Manager, Client Services

Job summary

The Manager, Client Services is responsible for communicating the firm's vision and capabilities to the marketplace while engaging clients and prospects in a consultative manner. They will assist in business development pursuits, manage client relationships, and coordinate with internal teams to generate new business opportunities.

Job details

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 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. 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%+. Equal Opportunity Employer: disability/veteran

What you’ll do

The Manager, Client Services is responsible for communicating the firm's vision and capabilities to the marketplace while engaging clients and prospects in a consultative manner. They will assist in business development pursuits, manage client relationships, and coordinate with internal teams to generate new business opportunities.

Requirements

Candidates must possess a bachelor's degree and at least 5 years of experience in business development. Proficiency in Microsoft Office, CRM systems like Salesforce, and strong communication skills are required for this role.

Benefits

• Hybrid and remote work options
• Personal time off
• Parental leave top-up
• Gym membership or equipment reimbursement
• Health and dental benefits
• RRSP with employer match
• Tuition reimbursement

Listed skills

• Time management · Preferred
• Problem solving · Preferred
• Account Management · Preferred
• Consultative Selling · Preferred
• Communication Skills · Preferred
• Microsoft Office Suite · Preferred
• Salesforce · Preferred
• Business development · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Business development
• Communication skills
• Consultative selling
• Relationship management
• Salesforce
• Microsoft Office Suite
• Lead generation
• Proposal development
• Client engagement
• Strategic planning
• Market research
• Account management
• Cross-selling
• Time management
• Problem solving
• Presentations
• Communication
• Microsoft PowerPoint
• Microsoft Excel
• Workday (Software)
• Microsoft Outlook
• Microsoft Office
• Customer Relationship Management
• Enterprise Resource Planning
• Accountability
• Sales
• Professionalism
• Business Development
• Teamwork
• Computer Literacy
• Sales Prospecting
• Valid Driver's License
• Time Off Management
• Multitasking
• Microsoft SharePoint
• Billing
• Microsoft Dynamics 365
• Selling Techniques
• Cross-Selling
• PeopleSoft Applications
• Cold Calling
• Document Management Systems
• Client Services
• People Oriented
• Sales Reporting
• Reengineering
• Service Offerings
• Netsuite
• SAP CRM
• Building Trust

Job areas

• Sales
• Management & Leadership
• Consulting
• Finance & Accounting
• Customer Service & Support
• Client Services Manager
• Customer Service Manager (General)
• Sales and Marketing Managers
• First-Line Supervisors of Office and Administrative Support Workers

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