Manager, Client Services

Ryan LLC; Plano (TX); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Hybrid work options

Paid parental leave

401K with employer match

Tuition reimbursement

Gym reimbursement

PTO benefits

Sabbatical eligibility

Fertility assistance

Eligibility on day one

Job summary

Ryan LLC seeks a Manager, Client Services to expand and cross-sell within existing client relationships and pursue new business opportunities. You will collaborate with Client Services Directors and the Principal team to develop engagements and proposals, maintaining strong client relations and ensuring timely service delivery.

The role requires 5+ years in business development, excellent communication, and deep knowledge of service offerings.

Qualifications

• Bachelor’s degree required with 5+ years of business development experience.
• Experience expanding and cross-selling within client relationships.
• Strong verbal and written communication and professional demeanor.

Responsibilities

• Expand and cross-sell within client relationships and prospects.
• Research, initiate, and develop new business opportunities for the Firm.
• Collaborate with Client Services Directors and Principal to pursue engagements.
• Assist with business development pursuits and deal closings.
• Maintain and update Salesforce.com and opportunity records.
• Understand service offerings and position alliance partners’ products.

Skills

Business development

Client relationships

Communication skills

Sales experience

Education

Bachelor’s degree

Tools

Microsoft Word

Excel

PowerPoint

Outlook

SharePoint

Google Drive

Dropbox

eFileCabinet

Workday

PeopleSoft

Oracle

SAP

Salesforce

Microsoft Dynamics

OnContact

NetSuite

Job description

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

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 maintains 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

• 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

Independent travel requirement: 50%+.

Equal Opportunity Employer

Equal Opportunity Employer: disability/veteran. 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.

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.

Ryan welcomes and encourages applications from people with disabilities.

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.

Click here to view the entire EEO poster and supplement.

*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*.

Please access our Privacy Notice in relation to this at the following link for additional information on how we protect and handle personal information. To change or modify any personal information previously provided, pleaseclick here to access our Data Subject Access Request form.