Spécialiste, Services Client / Specialist, Client Services

Ryan; Calgary; Hybrid; CAD 55,000 - 72,000; Full time

Benefits offered by this job

Hybrid work

Award-winning culture

PTO benefits

Parental leave top-up

Gym membership reimbursement

Health benefits from day one

RRSP with employer match

Tuition reimbursement

Job summary

Ryan seeks a Specialist Client Services to support our Business Development Directors and Principals with lead generation, appointment setting, and follow-up for prospects and clients. You will ensure priority issues are handled timely and report to the Client Services Team Leader.

Strong communication and CRM skills are essential. Responsibilities include outbound calls, arranging meetings, data entry into Salesforce, lead maintenance, and collaboration across the sales team to drive campaigns

Qualifications

• 2 years sales or telemarketing experience, preferably with finance/tax clients.
• Outbound calling and lead development experience.
• Proficient in CRM tools and careful data entry.

Responsibilities

• Makes outbound calls to sell products and services.
• Arranges meetings for Directors and Principals with prospective clients.
• Enters customer data into Salesforce accurately and efficiently.
• Maintains leads list and follows up with prospects.
• Assists colleagues with arranging client meetings and calls.
• Contacts customers in response to inquiries or feedback.
• Maintains knowledge of Ryan's products and services.
• Keeps current on industry developments via news or workshops.
• Collaborates with Business Development to manage sales campaigns.

Skills

Cold calling

Lead generation

Sales experience

CRM awareness

Communication

Education

2 years sales or telemarketing experience

Tools

Salesforce

Microsoft Excel

Microsoft Word

Outlook

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

The Spécialiste, Services Client / Specialist Client Services is responsible for supporting the Business Development Directors and Principals with lead generation, appointment setting, sales closing, and follow-up and monitoring of all matters related to business development and support, for prospects
and clients. This individual is responsible for ensuring that prospect priorities are appropriately and timely handled and will be assigned to a
Client Services Team Leader. The CS Team Leader will be kept proactively informed of status of prospects.

Duties and Responsibilities:

• Makes outgoing customer calls or cold calls in order to sell products and services
• Arranges meetings for Directors and Principals with prospective clients
• Accurately and efficiently enters customer information into Salesforce
• Maintains a list of potential leads and follows up with those
• Assists sales colleagues with arranging meetings and sales calls with customers
• Contacts customers in response to correspondence or feedback
• Maintain thorough understanding of Ryans products and services
• Maintains working knowledge of products and services sold and keeps current on industry developments by reading current news or attending workshops
• Works closely with the Business Development team to create and manage sales campaigns

Education and Experience:

2 years sales or telemarketing, ideally in a role selling to the finance and tax teams.

Computer Skills:

Understanding of Microsoft tools including outlook, excel and word. The use of CRM tools ideally Salesforce is an advantage.

Work Environment:

• Standard indoor working environment.
• Position requires regular interaction with employees and clients both in person and via e-mail and telephone.
• Position potentially offers the ability to work from home occasionally and for flexible hours.
• As many of our team members and clients are based in different time zones, occasional out-of-hours time may be necessary to accommodate calls.

Compensation Disclosure:

For Ontario based roles, the base salary hiring range for this position is $55,000 and $71,500. The Firm makes offers based on many factors, including qualifications and experience. Roles may be eligible for incentive compensation.

Equal Opportunity Employer: disability/veteran