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alliantgroup

R&D tax credits and incentive consulting

Associate Evangelist

Customer SuccessConfirmed live in the last 24 hours
Full-timeHouston, TX, USA

About the Job

Requirements

  • A bachelor's degree is required.
  • Preferred experience includes 4 or more years in professional business development, client relationship management, account management, hospitality, or another customer-facing professional role.
  • Demonstrated success building and maintaining executive-level relationships, including relationships within the C-suite.
  • Experience using Salesforce or similar customer relationship management platforms is desirable.
  • Experience in a professional services, highly complex consulting, or executive search environment is highly preferred.
  • Strong written and verbal communication skills are required.
  • The candidate must demonstrate empathy, emotional intelligence, and the ability to create trust through meaningful conversations.
  • The candidate must be skilled at asking thoughtful questions that uncover client needs, concerns, and opportunities.
  • The candidate must be able to influence and build partnerships across departments to drive positive client outcomes.
  • Proficiency in Microsoft Office Suite, particularly Microsoft Excel, is required.
  • The candidate must be able to manage changing priorities with a high sense of urgency.
  • The candidate must be available to travel 30–40% within the United States.
  • The candidate must reside in or be willing to relocate to Houston, Texas.

Responsibilities

  • Build and maintain networks of clients through authentic relationships that create trust, loyalty, and advocacy.
  • Champion the execution of alliant's Raving Fan Mission at every client touchpoint.
  • Serve as a trusted resource and sounding board for clients by listening carefully, understanding concerns, coordinating solutions proactively, and ensuring positive outcomes.
  • Build relationships by engaging clients directly over the phone and through authentic conversations.
  • Participate in and eventually lead face-to-face client interactions, feedback sessions, and relationship-building activities.
  • Represent the client's voice by gathering feedback, identifying trends, and advocating for client needs across the organization.
  • Conduct client feedback conversations and translate insights into actionable recommendations that improve the client experience.
  • Partner with internal teams to ensure client concerns, opportunities, and feedback are heard, understood, and acted upon.
  • Act as a concierge and trusted relationship partner, helping clients navigate the alliant experience and connecting them with appropriate resources.
  • Co-own and manage strategic client relationships while partnering with leadership to deliver a consistent client experience.
  • Identify opportunities to strengthen client loyalty, increase retention, foster long-term partnerships, and generate referral business.
  • Identify and cultivate raving fans by strengthening relationships, celebrating client successes, and creating opportunities for referrals, testimonials, and long-term advocacy.

Desired Qualifications

  • Experience using Salesforce or a similar customer relationship management platform.
  • Experience in a professional services environment, highly complex consulting environment, or executive search firm is highly preferred.
  • A flexible, collaborative, competitive, and highly professional approach, with initiative to build lasting client relationships that drive business impact.
  • Enjoyment of meeting new people and building authentic relationships across varied personalities and industries.
  • Enthusiasm for creating exceptional experiences and serving as an advocate for clients and the organization.
  • Receptiveness to feedback and commitment to continuous professional growth.

About the Company

alliantgroup

R&D tax credits and incentive consulting

alliantgroup helps U.S. businesses identify and claim federal and state tax credits and incentives, with a core focus on the R&D Tax Credit, providing end-to-end services including audit defense and working alongside CPA firms. A multidisciplinary team uses human expertise and the proprietary AI platform, alliant AI, to identify qualifying activities, gather documentation, compute credits, and manage the claim process across various industries. The firm differentiates itself through its broad, partner-based model, combining tax professionals, engineers, software developers, and scientists, plus divisions like alliantDigital, alliantTalent, alliantConsulting, and alliantTech to deliver integrated services. Its goal is to help small- and mid-sized businesses grow by maximizing eligible incentives and reinvesting those benefits into operations and innovation.

Company size
1,001-5,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Houston, TX
Founded
2001

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