Why Ryan
Hybrid and Remote Work Options
Award-Winning Culture
Generous Personal Time Off (PTO) Benefits
Up to 20 Weeks of Parental Leave Top-up (Adoption Included
Monthly Gym Membership OR Gym Equipment Reimbursement
Health and Dental Benefit Eligibility Effective Day One
RRSP with Employer Match
Tuition Reimbursement After One Year of Service
The Manager Client Services (Manager) professional is responsible for communicating the Firms 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 Ryans 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 Ryans 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.
- Makes cold calls and maintains contact with prospects and clients through telephone e-mail and mail.
- 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 Firms 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:
- Maintains entries in the Firms Prospect Register and/or .
- 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:
Bachelors degree with 5 years of experience including Business Development.
Computer Skills:
To perform this job successfully an individual should be proficient in using the following applications or systems:
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 drivers 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:
Required Experience:
Manager