Director, Client Services

Ryan•Mississauga, ON

1d•Hybrid

About The Position

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.

Requirements

Bachelor’s or Master’s degree or equivalent with six to eight years related experience, or equivalent combination of education and experience required.
Basic skills in Microsoft® Excel and Access.
Intermediate skills in Microsoft® Outlook.
Advanced skills in Microsoft® Word, CRM, and Internet navigation and research.
Valid driver’s license required.
This job has limited supervisory responsibilities, including training and carries out supervisory responsibilities in accordance with the Firm’s policies and applicable laws.
Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States and with Ryan LLC (i.e., H1-B visa, F-1 visa (OPT), TN visa or any other non-immigrant status).
Job duties related to this role are to be performed in a manner that adheres to privacy laws, as well as follows internal governance related to protecting confidential information and trade secrets, and to securing data and company records.

Responsibilities

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.
Builds and maintains key relationships with significant Firm prospects.
Makes cold calls and maintains contact with prospects and clients through telephone, e-mail, and mail.
Meets with prospects regarding potential engagements.
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.