Client Account Services Account Manager

Reposted 15 Days Ago
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Houston, TX, USA
In-Office
Junior
Professional Services • Consulting • Financial Services
The Role
The CAS Account Manager maintains client relationships, coordinates hiring needs with recruitment teams, negotiates contracts, resolves issues, and identifies growth opportunities.
Summary Generated by Built In

As a Client Account Services (CAS) Account Manager, you will build and maintain strong relationships to understand the needs of our clients as it relates to the services provided by alliant Talent (our India based team). You will be the main point of contact for current and future CAS clients. You will collaborate with the India team on hiring and client placements, negotiating contracts of new CAS clients, resolving issues, and identifying opportunities for growth, development and retention of the India team.

As a national premier consulting firm, alliant is focused on providing solutions to help businesses transform and thrive. alliant offers six different service lines to our clients. This role is within our Business Development department, which supports all service lines across the organization.  

Responsibilities:
  • Act as the primary liaison and serve as the main point of contact for CAS client inquires and issues
  • Build strong, strategic relationships with clients to better understand their business needs as to recognize further opportunities for alliant to support these clients (for example, collaborating with Enterprise Sales to explore if there are any Managed Services opportunities)
  • Analyze client hiring needs, coordinate with India recruitment teams and ensure successful placement and onboarding
  • Negotiate contracts and agreements to maximize profitability while maintaining service level standards
  • Quickly address and resolve operational issues, employees’ concerns, and other challenges that arise for the client
  • Track key performance metrics, prepare sales reports, and provide insights to improve the overall client experience and alliant Talent delivery of services
  • Identify opportunities to expand business offerings to existing clients, ensuring their long-term satisfaction and continued partnership
Qualifications:
  • Bachelor's degree (preferred in Business Management, Communications, or HR)
  • Prefer 1 – 3 years of experience in recruiting, sales, or account management
  • Client-focused approach and ability to understand business needs; problem-solving mindset is key
  • Strong organizational and project management skills to handle multiple clients and tasks
  • Strong communication, interpersonal and relationship-building skills
  • Ability to diffuse escalated situations with clients, maintaining a professional and calm demeanor
  • Proficiency in Microsoft Office Suite (especially strong Excel skills) and CRM software applications
  • High sense of urgency with the ability to meet deadlines and adapt to changing priorities
  • Receptiveness to performance feedback within a team environment is essential
  • Candidate must reside or relocate to Houston, TX

alliant offers a comprehensive compensation and benefits package including 100% employer paid medical/dental premiums for single coverage for some options, 401(k) matching, PTO, company provided life insurance and disability, onsite gym and group exercise classes, paid covered parking, daily allowance for onsite café and Starbucks, and more!

Do Work That Matters. alliant

Top Skills

Crm Software Applications
Microsoft Office Suite
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The Company
Houston, TX
830 Employees
Year Founded: 2002

What We Do

alliantgroup, LP is the leading international tax specialty services provider, working with CPA firms and their clients to ensure companies receive the full benefit of federal and state tax incentives to create jobs and spurring innovation. No other firm has alliantgroup's combination of talent, resources, and experience to substantiate business claims. We hear time and again from our clients how much they value our industry knowledge, attention to detail, and consideration for their time. Our people and culture set us apart as a firm, and our staff includes professionals from a diverse array of fields, including architecture, engineering, software development, chemistry, and accounting. alliantgroup also maintains an active Strategic Advisory Board of former law and policymakers, bringing a deep bench of expertise from Washington insiders on the forefront of tax legislation. In addition, our firm works closely with industry and CPA organizations to educate and spread the word of the many credits and deductions available to small to medium-sized businesses.

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