Growth Support Sr. Associate

RSM•San Francisco, CA

19h•Hybrid

About The Position

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 sr associate 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 sr associate is responsible for mastering firm tools to support growth initiatives, including but 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. The growth support sr associate serves as a mentor to other team members, providing feedback and recognition, exposure, and experiences on-the-job, and "coaching moments" in the flow of work.

Requirements

Associate degree or 2+ years of experience in related field
Demonstrated ability to apply technical/procedural requirements of the position based on knowledge and experience within specialization
Advanced Microsoft Office skills, ability to learn programs/software utilized by the firm
Ability to communicate effectively with a diverse audience both verbally and in writing
Adept at managing multiple tasks and projects
Strong grammar and proofreading knowledge and experience
Effective organization, prioritization and time management skills and strong attention to detail
Demonstrated professional judgement and emotional intelligence
Ability to prepare presentations including charts, graphics and tables, speaker notes and handouts, etc.
Demonstrated ability to impact and influence a diverse population
Excellent people skills
Ability to manage workflow and expectations with team members, as well as provide guidance/training as needed
Proficient with customer relationship management software
4+ years of relevant experience in a related field or area
2+ years of increasing responsibility
1 to 3 years of demonstrated experience managing multiple projects of low to moderate risk
Ability to interact with multiple levels of leadership.
Ability to respond positively to changing circumstances, serve as a model of the change, while having quality-conscious client service, decision making, conflict resolution and critical thinking skills
Demonstrates ability to build trust and provide leadership within team
Provides on-the-job training and directs others to relevant development opportunities
Ability to attract, lead, motivate and retain a team, including providing guidance and feedback
Ability to facilitate discussions with leaders
Ability to lead by understanding team dynamics
Ability to manage at a macro level and identify when a refined approach is necessary
Ability to and analyze the results of programs, projects or assignments
Helps build a diverse and inclusive culture in the workplace by cultivating a safe environment to ask questions, share innovative ideas and make suggestions; provides coaching on an informal basis
Works collaboratively with peer group to provide support across the enterprise particularly during peak times
Works collaboratively with sub-function leadership to provide input and support during the business planning process

Nice To Haves

Experience with project management tool

Responsibilities

Coordinate and support local market, line of business or industry-focused intentional growth strategy.
Support regular cadence of growth meetings: · Coordinate growth meeting schedule. Prepare and distribute agenda and growth documents. Documents discussion and action items
Participate actively in Growth Accelerator Team (GAT) and account team discussions, providing input and suggestions.
Maintain repository of meeting notes and related documents
Monitor activity and progress with team members between meeting cycles.
Keep relevant stakeholders apprised of progress.
Provide comprehensive support for the customer relationship management (CRM) platform to monitor pipeline, document relationship activity and track due dates.
Demonstrate an elevated CRM skill set to create and provide relationship insights and reporting.
Perform account, data and various other types of research to support pursuit efforts.
Provide ad hoc support as needed for CRM requests, pipeline reports and the development and production of presentations and pursuit documents.
Successfully manages complex or cross-disciplinary growth teams such as those that span enterprise, industry or critical and dynamic markets.
Lead projects and initiatives as needed.
Proactively manages time and anticipates needs of stakeholders.
Work 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, the following: · Planning · Purchase, coordination and delivery of materials needed on-site · Audio visual setup · Registrations · post-event wrap-up
Coordinates registration and return on investment with various trade or 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.
Serve as primary resource for CRM database support within local market and/or industry.
Support and encourage the training and adoption of data tools among industry and local market users.
Provide assistance capturing account, contact, opportunity and activity data in CRM.
Provide assistance with ad hoc pipeline, industry or market data reports and dashboard coordination requests for industry or local market users.
Respond to requests, including those of high-technical complexity, from national in-take portal.
Acquire specialized training and be educated on the proper execution of CRM functions and tasks limited to the growth support team.
Adhere to firm data integrity policies and procedures.
Review pursuit deliverables to monitor brand and risk compliance and adherence to high-document quality standards.
Have the opportunity to complete proposal training to develop the skills necessary to prepare pursuit documents as capacity allows, leveraging existing templates, text and graphics.
Serves as a mentor to other team members, providing feedback and recognition, exposure, and experiences on-the-job, and "coaching moments" in the flow of work.
Participates in on-boarding and training as needed
Provides input on the development of training as appropriate.
Provide routine leadership, direction and support for projects teams as assigned, to ensure completion of responsibilities in a timely and accurate manner and escalate issues, when necessary.
Regularly engage, participate and contribute to group discussions and activities within their focused area such as industry, line of business or local market growth teams.
Collaborate effectively with growth support leaders, team members, other ESS subfunctions and other internal firm client service teams to ensure that business needs are met.
Perform other duties as assigned.

Benefits

At RSM, we offer a competitive benefits and compensation package for all our people.
We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients.
Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.

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