RSM US LLP · 9 hours ago
Growth Support Specialist
Dallas, TX
Full-time
Hybrid
Entry Level
$46K/yr - $74K/yr
1+ years expRSM 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.
AccountingConsultingFinancial Services
No H1B
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
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 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
Flexibility in your schedule
Competitive benefits and compensation package
Company
RSM US LLP
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10001+ employees
Funding
Current Stage
Late StageLeadership Team
Bill Kracunas
Principal and National Leader, Strategy and Management Consulting
David Hickethier
Principal, Strategy & Human-Centered Design
Recent News
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