Associate Director overseeing advancement and alumni services at Emory University. Managing donor engagement, project management, and team collaboration in a hybrid environment.
About the role
- Client Relationship Director managing client relationships and driving business development initiatives for CLA's CAAS practice across Southern California.
Responsibilities
- Expand existing client relationships as well as build your network to develop new relationships in the community.
- 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 a sales strategy for new account prospects, prepare client presentations, and attend local and regional networking events representing CLA.
- Effectively project manage ongoing engagements to meet client needs.
- Maintain business development targets and sales activities in CRM.
Requirements
- A minimum of 10 years of work experience
- Big Four Audit Manager or other public accounting experience
- Industry experience
- A bachelor’s degree in accounting, finance, business, or related field
- CPA certification is preferred but not required
- A 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
- 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
- Health insurance
- Dental insurance
- Vision insurance
- 401k and much more
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