Growth Support Specialist

RSM US LLP•San Jose, CA

6d•$46,100 - $73,700•Hybrid

About The Position

The Growth Support Specialist collaborates with pursuit leaders, market development teams, and business development professionals to support local market, line of business, and industry growth activities. The role uses firm tools to support intentional growth teams, market-facing sponsorships and events, marketing campaigns, customer and prospect data quality, and the preparation of brand- and risk-compliant proposals and pursuit deliverables. With guidance, the specialist manages team and stakeholder needs through time management, problem-solving, and customer service.

Requirements

Associate degree or at least 2 years of experience in a related field.
1 to 3 years of relevant experience in a related field or area.
Some experience with customer relationship management software.
Basic knowledge of tools, resources, and technology needed for assigned responsibilities.
Intermediate Microsoft Office skills and ability to learn firm programs and software.
Excellent people skills and ability to communicate effectively with diverse audiences.
Strong grammar, proofreading, organization, prioritization, time-management, and attention-to-detail skills.
Ability to prepare presentations with charts, graphics, tables, speaker notes, and handouts.
Ability to balance multiple tasks and projects.
Demonstrated experience managing multiple low- to moderate-risk projects.
Ability to interact with multiple levels of leadership.
Ability to cultivate a safe environment for questions, ideas, and suggestions; provide timely performance feedback and peer collaboration; and help build a diverse and inclusive workplace.
Ability to respond positively to changing circumstances, implement change to improve business, and model change.
Work in the office five days per week during the first 90 days; afterward, work a hybrid schedule with at least three in-office days per week.

Nice To Haves

Opportunity to complete proposal training and develop pursuit-document preparation skills using existing templates, text, and graphics.

Responsibilities

Coordinate and support local market, line of business, or industry-focused intentional growth strategies.
Support recurring growth meetings by coordinating schedules; preparing and distributing agendas and documents; documenting discussions and action items; maintaining meeting repositories; monitoring progress; and keeping stakeholders informed.
Support the CRM platform by monitoring pipelines, recording relationship activity, tracking due dates, and responding to CRM, reporting, and pursuit-document requests.
Conduct account, data, and other research to support pursuit efforts.
Support the planning and execution of market-facing seminars, conferences, meetings, and networking events, including materials, on-site coordination, audio-visual setup, registration, and post-event wrap-up.
Coordinate event registration and return-on-investment activities with trade and industry groups and local market or industry sponsorships.
Stay informed about systems, tools, and resources useful to pursuit teams, including collateral, white papers, and thought leadership.
Review and reconcile charges on firm-issued purchasing cards promptly and accurately.
Serve as the primary CRM database support resource for the local market and/or industry; support user training and adoption, data capture, reports, dashboards, and standard national intake requests.
Complete specialized training and perform CRM functions and tasks assigned to the growth support team; follow data-integrity policies and procedures.
Review pursuit deliverables for brand and risk compliance and document quality; complete proposal training and prepare pursuit documents as capacity allows.
Participate in discussions and activities with focused industry, line-of-business, or local-market growth teams.
Collaborate with growth support leaders, team members, other ESS subfunctions, and internal client service teams to meet business needs.
Manage time proactively, balance multiple tasks and projects, and perform other duties as assigned.
Work collaboratively with the growth support supervisor or manager to provide enterprise-wide support, particularly during peak periods.