Manager, Client Services

Ryan; Plano (TX); Hybrid; USD 110,000 - 135,000; Full time

Benefits offered by this job

Hybrid work options

PTO & paid parental leave

Gym membership/reimbursement

Benefits from day one

401K with employer match

Tuition reimbursement after 1 year

Fertility assistance

Sabbatical after 5 years

Job summary

Ryan seeks a Manager, Client Services to drive growth by communicating the firm’s vision and capabilities, expanding client relationships, and cross-selling services. You will target qualified prospects and work with a small team of Client Services Directors and Principals to pursue opportunities.

Collaborating with a dedicated team, you’ll help with business development for existing clients and prospects, embodying Ryan’s values of Pursue Excellence, Wired to Win, Generosity Matters, Build

Qualifications

• Strong business development experience with a professional demeanor.
• Ability to multi-task within a business development team and work with urgency.
• Willingness to accept direction and instruction.

Responsibilities

• Meet with prospects and clients to discuss engagements and opportunities.
• Identify, research, and pursue prospects to generate new business.
• Make cold calls and maintain contact with prospects and clients by phone and email.
• Build and maintain relationships with prospects and clients.
• Attend BD meetings locally and nationally to generate leads.
• Develop responses to engagement letters and proposals.
• Maintain understanding of service offerings to discuss confidently with clients.
• Coordinate with alliance partners and stay informed on related offerings.
• Ensure client satisfaction and timely service delivery.

Skills

Business Development

Communication

Multi-tasking

Client Relations

Education

Bachelor's Degree

Tools

Salesforce

OneSource

SharePoint

Google Drive

Workday

SAP

Job description

• 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

Why Ryan?

• Hybrid Work Options
• Award-Winning Culture
• 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

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.

The Manager would partner working closely with a small team of Client Services Directors and Principal. Within this Team they will assist with the business development pursuit of existing Clients and Prospects. Successful Ryan team members embrace and live Ryan’s values of Pursue Excellence, Wired to Win, Generosity Matters, Build Trust and Integrity Always and will embody and demonstrate accountability.

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 maintain key relationships with Firm prospects and clients.
  • Attend business development meetings with prospects and clients, both locally and nationally, to generate new leads.
• 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

• To perform this job successfully, an individual should be proficient in using the following applications or systems:
• Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, etc.)
• 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.

Work Environment

• Standard indoor working environment.
• Occasional long periods of sitting while working at desk.
• Position requires regular interaction with employees and clients both in person and via e‑mail and telephone.
• Independent travel requirement: 50%+.

Equal Opportunity Employer: disability/veteran