Director, Client Services

The Director, Client Services, communicates the Firm’s vision and capabilities to the marketplace and engages clients and prospects in a consultative manner to provide customized solutions for the total tax function. The director expands and cross-sells within client relationships. They also research, initiate, and develop new business relationships for the Firm by targeting qualifying prospects for all Firm service lines. The Director may be regionally based and support multiple Ryan Principals.

Duties and responsibilities, as they align to Ryan’s Key Results:

• People: Creates a positive team member experience. Coordinates sales efforts with Firm Principals and Practice Leaders in order to perform joint-selling activities. Provides support to Principals in deal negotiations, contract development, and due diligence.
• Client: Builds and maintains key relationships with significant Firm prospects. Makes cold calls and maintains contact with prospects and clients through telephone, e-mail, and mail. Meets with prospects regarding potential engagements.
• Value: Identifies, researches, and pursues prospects to generate new business for the Firm. Maintains entries in the Firm’s Prospect Register and/or Microsoft CRM. Pursues tax/geography/industry-specific issues with prospects based on information provided by Firm Principals and Practice Leaders. Attends tax conferences, both local and national, in order to generate new leads of qualified prospects. Develops responses to requests for proposals. Understands service-line offerings with sufficient depth to be able to discuss service-line offerings with prospects. Maintains an understanding of the Firm’s active alliance partners’ products and service lines in order to sell alliance partner services to prospects and clients, if appropriate. Utilizes Internet tools (i.e., OneSource) to research opportunities for prospects and clients. 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.). Assists with other projects as needed. Performs other duties as assigned.

Education and Experience: Bachelor’s or Master’s degree or equivalent with six to eight years related experience, or an equivalent combination of education and experience required.

Computer Skills: Basic skills in Microsoft Excel and Access, intermediate skills in Microsoft Outlook, and advanced skills in Microsoft Word, CRM, and Internet navigation and research are required to perform this job successfully.

Certificates and Licenses: Valid driver’s license required.

Supervisory Responsibilities: This job has limited supervisory responsibilities, including training and carrying out supervisory responsibilities in accordance with the Firm’s policies and applicable laws.

Work Environment: Standard indoor working environment. Occasional long periods of sitting while working at a desk. Must be able to lift, carry, push, or pull up to 14 kg. Position requires regular interaction with employees and clients both in person and via e-mail and telephone. Independent travel requirement: 50%+.