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