Growth Support Specialist

RSM US LLP; Dallas (TX); Hybrid; USD 46,000 - 74,000; Full time

Job summary

RSM US LLP in Dallas invites you to join a Growth Support Specialist role that partners with pursuit leaders and market development to drive local growth initiatives. You will use firm tools to monitor CRM pipeline, maintain data quality, and prepare proposals and pursuit deliverables with guidance.

You will coordinate growth meetings, plan seminars and events, handle on-site logistics, and support dashboards and reports.

Responsibilities

• Coordinate and support the local market growth strategy.
• Support regular cadence of growth meetings: coordinate schedule, prepare and distribute agenda and growth documents, document actions.
• Provide comprehensive CRM support to monitor pipeline and track due dates.
• Perform account, data and research to support pursuit efforts.
• Provide ad hoc CRM requests, pipeline reports and presentation/pursuit document support.
• Plan and coordinate market-facing seminars, conferences, meetings and networking events: materials, AV setup, registrations, post-event wrap-up.
• Serve as primary CRM database support: training, data capture, and dashboard coordination.
• Collaborate with growth leaders and internal teams to meet business needs.

Job description

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 specialist 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 specialist is responsible for utilizing firm tools to support the growth initiatives that include, but are 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. With guidance, the growth support specialist demonstrates the ability to manage the needs of their teams and stakeholders with proficient time management, problem-solving and customer service skills.

• 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 ascapacity 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.

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.

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 at https://rsmus.com/careers/working-at-rsm/benefits.

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/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership.RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at [e-mail].

RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 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, you may be eligible for hire as an experienced associate.

RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.

At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.

Compensation Range: $46,100 - $73,700