Business Development Manager
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Job Location:
Irvine, CA - USA
Monthly Salary:
USD 58000 - 79000
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Why Ryan
Hybrid Work Options
Award-Winning Culture
Generous Personal Time Off (PTO) Benefits
14-Weeks of 100% Paid Leave for New Parents (Adoption Included)
Monthly Gym Membership Reimbursement OR Gym Equipment Reimbursement
Benefits Eligibility Effective Day One
401K with Employer Match
Tuition Reimbursement After One Year of Service
Fertility Assistance Program
Four-Week Company-Paid Sabbatical Eligibility After Five Years of Service
This position is responsible for managing CPA Channel Partners and related clients within the assigned region/territory. The role includes developing and executing strategic engagement initiatives with CPA firms to drive client referrals expand revenue opportunities and enhance Ryans market presence. 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.
Candidates must be based in or near Irvine CA Chicago IL or Bellevue WA and report to the office twice a week. This helps maintain team cohesion and collaboration.
Travel Expectations:
- This position is responsible for CPA Channel Partners and related clients in the assigned region / territory.
- Overnight travel: No more than 15%
- Regional / local travel (non-overnight):Roughly 40% typically involving 2 days per weekvisiting CPAs prospects clients and attending networking events.
People:
- Strong business development experience excellent communication skills (verbal and written) professional demeanor and people-oriented approach.
- Ability to multi-task within a business development team work with urgency under pressure and prioritize effectively.
- Willingness to accept direction and instruction.
Client:
- Work closely with a team of Client Services and Service Delivery team members assisting with all stages of business development:
- Meet with prospects and clients regarding potential engagements.
- Identify research and pursue prospects and clients to generate new business for the Firm.
- Make cold calls and maintain contact with prospects and clients through phone email and professional networks.
- Build and maintain key relationships with Firm prospects and clients.
- Attend business development meetings with prospects and clients both locally and nationally to generate new leads.
- Develop responses to requests for engagement letters MSAs agreements and proposals.
- Maintain a deep understanding of Ryans service offerings to discuss them confidently with prospects and clients.
- Stay informed on alliance partners products and service lines to position them effectively.
- Utilize Internet research tools (e.g. OneSource) to uncover opportunities for prospects and clients.
- Ensure client satisfaction by monitoring timely service delivery and adherence to Client Service Principles.
- Anticipate client issues and needs proactively.
- Develop and execute a strategic plan for CPA firm engagement including:
- Outreach to new CPA firms to introduce Ryans services
- In-person or virtual visits to CPA firms
- Scheduling and leading quarterly regroup calls with CPA partners
- Planning and hosting annual CPE trainings or VIP events for CPA firms
- Cultivate relationships with CPA firms to generate client referrals with the expectation of building a consistent referral pipeline.
- Provide regular status updates to CPA firms on mutual clients ensuring transparency trust and alignment.
- Collaborate with internal teams to ensure CPA-referred clients receive timely and high-quality service.
Value:
- Track CPA engagement activities and referral outcomes in the Firms CRM.
- Analyze referral trends to identify high-potential CPA partners for deeper collaboration.
- Support marketing efforts for CPA-focused campaigns event planning and educational content.
- Coordinates sales efforts with Client Services and Service Delivery team members to perform joint-selling activities.
- 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 and Experience:
Bachelors degree with 5 years of experience inBusiness Development and/or Sales.
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
- 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 Client Services department including training employees assigning work and checking work for accuracy and completeness.
Equal Opportunity Employer: disability/veteran
Required Experience:
Manager
Key Skills
- Business Development
- Sales Experience
- B2B Sales
- Marketing
- Cold Calling
- Account Management
- Territory Management
- Salesforce
- Affiliate Marketing
- CRM Software
- negotiation
- Lead Generation
About Company
Ryan is a global tax services, software, and technology firm providing an integrated suite of federal, state, local, and international tax services to companies across the world.
