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alliantgroup

R&D tax credits and incentive consulting

Business Development Associate

Sales OperationsConfirmed live in the last 24 hours
Full-timeHouston, TX, USA

About the Job

Requirements

  • A bachelor's degree in Business Administration, Marketing, Economics, or a related field is required.
  • At least 3 years of professional experience in business development, sales support, account management, marketing, or another client-facing role.
  • Proficiency in Microsoft Office Suite, customer relationship management platforms, and other business applications.
  • Willingness to travel up to 10% within the United States.
  • Preferred candidate will reside or relocate to Houston.

Responsibilities

  • Support the sales process by preparing customized proposals, executive presentations, value propositions, pricing summaries, Statements of Work, and other client-facing materials using PowerPoint, Excel, Word, and internal presentation templates.
  • Prepare pipeline reports, sales activity summaries, and opportunity updates for leadership to support forecasting and strategic planning.
  • Support new client activities, follow-up activities, and tracking opportunities through each stage of the sales process.
  • Maintain prospect and client records, activities, communications, meeting notes, and opportunity stages in Salesforce CRM to ensure data integrity, forecasting accuracy, and pipeline visibility.
  • Track proposal status, contract progression, and client communications while ensuring deadlines and commitments are met.
  • Research prospective clients, industries, and market trends to help develop tailored business solutions and identify opportunities across the company's six service lines.
  • Participate in client discovery meetings to understand business objectives, operational challenges, and growth initiatives; document key findings and coordinate follow-up actions.
  • Coordinate sales meetings, discovery sessions, executive presentations, and follow-up activities while ensuring action items are completed on schedule.
  • Partner with marketing to leverage campaigns, events, webinars, conferences, and thought leadership initiatives to generate prospect engagement and support pipeline 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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