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 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 One Source.
• • 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%+

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.

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

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

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

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

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

• Microsoft CRM
• One Source
• Prospect Register