Jobs Companies Ryan Director, Client Services

About this Director, Client Services role at Ryan

Ryan · Onsite · Mississauga

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 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:

  • Identifies, researches, and pursues prospects to generate new business for the Firm.
  • 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.
  • 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.
  • Coordinates sales efforts with Firm Principals and Practice Leaders in order to perform joint-selling activities.
  • Attends tax conferences, both local and national, in order to generate new leads of qualified prospects.
  • Develops responses to requests for proposals.
  • Provides support to Principals in deal negotiations, contract development, and due diligence.
  • 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.
  • Position requires regular interaction with employees and clients both in person and via e-mail and telephone.
  • Independent travel requirement: 50%+.
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About Ryan

Ryan offers outstanding opportunities to work in a dynamic, rapidly expanding tax services firm serving the world’s most respected Global 5000 companies. Our innovative work environment, accelerated growth path for high performers, competitive benefits package, and outstanding earning potential provide the most rewarding career experience available in the industry. Ryan employees are given the freedom to do their best work in the way they work best. With a clear understanding of expectations and accountabilities, our employees are given ownership of their time and flexibility to meet the demands of their professional and personal lives. Applicants for employment in the US must have work auth

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