Manager, Client Services
Manager, Client Services
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Why Ryan
Competitive Compensation and Benefits
Home Office Stipend
Business Connectivity Reimbursement (Phone/Internet)
Gym Membership or Equipment Reimbursement
LinkedIn Learning Subscription
Flexible Work Environment
Tuition Reimbursement After One Year of Service
Accelerated Career Path
Award-Winning Culture & Community Outreach
Duties and responsibilities:
- Creates a positive team member experience.
- Provides support to Principals in deal negotiations contract development and due diligence.
- Identifies researches and pursues prospects to generate new business for the Firm focusing primarily on GST/VAT and with the ability to sell all service lines.
- Makes cold calls and maintains contact with prospects and clients through telephone e-mail and mail.
- Meets with prospects regarding potential engagements.
- Builds and maintains key relationships with significant Firm prospects.
- Coordinates sales efforts with Firm Principals and Practice Leaders in order to perform joint-selling activities.
- Understands service-line offerings with sufficient depth to be able to discuss service-line offerings with prospects.
- 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
- Maintains entries in the Firms 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.
- Assists Marketing Department with promotional events and conferences and provides feedback regarding marketing materials.
- Develops responses to requests for proposals.
- 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:
Bachelors or Masters degree or equivalent with three to five 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 drivers license required.
Supervisory Responsibilities:
This job has limited supervisory responsibilities including training and carries out supervisory responsibilities in accordance with the Firms policies and applicable laws.
Work Environment:
- Standard indoor working environment.
- Occasional long periods of sitting while working at computer.
- Position requires regular interaction with employees at all levels of the Firm; interface with clients and external vendors as necessary.
- Independent travel requirement: 0 to 10%.
Required Experience:
Manager
Employment Type
Full-Time
