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. CliftonLarsonAllen, LLP (CLA) is seeking an experienced and dynamic Digital Engagement Leader Associate. This role is responsible for supporting the client engagement experience for Digital consulting engagements. This role collaborates with clients to understand their strategic objectives, success measures, and desired outcomes, and ensures CLA’s digital solutions are aligned to achieve those outcomes. Serves as the primary point of contact and escalation, and facilitates cross‑functional internal and client teams to drive progress, resolve challenges, and maintain alignment throughout the engagement lifecycle. This role operates independently, applies sound judgment in moderately complex client environments, and plays an important role in strengthening long‑term client relationships and expanding value across services.
Essential Job Functions
Client Engagement & Leadership
Serve as the primary engagement leader for assigned Digital clients of moderate complexity.
Analyze client engagement needs and identify opportunities to achieve desired outcomes.
Facilitate clients through onboarding, delivery, and close‑out phases.
Monitor satisfaction, identify risks, and elevate issues proactively.
Coordination & Delivery Support
Coordinate cross‑functional teams and internal stakeholders.
Monitor milestones, evaluate delivery performance against objectives, and engagement progress using internal tools.
Responsible for scheduling, documentation, and meeting follow‑ups.
Ensure compliance with CLA’s quality, risk, and engagement standards.
Collaboration & Integration
Partner with CRLs and service lines to support integrated client solutions and engagement outcomes.
Build and maintain awareness of CLA offerings to guide clients to the right services.
Facilitate collaboration across teams to support seamless transitions and service delivery.
Influence alignment and accountability across internal and client teams.
Continuous Improvement
Utilize CRM and tracking tools to analyze engagement activity and monitor trends.
Identify opportunities to improve engagement models and tools.
Exercise professional judgement in applying established standard practices while adapting to client‑specific needs.
Share knowledge, practices and lessons learned to support the growth of Engagement Leader capabilities across the team.
Requirements
Experience 2 years of relevant experience required.
Education Bachelor's degree required.
A combination of relevant experience, education, and training may be accepted in lieu of a degree.
Certifications / Licenses None required.
Travel Requirements This position requires
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
CLA is an equal opportunity employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law.
If you require reasonable accommodation when completing an application, interviewing, completing any pre‑employment testing, or otherwise participating in the employee selection process, please contact mypeoplesolutions@claconnect.com
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.
Wellness at CLA Wellness is shaped by our promise to know you and help you. We create opportunities for our people to live well and be happy by focusing on their physical, financial, social, and emotional well‑being.
Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor. With nearly 9,000 people, more than 130 U.S. locations, and a global vision, we promise to know you and help you. For more information visit CLAconnect.com.
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Digital Engagement Leader Associate
CliftonLarsonAllen LLP · Milwaukee, WI, USA ·
- Pay:
- 90.000 - 120.000
- Job type:
- Full Time