Growth Support Specialist

rsm; New York (NY); On-site; USD 55,000 - 85,000; Full time

Job summary

RSM is seeking a Growth Support Specialist to collaborate with pursuit leaders and market development teams to drive growth initiatives. You will manage CRM data, prepare pursuit materials, and support seminars, conferences and events, ensuring timely delivery and adherence to brand standards.

With guidance, you will coordinate meetings, maintain documents, and provide on-demand support for analytics and presentations, enabling teams to execute growth strategies effectively.

Qualifications

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

Responsibilities

• Coordinate and support the local market, line of business or industry-focused intentional growth strategy.
• Support regular cadence of growth meetings and document discussions and actions.
• Maintain CRM data quality and monitor pipeline.
• Provide ad hoc CRM requests, pipeline reports and presentation materials.
• Plan and support market-facing seminars, conferences, meetings and networking events.
• Collaborate with growth leadership and other internal teams to meet business needs.
• Adhere to data integrity policies and review pursuit deliverables for brand and risk compliance.

Skills

Excellent people skills

Strong communication

Grammar and proofreading

Time management

Attention to detail

Education

Associate degree or 2+ years experience in related field

Tools

CRM software

Microsoft Office

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.

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