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["Tax Services","Professional Services","FinTech"]

Spécialiste, Services Client / Specialist, Client Services

Mississauga, ONHybridFull TimeCA$55,000–CA$71,500 /yrPosted 2 months ago

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Required skills

  • outgoing customer calls
  • cold calls
  • sell products and services
  • arranges meetings
  • prospective clients
  • customer information
  • Salesforce
  • potential leads
  • follows up
  • assists sales colleagues

Nice to have

  • telemarketing
  • finance and tax teams
  • Salesforce is an advantage

Role summary

Ryan is seeking a Client Services Specialist to support Business Development Directors and Principals. This role involves lead generation, appointment setting, sales closing, and client follow-up. The specialist will manage prospect priorities, make outgoing sales calls, arrange client meetings, and maintain customer information in Salesforce. Key responsibilities include understanding Ryan's products and services, staying current on industry developments, and collaborating on sales campaigns. The position requires 2 years of sales or telemarketing experience, ideally in finance and tax, and proficiency with Microsoft Office Suite. Experience with CRM tools like Salesforce is advantageous. This is a hybrid role with potential for occasional remote work.

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

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