Growth Support Specialist

RSM•San Francisco, CA

5d•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 materials. With guidance, the specialist manages team and stakeholder needs through effective time management, problem-solving, and customer service. The specialist coordinates growth strategy meetings and related documentation, monitors progress and action items, and provides CRM support for pipeline monitoring, relationship activity, data quality, reports, and dashboards. The role also supports market-facing events and sponsorships, including planning, materials, audiovisual setup, registration, and post-event follow-up. Additional duties include researching accounts and prospects, reconciling purchasing-card charges, reviewing pursuit materials for quality and compliance, collaborating with internal teams, and performing other duties as assigned. The first 90 days of employment are expected to be in-office five days per week. After that period, the position allows a hybrid schedule with a minimum of three in-office days per week.

Requirements

Associate degree or at least two years of experience in a related field.
One to three years of relevant experience in a related field or area.
Some experience with customer relationship management software.
Basic knowledge of tools, resources, and technology required for assigned responsibilities, with the ability to learn firm programs and software.
Intermediate Microsoft Office skills.
Effective people skills and the ability to communicate 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 and demonstrated experience managing multiple low- to moderate-risk projects.
Ability to interact with multiple levels of leadership.
Ability to collaborate, provide peer guidance, respond positively to changing circumstances, and support business improvement.
Ability to work collaboratively with the growth support supervisor or manager and provide enterprise-wide support during peak periods.

Nice To Haves

Proposal training and experience preparing pursuit documents using existing templates, text, and graphics.

Responsibilities

Coordinate and support local market, line-of-business, or industry-focused intentional growth strategies and recurring growth meetings.
Schedule meetings; prepare and distribute agendas and growth documents; document discussions and action items; maintain meeting records; monitor progress; and keep stakeholders informed.
Provide CRM support to monitor pipelines, record relationship activity, track due dates, maintain data quality, and respond to CRM requests.
Conduct account, data, and other research to support pursuit efforts, and assist with pipeline reports, presentations, and pursuit documents.
Support market-facing seminars, conferences, meetings, networking events, and sponsorships, including planning, purchasing and coordinating materials, audiovisual setup, registration, and post-event wrap-up.
Coordinate 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 firm-issued purchasing-card charges for accuracy and reconcile them promptly.
Support CRM training and adoption; assist users with account, contact, opportunity, and activity data; and coordinate ad hoc reports and dashboard requests.
Complete specialized training and perform CRM functions and tasks assigned to the growth support team while following firm data-integrity policies and procedures.
Review pursuit deliverables for brand and risk compliance and document quality; develop proposal-preparation skills and prepare pursuit documents as capacity allows.
Participate in discussions and activities within the assigned industry, line of business, or local-market growth team.
Collaborate with growth support leaders, team members, other ESS subfunctions, and internal client-service teams to meet business needs.
Proactively manage time and execute responsibilities, balance multiple projects, and perform other duties as assigned.