Growth Support Specialist jobs in United States
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RSM US LLP · 1 month ago

Growth Support Specialist

RSM US LLP is the leading provider of professional services to the middle market globally, empowering clients and people to realize their full potential. The Growth Support Specialist is responsible for supporting local market growth initiatives and collaborating with various teams to ensure successful execution of growth strategies and events.

AccountingConsultingFinancial Services
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Growth Opportunities
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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

Qualification

CRM platform proficiencyData managementEvent coordinationProposal preparationTime managementCustomer serviceProblem-solvingCollaboration

Required

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 teams and stakeholders with proficient time management, problem-solving and customer service skills
Experience with customer relationship management (CRM) platforms
Ability to perform account, data and various other types of research to support pursuit efforts
Experience in planning and coordinating events such as seminars, conferences, and networking events
Ability to review pursuit deliverables to monitor brand and risk compliance and adherence to high document quality standards
Ability to engage, participate and contribute to group discussions and activities within focused areas
Ability to collaborate effectively with growth support leaders, team members, and other internal firm client service teams

Benefits

Competitive benefits and compensation package
Flexibility in your schedule

Company

RSM US LLP

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Funding

Current Stage
Late Stage

Leadership Team

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Bill Kracunas
Principal and National Leader, Strategy and Management Consulting
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David Hickethier
Principal, Strategy & Human-Centered Design
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Company data provided by crunchbase