Growth Support Specialist

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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 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 …