Spécialiste, Services Client / Specialist, Client Services

Posted 8 Hours Ago
Be an Early Applicant
3 Locations
In-Office
55K-72K Annually
Junior
Fintech • Consulting
The Role
Supports business development leaders by generating leads, making outbound sales calls, setting appointments, maintaining Salesforce records, following up with prospects, responding to customer inquiries, and coordinating sales campaigns. Maintains knowledge of company products and services and monitors prospect priorities. The role involves frequent communication with clients and colleagues across time zones, with hybrid, remote, and occasional flexible-hours options.
Summary Generated by Built In

Why Ryan?

  • Hybrid and Remote Work Options

  • Award-Winning Culture

  • Generous Personal Time Off (PTO) Benefits

  • Up to 20 Weeks of Parental Leave Top-up (Adoption Included

  • Monthly Gym Membership OR Gym Equipment Reimbursement

  • Health and Dental Benefit Eligibility Effective Day One

  • RRSP with Employer Match

  • Tuition Reimbursement After One Year of Service

The Spécialiste, Services Client / Specialist Client Services is responsible for supporting the Business Development Directors and Principals with lead generation, appointment setting, sales closing, and follow-up and monitoring of all matters related to business development and support, for prospects
and clients. This individual is responsible for ensuring that prospect priorities are appropriately and timely handled and will be assigned to a
Client Services Team Leader. The CS Team Leader will be kept proactively informed of status of prospects.

Duties and Responsibilities:

  • Makes outgoing customer calls or cold calls in order to sell products and services
  • Arranges meetings for Directors and Principals with prospective clients
  • Accurately and efficiently enters customer information into Salesforce
  • Maintains a list of potential leads and follows up with those
  • Assists sales colleagues with arranging meetings and sales calls with customers
  • Contacts customers in response to correspondence or feedback
  • Maintain thorough understanding of Ryans products and services
  • Maintains working knowledge of products and services sold and keeps current on industry developments by reading current news or attending workshops
  • Works closely with the Business Development team to create and manage sales campaigns

Education and Experience:

2 years sales or telemarketing, ideally in a role selling to the finance and tax teams. 

Computer Skills: 

Understanding of Microsoft tools including outlook, excel and word. The use of CRM tools ideally Salesforce is an advantage. 

Work Environment:

  • Standard indoor working environment.
  • Position requires regular interaction with employees and clients both in person and via e-mail and telephone. 
  • Position potentially offers the ability to work from home occasionally and for flexible hours.
  • As many of our team members and clients are based in different time zones, occasional out-of-hours time may be necessary to accommodate calls.

Compensation Disclosure:

For Ontario based roles, the base salary hiring range for this position is $55,000 and $71,500. The Firm makes offers based on many factors, including qualifications and experience. Roles may be eligible for incentive compensation.

Equal Opportunity Employer: disability/veteran

Skills Required

  • 2 years of sales or telemarketing experience
  • Experience selling to finance and tax teams
  • Understanding of Microsoft Outlook, Excel, and Word
  • Experience with CRM tools, ideally Salesforce

Ryan Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Ryan and has not been reviewed or approved by Ryan.

  • Flexible Benefits The myRyan model provides results-based flexibility for exempt staff alongside hybrid/remote options, while non‑exempt roles use a PTO bank and receive paid holidays. Many benefits are available from the date of hire, reinforcing practical flexibility in how benefits are used.
  • Parental & Family Support Paid parental leave, adoption assistance, and fertility support are highlighted as meaningful family-oriented offerings. Consistent emphasis on family-friendly policies positions this area as a standout.
  • Strong & Reliable Incentives A performance-driven culture offers bonuses and commissions in certain tracks, with role descriptions noting meaningful variable pay beyond base salary. Total compensation is often characterized as strong where these incentives are prominent.

Ryan Insights

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The Company
HQ: Plano, TX
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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