Manager, Client Services

Posted 7 Days Ago
Be an Early Applicant
6 Locations
In-Office or Remote
58K-90K Annually
Senior level
Fintech • Consulting
The Role
The Manager, Client Services drives business development by engaging with clients, expanding relationships, pursuing new prospects, and ensuring client satisfaction. Responsibilities include strategic communication, collaboration with team members, and maintaining sales documentation.
Summary Generated by Built In

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.

Location: Flexible. This role can be based near any Ryan office in the United States. Preferred locations include Los Angeles, Seattle, Chicago/Midwest/Kansas City/St. Louis, New York Metro, and Atlanta. Remote arrangements may be considered for exceptional candidates.

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:

  • 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%+.

Remote position

* For Denver, CO-based roles, the base salary hiring range for this position is

 $58,000 - $79,000.

* For New York, NY-based roles, the base salary hiring range for this position is

 $66,000-$90,000.

* For Bellevue, WA- based roles, the base salary hiring range for this position is

 $60,000-$85,000. 

* For Carlsbad, Glendale, Irvine, Los Angeles, Sacramento, and San Diego, CA-based roles, the base salary hiring range for this position is $60,000-$85,000.

* For Oakland and San Jose, CA-based roles, the base salary hiring range for this position is  $66,000-$90,000.

Equal Opportunity Employer: disability/veteran

Top Skills

Dropbox
Efilecabinet
Google Drive
Microsoft Dynamics
Microsoft Office Suite
Microsoft Sharepoint
NetSuite
Oncontact
Oracle
Peoplesoft
Salesforce
SAP
Workday
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The Company
Albuquerque, NM
3,194 Employees
Year Founded: 1991

What We Do

Ryan is a tax services firm providing tax advisory and consulting services on a multi-jurisdictional basis.

Ryan, an award-winning global tax services and software provider, is the largest Firm in the world dedicated exclusively to business taxes. With global headquarters in Dallas, Texas, the Firm provides an integrated suite of federal, state, local, and international tax services on a multijurisdictional basis, including tax recovery, consulting, advocacy, compliance, and technology services. Ryan is a seven-time recipient of the International Service Excellence Award from the Customer Service Institute of America (CSIA) for its commitment to world-class client service. Empowered by the dynamic myRyan work environment, which is widely recognized as the most innovative in the tax services industry, Ryan’s multidisciplinary team of more than 2,500 professionals and associates serves over 14,000 clients in more than 50 countries, including many of the world’s most prominent Global 5000 companies.

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