Drive lead generation and appointment setting as a Client Services Sales Specialist with Ryan, supporting business development through hybrid or work from home options.
This Client Services Specialist supports Business Development Directors and Principals with sales closing, follow-up, and prospect monitoring. The position handles customer calls, Salesforce data entry, and sales campaign support while maintaining knowledge of Ryan products and services. A Client Services Team Leader receives proactive status updates.
Key Responsibilities:
- Make outgoing customer and cold calls to sell products
- Arrange prospective client meetings for Directors and Principals
- Enter customer information accurately into Salesforce
- Maintain lead lists and complete follow-up activities
- Support Business Development sales campaigns and calls
Requirements:
- Two years of sales or telemarketing experience
- Experience selling to finance and tax teams preferred
- Understanding of Microsoft Outlook, Excel, and Word
- Salesforce or other CRM experience is an advantage
- Ability to monitor current industry developments
Use customer outreach, CRM, and appointment-setting skills to support Ryan’s business development and client service activities.