Sr. Associate

Position: Growth Support Sr. Associate
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 sponsor ships 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.
* 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 sponsor ships ·
* 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…