Growth Support Specialist
RSM US LLP is a leading provider of professional services to the middle market globally, empowering clients and employees to realize their full potential. The Growth Support Specialist is responsible for collaborating with various teams to support intentional growth activities and manage customer relationship management (CRM) tasks.ResponsibilitiesCoordinate and support the local market, line of business or industry-focused intentional growth strategySupport regular cadence of growth meetings: Coordinate growth meeting schedulePrepare and distribute agenda and growth documentsDocument discussion and action itemsMaintain repository of meeting notes and related documentsMonitor activity and progress with team members between meeting cyclesKeep relevant stakeholders apprised of progressProvide comprehensive support for the customer relationship management (CRM) platform to monitor pipeline, document relationship activity and track due datesPerform account, data and various other types of research to support pursuit effortsProvide ad hoc support as needed for CRM requests, pipeline reports and the development and production of presentations and pursuit documentsProactively manage time and execute responsibilitiesWork directly with market developer or pursuit leader to support the successful execution of market-facing seminars, conferences, meetings and networking eventsResponsibilities may include, but are not limited to, the following: Planning Purchase, coordination and delivery of materials needed on-siteAudio visual setupRegistrationsPost-event wrap-upCoordinates registration and return on investment with various trade and industry groups and local market or industry sponsorshipsKeeps 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 leadershipReviews charges on firm-issued purchasing card for accuracy and reconciles in a timely mannerServe as primary resource for CRM database support within the local market and/or industrySupport and encourage the training and adoption of data tools among industry and local market usersProvide assistance capturing account, contact, opportunity and activity data in CRMProvide assistance with ad hoc pipeline, industry or market data reports and dashboard coordination requests for industry or local market usersRespond to standard requests from national in-take portalAcquire specialized training and be educated on the proper execution of CRM functions and tasks limited to the growth support teamAdhere to firm data integrity policies and proceduresReview pursuit deliverables to monitor brand and risk compliance and adherence to high document quality standardsHave the opportunity to complete proposal training to develop the skills necessary to prepare pursuit documents as capacity allows, leveraging existing templates, text and graphicsRegularly engage, participate and contribute to group discussions and activities within their focused area such as industry, line of business or local market growth teamsCollaborate effectively with growth support leaders, team members, other ESS subfunctions and other internal firm client service teams to ensure business needs are metPerform other duties as assignedSkills1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internshipsAbility to manage the needs of teams and stakeholders with proficient time management, problem-solving and customer service skillsComprehensive support for the customer relationship management (CRM) platform to monitor pipeline, document relationship activity and track due datesPerform account, data and various other types of research to support pursuit effortsProvide ad hoc support as needed for CRM requests, pipeline reports and the development and production of presentations and pursuit documentsProactively manage time and execute responsibilitiesSupport the successful execution of market-facing seminars, conferences, meetings and networking eventsServe as primary resource for CRM database support within the local market and/or industrySupport and encourage the training and adoption of data tools among industry and local market usersProvide assistance capturing account, contact, opportunity and activity data in CRMAdhere to firm data integrity policies and proceduresReview pursuit deliverables to monitor brand and risk compliance and adherence to high document quality standardsRegularly engage, participate and contribute to group discussions and activities within their focused area such as industry, line of business or local market growth teamsCollaborate effectively with growth support leaders, team members, other ESS subfunctions and other internal firm client service teams to ensure business needs are metBenefitsCompetitive benefits and compensation packageFlexibility in your scheduleCompany OverviewStay Alert: Avoid Recruitment Scams Across industries, cybercriminals are posing as company recruiters using fake job postings and employment offers to trick people into providing personal information or payment. It was founded in 1926, and is headquartered in Chicago, Illinois, USA, with a workforce of 10001+ employees. Its website is http://www.rsmus.com/.
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