Business Development

About the role

As a Business Development professional, you will work alongside Technical Directors to educate CPA firms and clients on claiming valuable incentives that can bring additional value to their organizations. This role requires a confident and proactive approach to building client relationships, collaborating with channel partners, generating interest, and closing sales. You will gain access to C-level decision makers and industry executives while building a dynamic book of business. alliant offers six different service lines, and this role acquires new clients across all of them.

Responsibilities

• Educate CPA firms and clients on the ability to claim valuable incentives to help grow their business
• Conduct daily research to identify target companies, market trends, key decision makers, and emerging opportunities
• Build and maintain a strong pipeline through high-volume outreach, relationship building, and channel development
• Engage prospects via phone, email, meetings, and events to understand business needs and position alliant’s solutions
• Participate in strategy sessions, fieldwork, and executive meetings to grow into a consultative business development leader
• Collaborate closely with channel partners, CPA firms, referral sources, and internal technical teams to generate and close opportunities
• Support the Technical Director in executing field strategies, client consulting engagements, and cross-selling initiatives
• Maintain accurate CRM documentation, pipeline reporting, and follow-up activity to ensure visibility and consistency
• Identify secondary service lines and cross-sell opportunities to expand client base
• Leverage alliant’s Strategic Advisory Board to open new markets and strengthen national relationships
• Build credibility as a trusted advisor in a technical consulting environment
• Travel with the Technical Director to client visits, discovery sessions, presentations, and onsite consultations
• Attend industry events, conferences, and networking functions alongside senior leaders to generate new business and expand brand presence

Qualifications

• Bachelor’s degree
• Prefer 1 to 4 years of professional experience in business development, sales, consulting, or a client-facing environment
• Proven ability to build relationships with executives and business owners via phone and in-person settings
• Strong phone presence, including experience with high-volume outbound calling
• Exceptional verbal, written, and presentation skills with the ability to communicate confidently to C-suite leaders
• Ability to learn complex subject matter, including understanding multiple verticals/industries, tax code, and the various alliant service lines
• Self-motivated, entrepreneurial, and receptive to coaching/feedback within a team environment
• High sense of urgency with the ability to meet deadlines and changing priorities; ability to thrive in a competitive, fast-paced, high-performance environment
• Proficiency with Microsoft Office Suite, Salesforce, and other relevant software applications
• Available to travel 30-40% within the United States, partnering closely with Technical Director
• Candidate must reside or relocate to Houston, TX

Benefits

• 100% employer-paid medical/dental premiums for single coverage (for some options)
• 401(k) matching
• Paid time off (PTO)
• Company-provided life insurance and disability
• Onsite gym and group fitness classes
• Paid covered parking