Growth Support Specialist

RSM US LLP; Denver (CO); Hybrid; USD 46,000 - 74,000; Full time

Benefits offered by this job

Hybrid work after initial period

Job summary

RSM US LLP is seeking a growth support associate to coordinate market growth activities and support CRM data management in the Denver area. The role involves assisting with seminars, conferences, and events while maintaining data quality in CRM and delivering pursuit documents.

You'll provide training on data tools, help manage accounts and activities, and collaborate with growth teams to ensure timely execution of tasks. The position offers hybrid work after an initial in-office period.

Qualifications

• Basic knowledge of tools, resources and technology required with assigned responsibilities.
• Some experience with customer relationship management software.
• Intermediate Microsoft Office skills; ability to learn programs used by the firm.

Responsibilities

• Support CRM data entry, pipeline tracking, and reporting for growth teams.
• Assist with planning and executing market-facing events and seminars; handle on-site logistics and registrations.
• Provide CRM training and data integrity support; generate ad hoc data reports and dashboards.
• Collaborate with growth support leaders and other internal teams to meet business needs.

Skills

CRM software

Microsoft Office

People skills

Organization/time management

Education

Associate degree or 2+ years experience

Job description

Essential Duties

• 1. 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.
• 2. 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.
• 3. 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.

Education

• Associate degree or 2+ years of experience in related field

Technical/Soft Skills (Required)

• Demonstrates a basic knowledge of tools, resources and technology required with assigned responsibilities Some experience with customer relationship management software
• Intermediate Microsoft Office skills, ability to learn programs/software utilized by the firm
• Excellent people skills Ability to communicate, effectively with a diverse audience Strong grammar and proofreading skills and experience
• Effective organization, prioritization and time management skills and strong attention to detail Ability to prepare presentations, including charts, graphics and tables, speaker notes and handouts, etc. Ability to balance multiple tasks and projects

Experience

• 1 to 3 years of relevant experience in a related field or area
• Demonstrated experience managing multiple projects of low to moderate risk
• Ability to interact with multiple levels of leadership

Leadership Skills (Required)

• Cultivates a safe environment to ask questions, share innovative ideas and make suggestions
• Provides relevant and timely performance feedback to others, both positive and constructive
• Provides peer‑to‑peer collaboration and guidance
• Helps build a diverse and inclusive culture in the workplace
• Has the ability to respond positively to changing circumstances, seeks and implements change to drive business improvement and serves as a model of the change
• Works collaboratively with the growth support supervisor/manager to provide support across the enterprise particularly during peak times

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

Why work at RSM?

At RSM, we accomplish meaningful work and make an impact on the world around us. We work hard to fully understand our clients and work even harder to understand and identify your unique skills. We celebrate the differences among us and empower our talented professionals to grow forward, both personally and professionally. Our clients benefit from fresh insights and energy as we collaborate to support them, and our teams enjoy a work environment that inspires and empowers them to thrive.