Growth Support Specialist Senior- Local Market Support

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, inclusive 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 Specialist Senior 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 Specialist Senior is responsible for utilizing firm tools to support growth initiatives, that include but are 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 Specialist Senior demonstrates an elevated ability to independently manage the needs of multiple complex teams and stakeholders. They exhibit a high level of problem-solving and customer service skill.

1. Coordinates and supports local market, line of business or industry-focused intentional growth strategy.

• Supports regular cadence of growth meetings:

• Coordinates growth meeting schedule

• Prepare and distribute agenda and growth documents

• Documents discussion and action items

• Maintains repository of meeting notes and related documents

• Monitor activity and progress with team members between meeting cycles 

• Keeps relevant stakeholders apprised of progress

• Provides comprehensive support for the customer relationship management (CRM)  platform to monitor pipeline, document relationship activity and track due dates.

• Demonstrates elevated CRM skillset to create and provide relationship insights and reporting

• Performs account, data and various other types of research to support pursuit efforts.

• Provides 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.

• Proactively manages time and executes responsibilities with little oversight.

2. Works 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:

• Planning

• Purchase, coordination and delivery of materials needed on site

• AV 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 and share knowledge 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.

3. Serves as primary resource for CRM database support within local market and/or industry.

• Supports and encourages the training and adoption of data tools among industry and local market users.

• Provides assistance capturing account, contact, opportunity and activity data in CRM.

• Provides assistance with ad hoc pipeline, industry or market data reports and dashboard coordination requests for industry or local market users

• Acquires specialized training and is educated on the proper execution of CRM functions and tasks limited to the growth support team.

• Adheres to firm data integrity policies and procedures.

4. Reviews pursuit deliverables to monitor brand and risk compliance and adherence to high document quality standards.

• Has the opportunity to complete proposal training to develop the skills necessary to prepare pursuit documents as capacity allows, leveraging existing templates, text and graphics.

5.Regularly engages, participates and contributes to group discussions and activities within their focus area such as industry, line of business or local market growth teams.

6.Collaborates effectively with Growth Support lea