Director, Client Services

Ryan LLC; Mississauga; Hybrid; CAD 120,000 - 190,000; Full time

Benefits offered by this job

Hybrid work

Remote work options

Parental leave 20w

Personal Time Off

Job summary

Ryan LLC is seeking a Director of Client Services to articulate the Firm’s vision to clients and prospects, delivering customized solutions for the total tax function. This role emphasizes expanding client relationships and cross-selling across Firm service lines.

The position may be regionally based and involve regional or multiple Principals, with up to 50%+ travel required and a strong focus on building strategic client partnerships within a tax services context.

Qualifications

• Bachelor’s or Master’s degree or equivalent with 6–8 years related experience.
• Combination of education and experience acceptable.

Responsibilities

• Identify, research and pursue prospects to generate new business for the Firm.
• Make cold calls and maintain contact with prospects and clients via phone, email, and mail.
• Meet with prospects regarding potential engagements and build key relationships with significant Firm prospects.
• Coordinate sales efforts with Principals and Practice Leaders for joint-selling activities.
• Develop responses to requests for proposals and assist in deal negotiations and due diligence.

Skills

Prospecting

Relationship building

Lead generation

Education

Bachelor’s or Master’s degree or equivalent

Tools

CRM

Microsoft CRM

MS Word

Job description

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

Position Summary

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

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 & 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%+.

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.

Legal and Compliance

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 conducted 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.

Equal Employment Opportunity

Equal Employment Opportunity/Affirmative Action/Accommodation Ryan, LLC is an equal opportunity employer and is committed to compliance with all applicable laws prohibiting employment discrimination. It is our policy to take all employment actions and make all employment decisions without regard to race, color, religion, creed, gender, sex (including pregnancy), affectional or sexual orientation, gender identity or expression, national origin, ancestry, age, marital status, citizenship status, genetic predisposition or carrier status, disability, military status, status as a disabled or other protected veteran or any other protected status under applicable law.

Ryan welcomes and encourages applications from people with disabilities.

Privacy Notice

Please access our Privacy Notice in relation to this at the following link for additional information on how we protect and handle personal information.