Director, Client Services

Remote: 
Hybrid
Contract: 
Work from: 
Tampa (US)

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Ryan Financial Services Large https://ryan.com/
1001 - 5000 Employees
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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 Director, Client Services 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 the total tax function. Responsibilities include expanding and cross-selling within client relationships and researching, initiating, and developing new business relationships for the Firm by targeting qualifying prospects for all Firm service lines. This role may be regionally based and may support multiple Ryan Principals.

Ryan, LLC seeks Director, Client Services in Tampa, FL to coordinate global, multinational sales efforts with Firm Principals and Practice Leaders in order to perform joint-selling activities with multinational clients.

  • Provide support to Principals in deal negotiations, contract development, and due diligence by providing regional and deal specific insights.
  • Pursue tax, geography, industry-specific issues with prospects based on information provided by Firm Principals and Practice Leaders.
  • 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 for the Firm.
  • Maintain entries in the Firm’s Prospect Register and/or Microsoft CRM.
  • Attend tax conferences, both local and national, in order to generate new leads of qualified prospects.
  • Develop responses to requests for proposals. Understand service-line offerings with sufficient depth and discuss service-line offerings with prospects.
  • Maintain an understand the Firm’s active alliance partners’ products and service lines to sell alliance partner services to prospects and clients, if appropriate.
  • Utilize Internet tools to research opportunities for prospects and clients.
  • Stay current on tax issues that may create sales opportunities with prospects and clients.
  • Generate necessary documentation to assist in deal closing, including presentations, and engagement letters.

Position requires 2 years of experience selling or managing Canadian tax services to businesses with global operations; and working at a senior level with external and internal stakeholders including direct communication with Senior and C-Level executives to develop best in class tax recovery strategies and in managing major tax functions in finance and operational roles in banking and financial services sectors.

Travel required 70%, including 25% international.

Equal Opportunity Employer: disability/veteran

Required profile

Experience

Industry :
Financial Services

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