Enterprise Manager, CPA Services

ALLIANT CYBERSECURITY; Houston, Northern (TX, KY); Hybrid; USD 120,000 - 150,000; Full time

Job summary

alliantgroup, LP is seeking an Enterprise Manager to build and maintain relationships with CPA firms across the US. You will coordinate delivery teams, present value propositions, negotiate pricing, and drive client development and retention from the Business Development department.

You will collaborate with the India service team to fulfill client needs and resolve delivery issues while promoting growth opportunities. Houston-based role with focus on enterprise services.

Qualifications

• Bachelor's degree in Business Management, Finance, or related field.
• 3+ years+ experience in key account management/sales in the accounting field.
• Strategic client-focused approach and problem-solving mindset.
• Strong organizational and project management skills.
• Strong communication, interpersonal and relationship-building skills.
• Proficiency in CRM software and Excel.

Responsibilities

• Act as the primary liaison for CPA firms’ Audit needs.
• Build strategic relationships with clients to identify opportunities for alliant services.
• Support the client journey through AI technology solutions, outsourcing capabilities, and managed services.
• Negotiate contracts and agreements to maximize profitability while maintaining SLAs.
• Address and resolve operational issues and client concerns promptly.
• Track KPIs, prepare sales reports, and provide insights to improve client experience and service delivery.
• Identify opportunities to expand offerings to existing clients and ensure long-term partnership.
• Coordinate with India service team to fulfill client needs.

Skills

Relationship-building

Communication

Project management

CRM software

Excel

Education

Bachelor's degree in Business Management/Finance or related field

Tools

CRM software

Microsoft Office

Job description

As an Enterprise Manager, CPA’ Services, you will build and maintain strong relationships with CPA firms across the US, gaining a deep understanding of their needs as they relate to the services provided by alliant Talent's India-based Client Accounting Services and Audit teams. You will serve as the primary point of contact for current and prospective CPA firm clients, presenting our value proposition, negotiating pricing and contracts, coordinating the deployment of delivery teams, resolving issues, and identifying opportunities for growth, client development, and retention. As a national premier consulting firm, alliant is focused on providing solutions to help businesses transform and thrive, while being their ongoing growth partner. This role is within our Business Development department, which supports all service lines across the organization.

Responsibilities

• Act as the primary liaison and serve as the main point of contact for CPA firms’ Audit needs
• Build strong, strategic relationships with clients to better understand their business needs as to recognize further opportunities for alliant to support the CPA Firms (for example, collaborating with Enterprise Sales to explore if there are any other Enterprise Services opportunities)
• Support the client journey through AI technology solutions, outsourcing capabilities, and managed services
• Negotiate contracts and agreements to maximize profitability while maintaining service level standards
• Quickly address and resolve operational issues, employees’ concerns, and other challenges that arise for the CPA Firms
• Track key performance metrics, prepare sales reports, and provide insights to improve the overall client experience and alliant Talent delivery of services
• Identify opportunities to expand business offerings to existing clients, ensuring their long‑term satisfaction and continued partnership
• Work closely with India service team to fulfill client needs and resolve any service delivery issues

Qualifications

• Bachelor's degree in Business Management, Finance, or related field required
• Preferred 3 years+ experience in key account management/sales in the accounting field
• Strategic client‑focused approach and ability to understand business needs; problem‑solving mindset is key
• Strong organizational and project management skills to handle multiple clients and tasks
• Strong communication, interpersonal and relationship‑building skills
• Ability to diffuse escalated situations with clients, maintaining a professional and calm demeanor
• Proficiency in Microsoft Office Suite (especially strong Excel skills) and CRM software applications
• High sense of urgency with the ability to meet deadlines and adapt to changing priorities
• Receptiveness to performance feedback within a team environment is essential
• 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 for certain options, 401(k) matching, PTO, company provided life insurance and disability, onsite gym and group exercise classes, paid covered parking, and more!

alliantgroup, LP is currently experiencing explosive growth! As a national consulting firm focused on being the voice to the middle market, our mission is simple: Strengthening US businesses. How do we do this? We hire the brightest talent with the most diverse backgrounds who do work that matters. alliantgroup has been helping American businesses overcome the challenges of today to prepare them for the future. Our most sought after service has been helping companies identify and leverage the largest federal and state incentives available including ERC, R&D, and 179D. Our industry experts and four former IRS commissioners help our clients claim what they deserve. Learn more about how the R&D tax credit started and how you can do work that matters!