Client Services Manager

Ryan; Estados Unidos; A distancia; COP 310.318.000 - 465.478.000; Jornada completa

Descripción de la vacante

A leading consulting firm is seeking a Client Services Manager to manage client relationships and drive business development. The role includes engaging clients, expanding existing relationships, and developing new business opportunities while ensuring client satisfaction. This position allows for flexible locations including options for remote work, making it ideal for those with strong communication and business development skills.

Servicios

Generous Personal Time Off (PTO) Benefits

14-Weeks of 100% Paid Leave for New Parents

401K with Employer Match

Tuition Reimbursement After One Year

Fertility Assistance Program

Gym Membership Reimbursement

Formación

• 5+ years of experience in Business Development.
• Experience with CRM systems and documentation management.
• Valid driver’s license required.

Responsabilidades

• Communicate the Firm’s vision and capabilities to clients and prospects.
• Expand and cross-sell within client relationships.
• Research and develop new business relationships.

Conocimientos

Strong business development experience

Communication skills (verbal and written)

People-oriented approach

Ability to multi-task

Professional demeanor

Educación

Bachelor’s degree

Herramientas

Salesforce

Microsoft SharePoint

Google Drive

Descripción del empleo

Join to apply for the Client Services Manager role at Ryan

The Manager, Client Services (“Manager”) professional 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 Ryan. Responsibilities include expanding and cross-selling within client relationships and researching, initiating, and developing new business relationships for the Firm by targeting qualified prospects.

Location: Flexible. This role can be based near any Ryan office in the United States. Preferred locations include Los Angeles, Seattle, Chicago/Midwest/Kansas City/St. Louis, New York Metro, and Atlanta. Remote arrangements may be considered for exceptional candidates.

Duties and responsibilities, as they align to Ryan’s Key Results

People:

• Strong business development experience, communication skills, (verbal and written), professional demeanor, people-oriented approach.
• Ability to multi-task within a business development team, work with urgency under pressure, and prioritize effectively.
• Willingness to accept direction and instruction.

Client:

• Work closely with a team of Client Services and Service Delivery team members assisting with all stages of business development:
• Meets with prospects and clients regarding potential engagements.
• Identifies, researches, and pursues prospects and clients to generate new business for the Firm.
• Makes cold calls and maintains contact with prospects and clients through telephone and email.
• Build and maintains key relationships with Firm prospects and clients.
• Attend business development meetings with prospects and clients, both locally and nationally, to generate new leads.
• This role includes accountability for CPA channel relationship pursuit and management, including strategic engagement with CPA firms to generate referrals and strengthen Ryan's market presence.
• Develops responses to requests for engagement letters, MSA, agreements and proposals.
• Maintain a deep understanding of the Firm’s service offerings to discuss them confidently with prospects and clients.
• Stay informed on alliance partners’ products and service lines to position them effectively.
• Utilizes Internet tools (i.e., OneSource) to uncover opportunities for prospects and clients.
• Ensure client satisfaction by monitoring timely service delivery and adherence to Client Service Principles.
• Anticipate client issues and needs proactively.

Value:

• Maintains entries in the Firm’s Prospect Register and/or Salesforce.com.
• Coordinates sales efforts with Client Services and Service Delivery team members to perform joint-selling activities.
• 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.).
• Generally, understands business issues and quickly understand commercial drivers at Ryan, and recognize areas for operational improvement, risks, and re-engineering.
• Assists with other projects and duties as needed.

Education and Experience:

Bachelor’s degree with 5+ years of experience including Business Development.

Computer Skills:

• Document Management Systems; such as, Microsoft SharePoint, Google Drive, Dropbox or eFileCabinet
• ERP (Enterprise Resource Planning) for entering time and billing information; such as, Workday, PeopleSoft, Oracle or SAP
• CRM (Customer Relationship Management) experience in entering, reviewing and reporting sales information; such as, Salesforce, Microsoft Dynamics, OnContact, or NetSuite.

Certificates and Licenses:

• Valid driver’s license required.

Supervisory Responsibilities:

This job has limited supervisory responsibilities for the Business Development Department, including training employees, assigning work, and checking work for accuracy and completeness.

The company offers generous benefits including:

• Generous Personal Time Off (PTO) Benefits
• 14-Weeks of 100% Paid Leave for New Parents (Adoption Included)
• Monthly Gym Membership Reimbursement OR Gym Equipment Reimbursement
• Benefits Eligibility Effective Day One
• 401K with Employer Match
• Tuition Reimbursement After One Year of Service
• Fertility Assistance Program
• Four-Week Company-Paid Sabbatical Eligibility After Five Years of Service

Ryan is an Equal Opportunity Employer: disability/veteran