Director, Client Services

• 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 One Source 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.

• 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.

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.

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

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

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

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

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

• Microsoft CRM
• One Source
• Prospect Register