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Ryan
Ryan
1,001 – 5,000 Employees
H1B Visa SponsorConsultingFinanceInsurance
Ryan is a global tax services and software firm that helps organizations improve tax performance, protect cash flow, and manage compliance risk. Its work spans tax recovery, consulting, compliance, legal services, and technology, with specialists focused on finding errors, reducing unnecessary overpayments, and developing practical solutions for complex tax needs. Ryan supports major corporate clients through strategic advice and technology-enabled tax management.
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Client Services Manager

Lead business development, client growth, and proposal efforts at Ryan, a professional services firm. Hybrid role based in Plano, Texas, with more than 50% independent travel.

USUnited StatesTXTexasHybridFull-timeMiddleSeniorEnglish RequiredClient ServicesClient Services Representative
ERPOracleSFDC

Description

  • Share the firm’s vision and capabilities with the marketplace
  • Consult with clients and prospects to shape tailored solutions
  • Grow existing accounts through expanded services and cross-selling
  • Find and develop new business relationships with qualified prospects
  • Work with Client Services Directors and the Principal on business development pursuits
  • Meet with clients and prospects to discuss potential engagements
  • Research and pursue prospects and clients to generate new business
  • Make cold calls and follow up by phone and email
  • Build and sustain relationships with key clients and prospects
  • Attend local and national business development meetings
  • Prepare responses to engagement letters, MSAs, agreements, and proposals
  • Maintain thorough knowledge of the firm’s offerings and alliance partners’ products and services
  • Use online tools, including OneSource, to identify opportunities
  • Track timely service delivery and compliance with Client Service Principles
  • Anticipate client needs and address potential issues proactively
  • Keep Prospect Register and/or Salesforce.com records up to date
  • Coordinate sales and joint-selling efforts with Client Services and Service Delivery teams
  • Stay informed about tax issues that may create sales opportunities
  • Prepare documentation to support deal closings
  • Understand business issues and commercial drivers, and identify opportunities for operational improvement, risk mitigation, and re-engineering
  • Provide limited supervision to the Business Development Department, including training staff, assigning tasks, and reviewing their work
  • Take on other projects and duties as needed

Requirements

  • Bachelor’s degree and at least five years of experience, including business development
  • Substantial business development experience
  • Strong verbal and written communication skills
  • Professional manner and a people-oriented approach
  • Ability to handle multiple tasks on a business development team, work urgently under pressure, and set priorities effectively
  • Willingness to follow direction and instructions
  • Proficiency with Microsoft Office applications, including Word, Excel, PowerPoint, and Outlook
  • Experience with document management systems such as Microsoft SharePoint, Google Drive, Dropbox, or eFileCabinet
  • Experience using ERP systems to enter time and billing information, such as Workday, PeopleSoft, Oracle, or SAP
  • Experience entering, reviewing, and reporting sales information in a CRM such as Salesforce, Microsoft Dynamics, OnContact, or NetSuite
  • Valid driver’s license
  • Able to travel independently more than 50% of the time

Benefits

  • Hybrid work options
  • Generous paid time off
  • 14 weeks of fully paid leave for new parents, including adoptive parents
  • Monthly reimbursement for a gym membership or gym equipment
  • Benefits eligibility starting on the first day
  • 401(k) with employer match
  • Tuition reimbursement after one year of service
  • Fertility assistance program
  • Eligibility for a four-week company-paid sabbatical after five years of service

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