Director, Client Services

2 days ago

Mississauga, Canada Ryan, LLC Full time

The Director, Client Services 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 the total tax function. Responsibilities include expanding and cross-selling within client relationships and researching, initiating, and developing new business relationships for the Firm by targeting qualifying prospects for all Firm service lines. This role may be regionally based and may support multiple Ryan Principals.

Duties and responsibilities, as they align to Ryan’s Key Results

People:

- Create a positive team member experience.
- Coordinates sales efforts with Firm Principals and Practice Leaders in order to perform joint-selling activities.
- Provides support to Principals in deal negotiations, contract development, and due diligence.

Client:

- Builds and maintains key relationships with significant Firm prospects.
- Meets with prospects regarding potential engagements.

Value:

- Identifies, researches, and pursues prospects to generate new business for the Firm.
- Maintains entries in the Firm’s Prospect Register and/or Microsoft® CRM.
- Pursues tax/geography/industry-specific issues with prospects based on information provided by Firm Principals and Practice Leaders.
- Attends tax conferences, both local and national, in order to generate new leads of qualified prospects.
- Develops responses to requests for proposals.
- Understands service-line offerings with sufficient depth to be able to discuss service-line offerings with prospects.
- 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.
- 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.).
- Assists with other projects as needed.
- Performs other duties as assigned.

Education and Experience:
Bachelor’s or Master’s degree or equivalent with six to eight years related experience, or equivalent combination of education and experience required.

Computer Skills:
To perform this job successfully, an individual must have basic skills in Microsoft® Excel and Access, intermediate skills in Microsoft® Outlook, and advanced skills in Microsoft® Word, CRM, and Internet navigation and research.

Certificates and Licenses:
Valid driver’s license required.

Supervisory Responsibilities:
This job has limited supervisory responsibilities, including training and carries out supervisory responsibilities in accordance with the Firm’s policies and applicable laws.

Work Environment:

- Standard indoor working environment.
- Occasional long periods of sitting while working at desk.
- Must be able to lift, carry, push, or pull up to 14 kg.
- Independent travel requirement: 50%+.
- Equal Opportunity Employer: disability/veteran_

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