Client Acquisition Associate

As the Client Acquisition Associate, you will be the first point of contact with prospective business clients, helping to introduce them to our suite of business services. This role is a key part of our growth strategy – driving qualified leads, setting appointments, and generating sales opportunities through effective outreach, relationship-building, and clear communication. Client relationships are a key metric at J Joseph. Therefore, the Client Acquisition Associate will work collaboratively with their team to provide internal clients with a superior level of service.

This position is responsible for generating new business by following the approved J. Joseph process. The Senior Account Executive is expected to identify growth opportunities with existing clients and understand the need for building and maintaining long-lasting relationships with clients.

While serving our clients, the Senior Account Executive has an obligation to leave no stone unturned.

Location
San Antonio, Texas
Essential Functions
• Conduct outbound calls to business owners and executives to introduce our Property Tax Consulting services
• Schedule introductory meetings or consultations for Account Executives/Managers
• By following the provided scripts, educate prospects on the value and benefits of our services in clear, professional language
• Schedule appointments or transfer warm leads to the senior sales team as needed
• Maintain an up-to-date CRM with detailed notes, pipeline status, and follow-up activities
• Support the proposal and onboarding process with administrative efforts for new clients
• Follow call scripts and sales guidelines to ensure consistency and brand alignment
• Provide feedback on call trends, prospect objections, and message effectiveness
• Collaborate with marketing and sales leadership to refine messaging and improve client acquisition strategies
• Handle objections confidently and maintain a professional demeanor in all interactions
• Remain up-to-date on company offerings, new laws, regulations, and market trends
• Track performance metrics and meet or exceed monthly activity and conversion goals
• Provide general administrative support
• Operate from JJC’s Vision & Mission Statement
• Adhere to JJC’s Corporate Values
• Ability to operate a motor vehicle
• Other duties as assigned
• Attend networking opportunities such as conferences and luncheons in order to find new leads and turn them into long-term relationships
• Operate from JJC’s Vision & Mission Statement
• Adhere to JJC’s Corporate Values
• Ability to operate motor vehicle
• Other duties as assigned
Supervisory Responsibility
This position has no direct supervisory responsibilities.
Work Environment
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, and photocopiers.
Physical Demands
This is a largely sedentary role; you must be able to remain in a stationary position at least 50% of the time. Filing, printing, scanning, and copying are required; this requires the ability to move about the office and position oneself to access equipment and filing cabinets, transport items (files, boxes of paper, etc.) weighing up to 20 lbs., and ascend/descend a step ladder/stool as necessary. The position requires extended hours in front of a computer screen and the operation of a computer and other office equipment, such as a calculator and a copy machine. This position requires the ability to communicate and exchange accurate information via telephone, in person, and in writing.
Hours of Work
This position can be a full-time or a part-time position. Working hours for this position are 8:00 a.m. - 5:00 p.m., Monday through Friday, with a flexible lunch hour. All work must be completed during the office hours listed above.
Travel
Travel is not required.
Required Education & Experience
• High school diploma or equivalent
• Comfortable making a high volume of outbound calls daily
• Ability to quickly build rapport with business decision-makers
Preferred Education and Experience
• Bachelor's degree or equivalent in a related field
• One year of call center experience, or a combination of call center experience and education
• Experience using a Customer Relationship Management (CRM) software such as Dynamics or Salesforce
• 3 years of call center experience
Skills
• Strong problem-solving skill
• Strong negotiation skills
• Strong technical and analytical skills
• Strong customer service skills
• Strong oral and written communication skills
• Ability to read and understand complex client documents
• Highly detail oriented
• Self-starter able to work independently with minimum supervision
• Willing to serve others
• Solid organizational skills; especially the ability to meet project deadlines with a focus on details
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities, that are required of the employee for this job. Duties, responsibilities and activities may change with or without notice. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions.
To Apply
Forward cover letter and resume to:
Jodi DeLaZerda, HR Manager Jdelazerda@jjc.com
210.587.2747