Spécialiste, Services Client / Specialist, Client Services

Ryan LLC; Mississauga; On-site; CAD 55,000 - 72,000; Full time

Benefits offered by this job

Hybrid and Remote Work Options

Award-Winning Culture

Generous PTO Benefits

Parental Leave Top-up (up to 20 weeks)

Gym Membership Reimbursement

Health/Dental Eligibility Day One

RRSP Employer Match

Tuition Reimbursement After One Year

Job summary

Ryan LLC in Mississauga, Canada is seeking a Specialist Client Services to support Business Development Directors and Principals with lead generation, appointment setting, and sales follow‑up. You will ensure prospects' priorities are handled promptly and coordinate with the Client Services Team Leader.

The role requires about 2 years of sales or telemarketing experience, CRM fluency (Salesforce), and strong communication skills to engage clients across time zones.

Qualifications

• 2 years of sales or telemarketing experience, ideally in finance/tax client outreach.
• Proficient with CRM systems and Microsoft Office tools.
• Strong verbal and written communication abilities with client focus.

Responsibilities

• Support Business Development Directors and Principals with lead generation and appointment setting.
• Assist in sales closing, follow‑up, and ongoing client support tasks.
• Enter client information accurately into CRM and maintain prospect lists.
• Coordinate with the Client Services Team Leader and respond to client inquiries.

Skills

Sales experience

CRM experience

Communication skills

Tools

Salesforce

Microsoft Outlook

Excel

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

Le spécialiste du service à la clientèle est chargé d’appuyer les directeurs du développement des affaires et les associés dans la génération de prospects, la prise de rendez‑vous, la conclusion de ventes, ainsi que le suivi et la supervision de toutes les questions liées au développement commercial et à l’accompagnement des prospects et des clients. Cette personne est chargée de veiller à ce que les priorités des clients potentiels soient traitées de manière appropriée et en temps opportun et sera affectée à un chef d’équipe des services à la clientèle. Ce dernier sera tenu informé de manière proactive de l’état d’avancement des dossiers des clients potentiels.

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.

Fonctions et responsabilités

• Effectuer des appels aux clients ou du démarchage afin de vendre des produits et des services.
• Organiser des rencontres entre les directeurs et les associés et les clients potentiels.
• Saisir avec précision et efficacité les renseignements sur les clients dans Salesforce.
• Tenir à jour une liste de prospects potentiels et assurer leur suivi.
• Aider les collègues des ventes à organiser des rencontres et des appels de vente avec les clients.
• Contacter les clients en réponse à leur correspondance ou à leurs commentaires.
• Maintenir une connaissance approfondie des produits et des services de Ryan.
• Maintenir une connaissance pratique des produits et services vendus et se tenir au courant des développements de l’industrie en lisant les nouvelles ou en participant à des ateliers.
• Travailler en étroite collaboration avec l’équipe de développement des affaires pour créer et gérer des campagnes de vente.

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
• Maintains 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 #LI-IJ1 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 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/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. It is Ryan's policy to make reasonable accommodation for qualified individuals with disabilities.

Notice to Canada Candidates – In accordance with the Accessibility for Ontarians with Disabilities Act (AODA) and the Canadian Human Rights Act, Ryan ULC will provide accommodation, accessible formats and communication supports for the interview upon request.

Ryan welcomes and encourages applications from people with disabilities.