Client Engagement Manager

RSM US LLP•Cedar Rapids, IA

6d•$102,800 - $176,000•Hybrid

About The Position

The Client Engagement (CE) team is a global team of professionals within RSM’s North American Sales group. Client Engagement was established to deliver the full power of RSM to the Firm’s most strategic clients. CE’s play a pivotal role in building and strengthening relationships with RSM’s identified key clients and work closely with account leaders, business developers and other internal stakeholders to deliver value for our top clients and drive long-term growth opportunities. The CE Manager will report directly to the CE Director and will be directly responsible for collaborating with strategic account team leaders, including Enterprise Account Leaders (EALs), Business Developers (BDs) and Relationship Leaders (RLs) to shape the vision, establish priorities, set strategic direction, and coordinate efforts among each of the functional areas involved in the strategic account, as well as ensuring a high level of service for identified strategic accounts. The CE Manager will work closely with EALs, BDs, and RLs on account planning and key projects to ensure coordination, consistency of approach across the account and effective execution of the strategic account plan. As a CE Manager, you will be responsible for participating in CE Team operational and brainstorming activities, documenting and sharing best practices and acting as mentor and coach to new team members.

Requirements

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

Responsibilities

Collaborate with EALs, BDs and other key internal stakeholders to enable and drive the development of strategic account plans that are aligned with the client’s business objectives.
Document the strategic account plan and take the lead role in driving execution of the plan and ensuring the completion of all key action items.
Perform detailed research of the client and industry and build a deep understanding of the client’s needs, challenges and goals.
Research and document relationships within the account and utilize LinkedIn Navigator to identify opportunities to expand relationships with the client and drive growth.
Identify relevant marketing events, programs and thought leadership and share with the internal team to build and nurture existing relationships and develop new relationships.
Research and deliver on-going timely information regarding the client, industry and business issues to EAL’s, BDs, and other internal stakeholders.
Develop tools through SmartSheets and Teams for collaboration, account organization, relationship mapping, action item tracking and financial performance reporting.
Coordinate with engagement teams to understand overall project status (on-time, on budget), manage risks, escalate issues as appropriate.
Identify new business opportunities within existing accounts. Bring relevant opportunities and information from RSM subject matter experts to the EALs, BDs and other internal stakeholders as appropriate.
Coordinate and support proposal development as needed.
Support business development pipeline coordination.
Ensure all relevant data is connected to CRM and MDM for accurate pipeline and revenue reporting.
Monitor pipeline and revenue growth targets.
Monitor WIP and Accounts Receivable to ensure timely billing and collection of revenue. Escalate issues within the internal account team.
Establish regular meeting cadence with EALs, BDs, RLs and other internal stakeholders to facilitate internal collaboration that drives strategic growth initiatives.
Coordinate opportunity-driven conversations with service line/industry leads and/or clients based on new opportunities or potential new areas for growth.
Establish regular meeting cadence with account team and client, as appropriate, and coordinate agenda and collateral for meetings.
Assisting in onboarding and training of new and more junior CE team members
Involving new and/or junior team members into existing accounts to demonstrate the CE account support methodology.
Be available and accessible to new and/or junior CE team members to answer questions and provide support as asked or required to ensure best development of new and/or junior CE team members.
Review of work product, where appropriate.
Share best practices.
Developing and maintaining comprehensive documentation for best practices
Creating and updating training materials to support onboarding and continuous learning
Design and compile playbooks that outline standard operating procedures and workflow
Manage and organize team collateral including templates, guides and reference materials
Facilitate training sessions and workshops to educate team members