Client Retention Associate

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 clientsProactively reach out to inactive clients to rekindle relationships and encourage their returnCommunicate 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 provideSchedule client meetings, conference calls and follow-up appointments with great attention to detailTrack outstanding proposals and follow-up with clients until proposal is signedMaintain client relationship management (CRM) databaseQualifications:Bachelor's degree requiredPreferred 1+ year of experience in a fast-paced, consultative sales roleResults-oriented, competitive, and driven to achieve activity and revenue goalsDynamic verbal communication, robust active listening, and excellent presentation and writing skillsHigh sense of urgency with the ability to meet deadlines and changing prioritiesCollaborative and team focusedReceptiveness to performance feedback within a team environment is essentialProficiency with Microsoft Office Suite and other relevant software applicationsCandidate must reside or relocate to Houston, TXalliant 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, daily allowance for onsite café and Starbucks, and more!