Director, Client Services

Jobtailor; Plano (TX); On-site; USD 100,000 - 150,000; Full time

Job summary

The Firm in Plano, TX seeks a strategic sales professional to articulate its tax service capabilities to prospects and clients. You will engage consultatively, expand within relationships, and drive cross-sell across service lines.

Responsibilities include cold calling, lead generation, RFP responses, and supporting deal negotiations. Proficiency with CRM and Microsoft Office, plus willingness to travel up to 50%+, are required.

Qualifications

• Bachelor’s or Master’s degree 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%+

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 as a regionally based professional.
• 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 relationships with significant Firm prospects.
• Make cold calls and maintain contact with prospects and clients by 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-, and industry-specific issues with prospects.
• Attend local and national tax conferences to generate qualified leads.
• Develop responses to requests for proposals.
• Discuss service-line offerings with prospects.
• Sell active alliance partner services when appropriate.
• Research opportunities using Internet tools such as OneSource.
• 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

Client Relationship Management

Business Development

Sales Coordination

Proposal Development

Tax Issue Research

CRM Management

Microsoft Excel

Microsoft Access

Microsoft Outlook

Microsoft Word

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 as a regionally based professional.
• • 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 relationships with significant Firm prospects.
• • Make cold calls and maintain contact with prospects and clients by 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-, and industry-specific issues with prospects.
• • Attend local and national tax conferences to generate qualified leads.
• • Develop responses to requests for proposals.
• • Discuss service-line offerings with prospects.
• • Sell active alliance partner services when appropriate.
• • Research opportunities using Internet tools such as OneSource.
• • 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%+

Core Competencies

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

Highest-signal resume keywords

• Client Relationship Management
• Business Development
• Sales Coordination
• Proposal Development
• Tax Issue Research

Hard Skills

• Business Development
• Proposal Development
• Tax Research
• CRM Management
• Microsoft Excel
• Microsoft Access
• Microsoft Outlook
• Microsoft Word
• Internet Navigation
• Sales Negotiation

Soft Skills

• Communication
• Consultative Selling
• Relationship Building
• Supervisory Skills
• Training

Certifications & Qualifications

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

Industry Keywords

• Tax Function
• Cold Calling
• Lead Generation
• Client Engagement
• Joint-Selling Activities

Tools & Technologies

• Microsoft CRM
• OneSource
• Prospect Register