alliantgroup
alliantgroup

59 Alliantgroup Jobs Hiring Near You

Senior Financial Analyst

Houston, TX · On-site

$81K - $101K/yr

As a Senior Financial Analyst, you will serve as a strategic partner to business leaders across the organization. This role sits at the intersection of deep financial analysis and business strategy ...

As an Associate , you will be working within our Research and Development (R&D) team alongside some of the best in the business including attorneys, accountants, engineers, and scientists to identify ...

Zerbe Miller Fingeret Frank & Jadav ("ZMF") is a boutique litigation firm representing businesses and individuals in complex civil and tax-related disputes. Our attorneys regularly appear before the ...

As a Business Development professional, you will work alongside Technical Directors to educate CPA firms and clients of the ability to claim valuable incentives that can bring additional value to ...

As a Relationship Director, you will lead proactive outreach to prospective clients including business owners, C-suite executives, and CPA firms that have not yet partnered with alliant. This role ...

As a Project Manager you will be working within our Energy Credits and Incentives, 179D and Investment Tax Credits (ITC) division to plan and execute projects associated with tax incentive deduction ...

As an Associate , you will be working within our Research and Development (R&D) team alongside some of the best in the business including attorneys, accountants, engineers, and scientists to identify ...

As an Associate - AI Evangelist , you will join a highly collaborative and elite group of professionals who are charged with engaging with C-level executives, industry leaders, and Associations to ...

As an Associate Evangelist , you will partner with the Chief Ambassador of the Raving Fanatic Experience to help shape, scale, and champion our client experience strategy. This is not an ...

As an Associate Evangelist , you will partner with the Chief Ambassador of the Raving Fanatic Experience to help shape, scale, and champion our client experience strategy. This is not an ...

The Senior Associate Consultant role is a key client-facing position focused on developing and delivering gold-standard solutions across multiple industries. In this role, you will hone your ...

Showing results 41-59

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Infographic showing various job openings at Alliantgroup in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 97% Physical, and 3% Remote job distribution.

Client Retention Associate

alliantgroup, LP

Houston, TX • On-site

Full-time

Medical, Dental, Life, Retirement, PTO

Re-posted 24 days ago


Job description

As a Client Retention Associate, you will gain a strong foundation in specific industries and tax, in addition to developing your critical thinking skills. You will also develop a strong understanding about our firm's mission and purpose, the professional services industry, our unique client-centric culture, and how we serve and engage our CPA partners, clients, and industry partners. You will participate in client engagement discussions and learn about a wide variety of industries, our various service lines, and business methodologies with the goal of managing current clients and re-engaging with inactive clients. You will develop service line-specific and industry-specific skills and work directly with C-level executives and CPA firms in various markets as part of a high-performance team.
As a national premier consulting firm, alliant is focused on providing solutions to help businesses transform and thrive. alliant offers six different service lines to our clients and this role manages and re-engages with clients for all service lines.
Responsibilities:
  • Account management of existing clients
  • Proactively reach out to inactive clients to rekindle relationships and encourage their return
  • Communicate our services and educate business owners and executives on the value we can bring to their organization in the form of credits and incentives as well as other services we provide
  • Schedule client meetings, conference calls and follow-up appointments with great attention to detail
  • Track outstanding proposals and follow-up with clients until proposal is signed
  • Maintain client relationship management (CRM) database

Qualifications:
  • Bachelor's degree required
  • Preferred 1+ year of experience in a fast-paced, consultative sales role
  • Results-oriented, competitive, and driven to achieve activity and revenue goals
  • Dynamic verbal communication, robust active listening, and excellent presentation and writing skills
  • High sense of urgency with the ability to meet deadlines and changing priorities
  • Collaborative and team focused
  • Receptiveness to performance feedback within a team environment is essential
  • Proficiency with Microsoft Office Suite and other relevant software applications
  • Candidate must reside or relocate to Houston, TX

alliant offers a comprehensive compensation and benefits package including 100% employer paid medical/dental premiums for single coverage, 401(k) matching, PTO, company provided life insurance and disability, onsite gym and group fitness classes, paid covered parking, and more!
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