Growth Support Sr. Associate

Growth Support Sr Associate

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.

The growth support sr associate is responsible for collaborating with pursuit leaders, market development teams, and business development professionals to support local market, line of business and industry intentional growth activities. The growth support sr associate is responsible for mastering firm tools to support growth initiatives, including but not limited to intentional growth teams, market-facing sponsorships and events, marketing campaigns, maintenance of customer and prospect data quality, and preparation of brand- and risk compliant proposals and pursuit deliverables. The growth support sr associate serves as a mentor to other team members, providing feedback and recognition, exposure, and experiences on-the-job, and "coaching moments" in the flow of work.

Responsibilities include :

• Coordinate and support local market, line of business or industry-focused intentional growth strategy.
• Prepare and distribute agenda and growth documents.
• Documents discussion and action items
• Participate actively in Growth Accelerator Team (GAT) and account team discussions, providing input and suggestions.
• 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.
• Demonstrate an elevated CRM skill set to create and provide relationship insights and reporting.
• 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. Successfully manages complex or cross-disciplinary growth teams such as those that span enterprise, industry or critical and dynamic markets.
• Lead projects and initiatives as needed.
• Proactively manages time and anticipates needs of stakeholders.
• Work directly with market developer or pursuit leader to support the successful execution of market-facing seminars, conferences, meetings and networking events.
• 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 or 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 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 requests, including those of high-technical complexity, 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.
• Serves as a mentor to other team members, providing feedback and recognition, exposure, and experiences on-the-job, and "coaching moments" in the flow of work.
• Participates in on-boarding and training as needed Provides input on the development of training as appropriate.
• Provide routine leadership, direction and support for projects teams as assigned, to ensure completion of responsibilities in a timely and accurate manner and escalate issues, when necessary.
• 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 that business needs are met.
• Perform other duties as assigned.
• There is an expectation that your first ninety days of employment will be in-office five (5) days per week.
• After those 90-days, you will have the ability to work a hybrid schedule, minimally with three (3) days in-office, to be confirmed with your Performance Advisor in writing.

Education :

Technical / Soft Skills (Required) :

Special Requirements Specific to Job :

Experience :

Required :

Preferred Requirements :

At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards.

All applicants will receive consideration for employment as RSM does not tolerate discrimination and / or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military