Director, Client Services

Jobtailor; Dallas (TX); On-site; USD 90,000 - 140,000; Full time

Job summary

Jobtailor is seeking a results-driven business development professional to expand the Firm’s tax practice. You will engage prospects and clients, tailor solutions for the total tax function, and expand cross-sell opportunities across service lines.

This role requires strong CRM and Microsoft Office skills, the ability to travel 50%+, and the confidence to collaborate with Principals and Practice Leaders to win engagements.

Qualifications

• Bachelor’s or Master’s degree with six to eight years related experience, or equivalent combination.
• Basic skills in Microsoft Excel and Access.
• Intermediate skills in Microsoft Outlook.
• Advanced skills in Microsoft Word, CRM, and Internet navigation and research.
• Valid driver’s license required.
• Must be able to lift up to 14 kg.
• Independent travel requirement: 50%+.
• Position requires regular interaction with employees and clients both in person and via e-mail and telephone.

Responsibilities

• Communicate the Firm’s vision and capabilities to the marketplace.
• Engage clients and prospects consultatively to provide customized solutions for the total tax function.
• Expand and cross-sell within client relationships.
• Research, initiate, and develop new business relationships by targeting qualifying prospects for all Firm service lines.
• Support multiple Ryan Principals when regionally based.
• Coordinate sales efforts with Firm Principals and Practice Leaders for joint-selling activities.
• Support Principals in deal negotiations, contract development, and due diligence.
• Build and maintain key relationships with significant Firm prospects.
• Make cold calls and maintain contact with prospects and clients through telephone, e-mail, and mail.
• Meet with prospects regarding potential engagements.
• Identify, research, and pursue prospects to generate new business.
• Maintain entries in the Firm’s Prospect Register and/or Microsoft® CRM.
• Pursue tax/geography/industry-specific issues with prospects.
• Attend local and national tax conferences to generate qualified prospect leads.
• Develop responses to requests for proposals.
• Discuss service-line offerings with prospects.
• Sell alliance partner services to prospects and clients when appropriate.
• Use Internet tools such as OneSource to research opportunities.
• Stay current on tax issues that may create sales opportunities.
• Generate documentation to assist in deal closing, including presentations and engagement letters.
• Assist with other projects and perform other duties as assigned.
• Provide training and carry out limited supervisory responsibilities in accordance with Firm policies and applicable laws.

Skills

Business Development

CRM Proficiency

Microsoft Excel

Microsoft Access

Microsoft Outlook

Microsoft Word

Internet Research

Sales Negotiation

Education

Bachelor’s Degree

Master’s Degree

Tools

Microsoft CRM

OneSource

Prospect Register

Job description

• Communicate the Firm’s vision and capabilities to the marketplace.
• Engage clients and prospects consultatively to provide customized solutions for the total tax function.
• Expand and cross-sell within client relationships.
• Research, initiate, and develop new business relationships by targeting qualifying prospects for all Firm service lines.
• Support multiple Ryan Principals when regionally based.
• Coordinate sales efforts with Firm Principals and Practice Leaders for joint-selling activities.
• Support Principals in deal negotiations, contract development, and due diligence.
• Build and maintain key relationships with significant Firm prospects.
• Make cold calls and maintain contact with prospects and clients through telephone, e-mail, and mail.
• Meet with prospects regarding potential engagements.
• Identify, research, and pursue prospects to generate new business.
• Maintain entries in the Firm’s Prospect Register and/or Microsoft® CRM.
• Pursue tax/geography/industry-specific issues with prospects.
• Attend local and national tax conferences to generate qualified prospect leads.
• Develop responses to requests for proposals.
• Discuss service-line offerings with prospects.
• Sell alliance partner services to prospects and clients when appropriate.
• Use Internet tools such as OneSource to research opportunities.
• Stay current on tax issues that may create sales opportunities.
• Generate documentation to assist in deal closing, including presentations and engagement letters.
• Assist with other projects and perform other duties as assigned.
• Provide training and carry out limited supervisory responsibilities in accordance with Firm policies and applicable laws.

Requirements

• Bachelor’s or Master’s degree or equivalent with six to eight years related experience, or equivalent combination of education and experience required.
• Basic skills in Microsoft® Excel and Access
• Intermediate skills in Microsoft® Outlook
• Advanced skills in Microsoft® Word, CRM, and Internet navigation and research
• Valid driver’s license required.
• Must be able to lift, carry, push, or pull up to 14 kg.
• Independent travel requirement: 50%+.
• Position requires regular interaction with employees and clients both in person and via e-mail and telephone.

Core Competencies

Demonstrates expertise in client engagement and business development, with a strong focus on customized tax solutions and relationship management. Proficient in utilizing CRM tools and Microsoft Office Suite to support sales efforts and maintain client communications.

Highest-signal resume keywords

• Business Development
• Client Relationship Management
• CRM Proficiency
• Tax Solutions Expertise
• Proposal Development

Hard Skills

• Business Development
• Proposal Development
• Tax Solutions
• CRM Proficiency
• Microsoft Excel
• Microsoft Access
• Microsoft Outlook
• Microsoft Word
• Internet Research
• Sales Negotiation

Soft Skills

• Communication
• Consultative Selling
• Relationship Building
• Team Collaboration
• Supervisory Skills

Certifications & Qualifications

• Bachelor’s Degree
• Master’s Degree
• Valid Driver’s License

Industry Keywords

• Tax Function
• Client Engagement
• Cross-Selling
• Cold Calling
• Tax Conferences

Tools & Technologies

• Microsoft CRM
• OneSource
• Prospect Register