Full-Time

Associate Evangelist

alliantgroup

alliantgroup

1,001-5,000 employees

R&D tax credits and incentive consulting

No salary listed

Houston, TX, USA

In Person

Must reside in or be willing to relocate to Houston, Texas. Travel within the United States is required 30–40% of the time.

Bachelor's

Category
Customer Experience & Support (1)
Required Skills
CRM
Salesforce
Excel/Numbers/Sheets

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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.

alliantgroup provides tax and management consulting services to help small and mid-sized businesses identify and claim government tax credits, such as the Research and Development (R&D) Tax Credit. To do this, a multidisciplinary team of engineers, scientists, and tax attorneys uses proprietary AI tools to analyze a company's projects, document qualifying activities, and manage the entire filing process. Unlike many competitors, the firm employs former IRS commissioners and technical experts to provide audit defense and partners directly with CPA firms to offer specialized knowledge. The firm's goal is to ensure that smaller businesses have the same access to financial incentives as large corporations to help them reinvest in their growth and operations.

Company Size

1,001-5,000

Company Stage

N/A

Total Funding

N/A

Headquarters

Houston, Texas

Founded

2001

Get referred to alliantgroup

See people who can refer or advise you

Simplify Jobs

Simplify's Take

What believers are saying

  • The company expanded its BHM CPA Group partnership in February 2025.
  • alliant hosted Think Tank 2026 with 100 clients, signaling active demand.
  • Hiring Kristofer Low for AI Solutions in 2026 strengthens its AI push.

What critics are saying

  • alliantgroup sued ABGi USA in 2025 over alleged trade-secret theft.
  • A 2026 Defend Trade Secrets Act case against Onshore Technologies adds litigation drag.
  • Indeed’s 2.4 rating and repeated complaints about toxic management damage recruiting.

What makes alliantgroup unique

  • Former IRS leaders Danny Werfel and Mark Everson sit on alliant's advisory board.
  • alliant pairs tax credits with audit defense and CPA-firm partnerships.
  • Its alliantTech and AI offerings broaden the firm beyond R&D credits.

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Benefits

Health Insurance

401(k) Retirement Plan

PTO

company provided life insurance and disability

onsite gym and group fitness classes

paid covered parking

Daily allowance for onsite café and Starbucks

Growth & Insights and Company News

Headcount

6 month growth

-4%

1 year growth

-4%

2 year growth

-4%
PR Newswire
Jun 10th, 2025
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"I'm deeply proud to be joining alliant's Strategic Advisory Board and doing my part to grow what is already an impressive business. This is such a unique organization, but what attracted me was the steadfast commitment to American businesses and people." - Danny Werfel

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The gavel has finally been passed to a permanent speaker in the House of Representatives. Time will . [+] tell how much progress can be made on the backlog of important legislative actions including the Farm Bill Getty ImagesThe House of Representatives was without a Speaker for 21 days, and so there is now a significant backlog of legislative business left to be addressed.It is not yet clear how much can be accomplished given the atmosphere of intra- and inter-party conflict that still prevails. The Farm Bill is one of the many pieces of standard congressional business that has been on hold, but when the funding of the entire government needs to be at least extended, and when responses are required for multiple international conflicts, it seems likely that there could be delays.For decades the Farm Bill has been an omnibus package of laws about new and existing agriculture or nutrition programs (e.g. SNAP). If congress is not able to draft and pass a new Farm Bill before the end of the year, they may instead pass an extension of the current bill and deal with it in 2024

PR Newswire
Oct 4th, 2023
Alliantgroup Welcomes Former Irs Deputy Commissioner Of Small Business, Darren Guillot, To Its Strategic Advisory Board

"I am staunchly pro-SMB because the tax code exists to make U.S. businesses more competitive. I'm thrilled I can continue to educate them on not only what incentives they need to be claiming, but also how to claim them properly under the Service's standards," said Guillot. .

PR Newswire
Sep 15th, 2023
Alliantgroup Vice Chairman And Former Irs Commissioner, Mark Everson Statement On Today'S Irs Announcement On Erc

alliantgroup Vice Chairman and Former IRS Commissioner, Mark Everson Statement on Today's IRS Announcement on ERC: At alliantgroup we have helped thousands of taxpayers claim this important benefit. That said, we have also screened out thousands of potential claimants who don't qualify for the Employee Retention Credit. In too many instances other so-called experts have then stepped in and assisted them in securing monies from the government under the flimsiest of justifications. This dynamic is damaging the tax community. alliantgroup fully supports the moratorium on processing new claims announced by Commissioner Werfel.HOUSTON, Sept. 14, 2023 /PRNewswire-PRWeb/ -- alliantgroup Vice Chairman and Former IRS Commissioner, Mark Everson Statement on Today's IRS Announcement on ERC:At alliantgroup we have helped thousands of taxpayers claim this important benefit