Client Retention Associate

Alliantgroup; Houston (TX); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Medical Insurance (single)

Dental Insurance

401(k) matching

PTO

Life Insurance

Disability Insurance

Onsite Gym

Group Fitness Classes

Paid Parking

Job summary

alliantgroup seeks a Client Retention Associate in Houston, TX to manage relationships with existing clients and re-engage inactive accounts. You will engage with business owners and executives, present our value through credits, incentives, and other services, and coordinate meetings and follow-ups with precision.

The role emphasizes strong communication, proactive outreach, and collaboration within a high-performance team while enabling growth across service lines and industries.

Qualifications

• Bachelor's degree required.
• 1+ year of experience in fast-paced, consultative sales or similar.
• Results-oriented with activity and revenue goals.
• Strong verbal communication, listening, and presentation skills.
• Ability to meet deadlines and adapt to changing priorities.
• Collaborative team player with receptiveness to feedback.
• Proficiency with Microsoft Office Suite and CRM tools.
• Candidate must reside or relocate to Houston, TX.

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 (credits, incentives, and other services).
• Schedule client meetings, calls and follow-ups with attention to detail.
• Track outstanding proposals and follow up until signed.
• Maintain client relationship management (CRM) database.

Skills

Verbal communication

Presentation skills

Written communication

Time management

Team player

Relocation to Houston

Education

Bachelor’s degree

Tools

CRM software

Microsoft Office

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!