Sun Life student administrator supporting payout annuity pension plans, sponsor services, and member transactions. Hybrid Montreal or Waterloo role focused on reconciliation and missing - information follow - ups.
About the role
- Director of Client Services growing tax-firm business through prospect development, consultative selling, and client expansion. Supporting Principals across service lines and traveling 50%+.
Responsibilities
- Communicate the Firm’s vision and capabilities to the marketplace
- Engage clients and prospects consultatively to provide customized solutions for the total tax function
- Expand and cross-sell within client relationships
- Research, initiate, and develop new business relationships by targeting qualifying prospects for all Firm service lines
- Identify, research, and pursue prospects to generate new business
- Make cold calls and maintain contact with prospects and clients through telephone, e-mail, and mail
- Meet with prospects regarding potential engagements
- Build and maintain key relationships with significant Firm prospects
- Maintain entries in the Firm’s Prospect Register and/or Microsoft® CRM
- Pursue tax/geography/industry-specific issues with prospects based on information from Firm Principals and Practice Leaders
- Coordinate sales efforts with Firm Principals and Practice Leaders for joint-selling activities
- Attend local and national tax conferences to generate qualified prospect leads
- Develop responses to requests for proposals
- Support Principals in deal negotiations, contract development, and due diligence
- Discuss service-line offerings with prospects
- Maintain understanding of active alliance partners’ products and service lines to sell partner services when appropriate
- Use Internet tools, including OneSource, to research opportunities
- Stay current on tax issues that may create sales opportunities
- Generate documentation to assist in deal closing, including presentations and engagement letters
- Assist with other projects and perform other duties as assigned
- Carry out limited supervisory responsibilities, including training, in accordance with Firm policies and applicable laws
- Regularly interact with employees and clients in person and via e-mail and telephone
- Travel independently 50%+
Requirements
- Bachelor’s or Master’s degree or equivalent with six to eight years related experience, or equivalent combination of education and experience required
- Basic skills in Microsoft® Excel and Access
- Intermediate skills in Microsoft® Outlook
- Advanced skills in Microsoft® Word, CRM, and Internet navigation and research
- Valid driver’s license required
- Must be able to lift, carry, push, or pull up to 14 kg
- Independent travel requirement: 50%+
Benefits
- 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
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