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Manager, Client Services
1 month ago
The Manager, Client Services (“Manager”) professional is responsible for communicating the Firm’s vision and capabilities to the marketplace and engaging clients and prospects in a consultative manner to provide customized solutions for Ryan. Responsibilities include expanding and cross-selling within client relationships and researching, initiating, and developing new business relationships for the Firm by targeting qualified prospects. The Manager would partner working closely with a small team of Client Services Directors and Principal. Within this Team they will assist with the business development pursuit of existing Clients and Prospects. Successful Ryan team members embrace and live Ryan’s values of Pursue Excellence, Wired to Win, Generosity Matters, Build Trust and Integrity Always and will embody and demonstrate accountability.
Duties and responsibilities, as they align to Ryan’s Key Results
People:
- Strong business development experience, communication skills, (verbal and written), professional demeanor, people-oriented ability to multi-task within a business development Team with a sense of urgency under pressure and prioritize work.
- Willingness to accept direction and instruction.
Client:
- Works closely and partnering with a select Team of Client Service Directors and Principals assisting with all stages of business development. That is:
- Meets with prospects and clients regarding potential engagements.
- Identifies, researches, and pursues prospects and clients to generate new business for the Firm.
- Builds and maintains key relationships with significant Firm prospects and clients.
- Attends business development prospect and client meetings, both local and national, in order to generate new leads of qualified prospects.
- Develops responses to requests for engagement letters, MSA, agreements and proposals.
- Understands Ryan service offerings with sufficient depth to be able to discuss service offerings with prospects and clients in meetings.
- Maintains an understanding of the Firm’s active alliance partners’ products and service lines in order to sell alliance partner services to prospects and clients, if appropriate.
- Utilizes Internet tools (i.e., OneSource) to research opportunities for prospects and clients.
- For clients, ensures Ryan tax team is delivering services timely and in accordance with the agreement and Client Service Principles; and the client is fully satisfied.
- Ability to anticipate client issues/needs.
Value:
- Coordinates sales efforts with Business Development Directors and Firm Principals in order to perform joint-selling activities based on direction of Business Development and Firm Principal Team.
- Stays current on tax issues that may create sales opportunities with prospects and clients.
- Generates necessary documentation to assist in deal closing (presentations, engagement letters, etc.).
- Generally, understands business issues and quickly understand commercial drivers at Ryan, and recognize areas for operational improvement, risks, and re-engineering.
- Assists with other projects and duties as needed.
Education/Experience:
Bachelor’s degree with 5+ years of experience including Business Development.
Computer Skills:
Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, etc.)
Document Management Systems; such as, Microsoft SharePoint, Google Drive, Dropbox or eFileCabinet
ERP (Enterprise Resource Planning) for entering time and billing information; such as, Workday, PeopleSoft, Oracle or SAP to
CRM (Customer Relationship Management) experience in entering, reviewing and reporting sales information; such as, Salesforce, Microsoft Dynamics, OnContact, or NetSuite.
Certificates and Licenses:
Valid driver’s license required.
Supervisory Responsibilities:
This job has limited supervisory responsibilities for the Business Development Department, including training employees, assigning work, and checking work for accuracy and completeness.
Work Environment:
- Standard indoor working environment.
- Occasional long periods of sitting while working at desk.
- Independent travel requirement: 50%+.
Compensation:
- For certain British Columbia based roles, the base salary hiring range for this position is $59,000 base salary
- On top of base salary offered this role is eligible for incentive compensation
- The Company makes offers based on many factors, including qualifications and experience.
- Equal Opportunity Employer: disability/veteran_
