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 and 130 U.S. locations, we promise to know you and help you.
At CLA, we are dedicated to fostering a culture that values diverse beliefs and perspectives, ensuring that we truly understand and assist our clients, communities, and each other.
About the role:
We are seeking a dynamic Client Relationship Manager for our growing CAAS practice. CAAS provides customized accounting support on an interim and project basis for our clients—including public, private, and non-profit entities ranging from start-ups to Fortune 100 companies. If you possess an entrepreneurial spirit, a business owner’s drive, and a passion for making a difference, we want to hear from you!
As a Client Relationship Manager, you will:
- Expand and nurture existing client relationships while building a robust network to attract new connections in the community.
- Collaborate closely with the Managing Principal and our Outsourcing Client Service Team to enhance business and service offerings.
- Identify opportunities, tackle challenges, and close deals with strategically targeted accounts.
- Develop and execute a strategic sales approach for new accounts, create engaging client presentations, and represent CLA at local and regional networking events.
- Efficiently manage ongoing projects to meet and exceed client expectations.
- Track business development targets and sales activities within our CRM system.
What you will need:
- A minimum of 10 years of relevant work experience, including positions as a Big Four Audit Manager or similar roles in public accounting along with industry experience.
- A bachelor’s degree in accounting, finance, business, or a related field is required.
- CPA certification is preferred but not mandatory.
- A strong client service orientation, proven relationship-building capabilities, and enthusiasm for participating in business development initiatives.
- Exceptional interpersonal skills with the ability to earn the trust and respect of senior executives and colleagues.
Our Perks:
- Flexible PTO that allows you to take the time you need.
- Up to 12 weeks of paid parental leave.
- Paid Volunteer Time Off.
- Mental health coverage.
- Quarterly wellness stipend.
- Fertility benefits.
At CLA, we prioritize collaboration and career growth in our compensation approach. We offer competitive wages and view compensation as an investment in our people, with factors such as geography, experience, education, skills, and knowledge influencing pay levels. The compensation range for this position in California is: $182,200 - $306,000.
CLA is an Equal Opportunity Employer and is committed to hiring a diverse workforce. We encourage individuals from all backgrounds and experiences to apply.
Wellness at CLA
To support the well-being of our CLA family, we focus on their physical, financial, social, and emotional wellness, offering a comprehensive range of benefits including health, dental, vision, 401k, and much more.