Client Retention Associate

As a Client Retention Associate, you will gain a strong foundation in specific industries and tax, develop critical thinking skills, and learn about our firm’s mission, client‑centric culture, and business practices. You will engage with C‑level executives and CPA firms, managing current clients and re‑engaging inactive ones.

• Account management of existing clients.
• Proactively reach out to inactive clients to rekindle relationships and encourage their return.
• Communicate our services and educate business owners and executives on the value we can bring, including credits, incentives, and other services.
• Schedule client meetings, conference calls, and follow‑up appointments with great attention to detail.
• Track outstanding proposals and follow‑up with clients until proposal is signed.
• Maintain client relationship management (CRM) database.

• Bachelor’s degree required.
• Preferred: 1+ year of experience in a fast‑paced, consultative sales role.
• Results‑oriented, competitive, driven to achieve activity and revenue goals.
• Dynamic verbal communication, robust active listening, and excellent presentation and writing skills.
• High sense of urgency with the ability to meet deadlines and changing priorities.
• Collaborative and team‑focused; receptive to performance feedback within a team environment.
• Proficiency with Microsoft Office Suite and other relevant software applications.
• Candidate must reside or relocate to Houston, TX.

• Comprehensive compensation and benefits package including 100% employer‑paid medical/dental premiums for single coverage.
• 401(k) matching.
• Paid time off.
• Company‑provided life insurance and disability insurance.
• On‑site gym and group fitness classes.
• Paid covered parking.
• Daily allowance for on‑site café and Starbucks.