CLA (CliftonLarsonAllen) is a U.S.-based professional services and certified public accounting firm serving organizations through audit, tax, consulting, outsourcing, digital solutions, and wealth advisory work. Operating as CliftonLarsonAllen LLP across more than 120 U.S. locations, the firm combines accounting expertise with broader business and investment advisory services, including offerings delivered through CliftonLarsonAllen Wealth Advisors, LLC. CLA is also part of the international CLA Global network.
Senior Client Relationship Leader, Accounting Services
Lead business development and client engagement for CLA’s accounting services in Northeast Ohio. The role combines relationship growth, engagement management, and community networking.
Description
- Grow existing client relationships and develop new connections in the community.
- Partner with the Managing Principal and Outsourcing Client Service Team to advance business and service offerings.
- Identify opportunities, solve problems, and secure new business, especially with strategic accounts.
- Put sales strategies into action for prospective new accounts.
- Create presentations for clients.
- Represent CLA at local and regional networking events.
- Manage ongoing engagements to meet client needs.
- Track business development goals and sales activity in the CRM.
Requirements
- At least 10 years of professional experience, including experience as a Big Four Audit Manager or in public accounting and industry.
- Bachelor’s degree in accounting, finance, business, or a related field.
- CPA certification preferred, but not required.
- Service-oriented approach to client delivery.
- Experience building client relationships.
- Motivation to contribute to business development.
- Strong interpersonal skills.
- Ability to earn the confidence and respect of senior executives and team members.
Benefits
- Flexible paid time off.
- Up to 12 weeks of paid parental leave.
- Paid time off for volunteering.
- Mental health coverage.
- Fertility benefits.
- Health insurance.
- Dental insurance.
- Vision insurance.
- 401(k) plan.
- A range of benefits supporting physical, financial, social, and emotional well-being.