking
Tools & Technologies
CRM Software
Certifications & Qualifications
CPA Certification
Industry Keywords
Public AccountingBig FourClient EngagementsSales ActivitiesCommunity Relationships
About the role
Key responsibilities & impact- Expand existing client relationships and build a network to develop new community relationships
- 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 sales strategies for new account prospects
- Prepare client presentations
- Attend local and regional networking events representing CLA
- Project manage ongoing engagements to meet client needs
- Maintain business development targets and sales activities in CRM
Requirements
What you’ll need- 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
- Client services delivery orientation
- Relationship building experience
- Drive to participate in business development initiatives
- Exceptional interpersonal skills
- Ability to gain the confidence and respect of senior executives and team members
Benefits
Comp & 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
- Fertility benefits
- Health insurance
- Dental insurance
- Vision insurance
- 401k
- Comprehensive benefit options supporting physical, financial, social, and emotional well-being