Growth Support Specialist
RSM US LLP is a leading provider of professional services to the middle market globally, dedicated to empowering clients and their people. The Growth Support Specialist is responsible for collaborating with various teams to support growth initiatives, manage CRM tools, and ensure the execution of market-facing events.
Responsibilities
- Coordinate and support the local market, line of business or industry-focused intentional growth strategy
- Support regular cadence of growth meetings: Coordinate growth meeting schedule
- Prepare and distribute agenda and growth documents
- Document discussion and action items
- Maintain repository of meeting notes and related documents
- Monitor activity and progress with team members between meeting cycles
- Keep relevant stakeholders apprised of progress
- Provide comprehensive support for the customer relationship management (CRM) platform to monitor pipeline, document relationship activity and track due dates
- Perform account, data and various other types of research to support pursuit efforts
- Provide ad hoc support as needed for CRM requests, pipeline reports and the development and production of presentations and pursuit documents
- Proactively manage time and execute responsibilities
- Work directly with market developer or pursuit leader to support the successful execution of market-facing seminars, conferences, meetings and networking events
- Responsibilities may include, but are not limited to, the following: Planning Purchase, coordination and delivery of materials needed on-site
- Audio visual setup Registrations Post-event wrap-up Coordinates registration and return on investment with various trade and industry groups and local market or industry sponsorships
- Keeps abreast of systems, tools and resources that may be beneficial to pursuit teams, such as industry and line of business collateral, white papers and other thought leadership
- Reviews charges on firm-issued purchasing card for accuracy and reconciles in a timely manner
- Serve as primary resource for CRM database support within the local market and/or industry
- Support and encourage the training and adoption of data tools among industry and local market users
- Provide assistance capturing account, contact, opportunity and activity data in CRM
- Provide assistance with ad hoc pipeline, industry or market data reports and dashboard coordination requests for industry or local market users
- Respond to standard requests from national in-take portal
- Acquire specialized training and be educated on the proper execution of CRM functions and tasks limited to the growth support team
- Adhere to firm data integrity policies and procedures
- Review pursuit deliverables to monitor brand and risk compliance and adherence to high document quality standards
- Have the opportunity to complete proposal training to develop the skills necessary to prepare pursuit documents as capacity allows, leveraging existing templates, text and graphics
- Regularly engage, participate and contribute to group discussions and activities within their focused area such as industry, line of business or local market growth teams
- Collaborate effectively with growth support leaders, team members, other ESS subfunctions and other internal firm client service teams to ensure business needs are met
- Perform other duties as assigned
Skills
- 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships
- Ability to manage the needs of their teams and stakeholders with proficient time management, problem-solving and customer service skills
- Comprehensive support for the customer relationship management (CRM) platform to monitor pipeline, document relationship activity and track due dates
- Perform account, data and various other types of research to support pursuit efforts
- Provide ad hoc support as needed for CRM requests, pipeline reports and the development and production of presentations and pursuit documents
- Planning, purchase, coordination and delivery of materials needed on-site for market-facing seminars, conferences, meetings and networking events
- Audio visual setup, registrations, and post-event wrap-up
- Coordinate registration and return on investment with various trade and industry groups and local market or industry sponsorships
- Review charges on firm-issued purchasing card for accuracy and reconcile in a timely manner
- Support and encourage the training and adoption of data tools among industry and local market users
- Provide assistance capturing account, contact, opportunity and activity data in CRM
- Adhere to firm data integrity policies and procedures
- Review pursuit deliverables to monitor brand and risk compliance and adherence to high document quality standards
- Engage, participate and contribute to group discussions and activities within their focused area such as industry, line of business or local market growth teams
- Collaborate effectively with growth support leaders, team members, other ESS subfunctions and other internal firm client service teams
Benefits
- Competitive benefits and compensation package
- Flexibility in your schedule
Company Overview