Client Retention Associate
Location: Houston, TX
As a national consulting firm focused on being the voice to the middle market, our mission is simple: Strengthening American businesses. How do we do this? We hire the brightest talent with the most diverse backgrounds who are obsessed and passionate about making a difference.
As a Client Relations Associate, you will ensure that all of our clients and CPAs are receiving exceptional client service throughout their engagement with our firm. You will manage and foster these relationships by acting as a key liaison both internally and externally. You will orchestrate strategic management of every project through collaboration with all departments at alliantgroup.
The Client Relations role is to ensure that all clients’ expectations are exceeded and firm wide profitability is increased through the act of making every client into a Raving Fan.
Responsibilities:
Create organic Raving Fans by delivering an A+ work product and an exceptional client
experience. Raving fans are generated through repeat business, client referrals to new business and written testimonials
Work closely with clients in multiple industries
Research relevant technical topics relating to our clients
Update and maintain project milestones and action items in Excel
Conduct client calls, draft and review client and CPA correspondence
Develop strategy on client deliverables and client experience using knowledge of tax code and
industry expertise
Learn and become proficient in application of Research & Development tax code to various client industries
Proactively drive solutions on any project issues by uncovering the root cause and developing an action plan through collaboration with various departments and executive management
Ability to clearly and concisely articulate complex strategy to C-level executives
Deadline driven, detail oriented, and expert in time management
Ability to work well in a fast paced, high performance environment through diligent prioritization and organization
Expectation of confidentiality in all business matters
Qualifications:
Bachelor’s degree required
1+ year in Project Management
2+ years in sales, account management or client service
Ability to resolve problems through critical thinking and diligent follow through
Exceptional verbal, written and interpersonal communication
Conducts self with the utmost professionalism and confidence
Self-starter and driven to produce positive results
Apply
Please tell us a little bit about yourself and the types of positions you are interested in. We will do our best to get back to you with some feedback asap.
