Client Retention Associate
alliantgroup · Houston, TX · 2 wk ago
FinanceFull-time
Responsibilities
- 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 to their organization in the form of credits and incentives as well as other services we provide
- 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
Qualifications
- Bachelor’s degree required
- PREFERRED: 1+ year of experience in a fast-paced, consultative sales role
- Results-oriented, competitive, and 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 is essential
- Proficiency with MICROSOFT OFFICE SUITE and other relevant software applications
Benefits
- Comprehensive compensation and benefits package including 100% employer paid medical/dental premiums for single coverage, 401(k) matching, PTO, company provided life insurance and disability, onsite gym and group fitness classes, paid covered parking, daily allowance for onsite café and Starbucks, and more!