Client Services Specialist

Ryan

. Support Business Development Directors and Principals with lead generation, appointment setting, sales closing, and follow-up and monitoring of business development matters.

Posted 11/5/2026full-timeMississauga • CanadaJuniorMid-Level💰 CA$55,000 - CA$71,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in lead generation, appointment setting, and sales closing, with a strong understanding of CRM tools like Salesforce. Maintains effective communication with clients and team members while staying informed on industry developments.

Highest-signal resume keywords

Lead GenerationSales ClosingSalesforce CRMMicrosoft ExcelTelemarketing Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Lead GenerationAppointment SettingSales ClosingTelemarketingCustomer Information Entry

Soft Skills

Effective CommunicationProactive Follow-UpTeam Collaboration

Tools & Technologies

SalesforceMicrosoft OutlookMicrosoft ExcelMicrosoft Word

Industry Keywords

Business DevelopmentFinanceTaxSales Campaigns

About the role

Key responsibilities & impact

Support Business Development Directors and Principals with lead generation, appointment setting, sales closing, and follow-up and monitoring of business development matters.
Ensure prospect priorities are appropriately and timely handled.
Keep the Client Services Team Leader proactively informed of prospect status.
Make outgoing customer calls or cold calls to sell products and services.
Arrange meetings for Directors and Principals with prospective clients.
Enter customer information accurately and efficiently into Salesforce.
Maintain a list of potential leads and follow up with them.
Assist sales colleagues with arranging meetings and sales calls.
Contact customers in response to correspondence or feedback.
Maintain thorough understanding of Ryan's products and services.
Keep current on industry developments by reading current news or attending workshops.
Work closely with the Business Development team to create and manage sales campaigns.

Requirements

What you’ll need

2 years sales or telemarketing, ideally in a role selling to the finance and tax teams.
Understanding of Microsoft tools including outlook, excel and word.
The use of CRM tools ideally Salesforce is an advantage.
Position requires regular interaction with employees and clients both in person and via e-mail and telephone.
Occasional out-of-hours time may be necessary to accommodate calls across different time zones.

Benefits

Comp & perks

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
Roles may be eligible for incentive compensation