Associate, Opportunity & Engagement Set-Up

KPMG LLP; Orlando (FL); On-site; USD 65,000 - 90,000; Full time

Job summary

KPMG LLP in the United States is seeking an Associate, Opportunity & Engagement Set-Up to join the Advisory Operations team. The role involves processing opportunities, setting up engagement codes when won, and collaborating with pursuit teams to finalize details and resolve issues.

The position requires at least three years of relevant experience in opportunity lifecycle support, a business degree, and strong skills in Salesforce, Certinia, Sentinel, CLEAS, and related tools.

Qualifications

• Minimum three years of recent experience supporting opportunity lifecycle management related work, and experience within a professional services firm (or similar environment) is preferred.
• Bachelor’s degree in business or two years of recent experience mitigating risk management, independence and pricing needs related to a sales agreement.
• Familiarity with Salesforce, Certinia (pricing tool), Sentinel, CLEAS; aIQ Gemini and M365 Copilot preferred.
• Highly skilled in critical thinking and analytical problem solving, with a proven ability to tackle complex challenges and offer effective solutions; strong time management skills and the aptitude to effectively manage stakeholder expectations.
• Exceptional communication, interpersonal and organizational skills, allowing for proactive task and project management, as well as stakeholder engagement.

Responsibilities

• Assist with processing opportunities, manage key performance indicators, work with pursuit teams to finalize opportunities, and allow for engagement code set up if the work is won; collaborate with pursuit team(s) to gather additional details necessary to progress opportunity lifecycle activities and facilitate the successful resolution of any issues that arise
• Complete CLEAS/CEAC as necessary for an opportunity, including reviewing accompanying documents during setup and facilitating any necessary edits for Risk Management approval; submit Sentinel requests and facilitate resolution of conflict checks through approval; update pricing estimates and initiate them into workflow
• Support the end-to-end DRB and SOI processes; identify qualifications (including Global Investments), advise pursuit teams, facilitate leadership review sessions, manage monthly reporting, and drive ongoing process enhancements
• Support special projects as requested
• Act with integrity, professionalism, and personal responsibility to uphold KPMG’s respectful and courteous work environment

Skills

Critical thinking

Analytical skills

Time management

Stakeholder management

Communication

Education

Bachelor's degree in business

Tools

Salesforce

Certinia (pricing tool)

Sentinel

CLEAS

aIQ Gemini

M365 Copilot

Job description

KPMG is currently seeking an Associate, Opportunity & Engagement Set-Up to join our Advisory Operations organization.

Responsibilities:

• Assist with processing opportunities, manage key performance indicators, work with pursuit teams to finalize opportunities, and allow for engagement code set up if the work is won; collaborate with pursuit team(s) to gather additional details necessary to progress opportunity lifecycle activities and facilitate the successful resolution of any issues that arise
• Complete CLEAS/CEAC as necessary for an opportunity, including reviewing accompanying documents during setup and facilitating any necessary edits for Risk Management approval; submit Sentinel requests and facilitate resolution of conflict checks through approval; update pricing estimates and initiate them into workflow
• Support the end-to-end DRB and SOI processes; identify qualifications (including Global Investments), advise pursuit teams, facilitate leadership review sessions, manage monthly reporting, and drive ongoing process enhancements
• Support special projects as requested
• Act with integrity, professionalism, and personal responsibility to uphold KPMG’s respectful and courteous work environment

Qualifications:

• Minimum three years of recent experience supporting opportunity lifecycle management related work, and experience within a professional services firm (or similar environment) is preferred
• Bachelor’s degree in business or two years of recent experience mitigating risk management, independence and pricing needs related to a sales agreement
• Familiarity with software applications and systems of the Firm, including Salesforce, Certinia (pricing tool), Sentinel, CLEAS; aIQ Gemini and M365 Copilot preferred
• Highly skilled in critical thinking and analytical problem solving, with a proven ability to tackle complex challenges and offer effective solutions; strong time management skills and the aptitude to effectively manage stakeholder expectations; demonstrated ability to exercise independent judgment in making day-to-day decisions in formulating solutions to problems
• Exceptional communication, interpersonal and organizational skills, allowing for proactive task and project management, as well as stakeholder engagement
• Some travel may be required, and general workdays sometimes exceed a 9:00am-5:00pm local time workday, possibly resulting in some weekend coverage
• Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future; KPMG LLP will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa)