Growth Support Specialist

About the role

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. As a Growth Support Specialist, you’ll collaborate with pursuit leaders, market development teams, and business development professionals to support local market, line of business, and industry intentional growth activities.

The role involves utilizing firm tools to support growth initiatives, including 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. With guidance, you’ll manage the needs of your teams and stakeholders with proficient time management, problem-solving, and customer service skills.

Responsibilities

• Coordinate and support the local market, line of business, or industry-focused intentional growth strategy.
• Support the regular cadence of growth meetings:
  • Coordinate growth meeting schedules.
  • Prepare and distribute agendas and growth documents.
  • Document discussion and action items.
  • Maintain a 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.
• Perform account, data, and various other types of research to support pursuit efforts.
• Provide ad hoc support for CRM requests, pipeline reports, and the development and production of presentations and pursuit documents.
• Proactively manage time and execute responsibilities.
• Work directly with market developers or pursuit leaders to support the successful execution of market-facing seminars, conferences, meetings, and networking events. Responsibilities may include:
  • Planning, purchase, coordination, and delivery of materials needed on-site.
  • Audio-visual setup.
  • Registrations.
  • Post-event wrap-up.
• Coordinate registration and return on investment with various trade and industry groups and local market or industry sponsorships.
• Keep abreast of systems, tools, and resources beneficial to pursuit teams, such as industry and line of business collateral, white papers, and other thought leadership.
• Review charges on firm-issued purchasing cards for accuracy and reconcile in a timely manner.
• Serve as the primary resource for CRM database support within the 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.
• Assist with ad hoc pipeline, industry, or market data reports and dashboard coordination requests.
• Respond to standard requests from the national intake portal.
• Acquire specialized training and education 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.
• Complete proposal training to develop skills necessary to prepare pursuit documents, leveraging existing templates, text, and graphics.
• Regularly engage, participate, and contribute to group discussions and activities within your 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 internal firm client service teams to ensure business needs are met.
• Perform other duties as assigned.

Requirements

• Associate degree or 2+ years of experience in a related field.
• 1 to 3 years of relevant experience in a related field or area.
• Demonstrated experience managing multiple projects of low to moderate risk.
• Ability to interact with multiple levels of leadership.

Skills

• Basic knowledge of tools, resources, and technology required for assigned responsibilities.
• Some experience with customer relationship management (CRM) software.
• Intermediate Microsoft Office skills; ability to learn programs/software utilized by the firm.
• Excellent people skills and ability to communicate effectively with a diverse audience.
• Strong grammar, proofreading skills, and experience.
• Effective organization, prioritization, and time management skills with strong attention to detail.
• Ability to prepare presentations, including charts, graphics, tables, speaker notes, and handouts.
• Ability to balance multiple tasks and projects.

Leadership Skills

• Cultivates a safe environment to ask questions, share innovative ideas, and make suggestions.
• Provides relevant and timely performance feedback to others, both positive and constructive.
• Provides peer-to-peer collaboration and guidance.
• Helps build a diverse and inclusive culture in the workplace.
• Responds positively to changing circumstances, seeks and implements change to drive business improvement, and serves as a model of the change.
• Works collaboratively with the growth support supervisor/manager to provide support across the enterprise, particularly during peak times.

Schedule

There is an expectation that your first ninety days of employment will be in-office five (5) days per week. After those 90 days, you will have the ability to work a hybrid schedule, minimally with three (3) days in-office.

Pay

Compensation Range: $46,100 - $73,700.

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 maintaining your ability to serve clients. Learn more about our total rewards.