Growth Support Specialist

 

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 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: 

 Coordinates and supports local market, line of business or industry-focused intentional growth strategy.

Supports regular cadence of growth meetings:

 Coordinates growth meeting schedule
 Prepares and distributes agenda and growth documents
 Documents discussion and action items
 Maintains repository of meeting notes and related documents
 Monitor activity and progress with team members between meeting cycles
 Keeps relevant stakeholders apprised of progress
 Provides comprehensive support for the customer relationship management

(CRM) platform to monitor pipeline, document relationship activity and track

due dates.

 Performs account, data and various other other types of research to support

pursuit efforts.

 Provides ad hoc support as needed for CRM requests, pipeline reports, and the

development and production of presentations and pursuit documents.

 Proactively manages time and executes responsibilities.
 Works 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:

Planning
Purchase, coordination and delivery of materials needed on site
AV setup
Registrations
Post-event wrap-up
Coordinate 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.

 Serves as primary resource for CRM database support within local market

and/or industry.

 Supports and encourages the training and adoption of data tools among

industry and local market users.

 Provides assistance capturing account, contact, opportunity and activity data

in CRM.

Provides assistance with ad hoc pipeline, industry or market data reports and

dashboard coordination requests for industry or local market users.

 Acquires specialized training and is educated on the proper execution of CRM

functions and tasks limited to the growth support team.

 Adheres to firm data integrity policies and procedures.
 Reviews pursuit deliverables to monitor brand and risk compliance and

adherence to high document quality standards.

Has 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 engages, participates and contributes to group discussions and

activities within their focus area such as industry, line of business or local

market growth teams.

 Collaborates effectively with Growth Support leaders, team members, other

ESS subfunctions, and other internal Firm Client Service (FCS) teams to ensure

business needs are met.

 Other duties as assigned.

Education:

 Associate’s Degree or 2 years of experience in related field

Technical/Soft Skills (required):

Demonstrates a working knowledge of tools, resources and technology

Required With Assigned Responsibilities

Some experience with customer relationship management software
Intermediate Microsoft Office skills
Ability to communicate with a diverse audience both verbally and in writing
Ability to learn other platforms (i.e. Microsoft Dynamics)
Strong grammar and proofreading knowledge
Effective organization, prioritization and time management skills and attention

to detail.

Special Requirements Specific to Job:

 Experience
 1-2 years’ 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 (required)
Cultivates a safe environment to ask questions, share innovative ideas and