Client and Market Intelligence Associate- Remote Eligible

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 Client and Market Intelligence Associate is responsible for serving the following functions for the Insights Team:

• Market, segment, and client base profiling and related marketing analyses (both internal marketing and reporting systems such as CRM and external databases/syndicated information sources such as Dun and Bradstreet, Pitchbook, Audit Analytics and others as needed).
• Project support for primary marketing marketing analysis (assistance in project execution and related documentation, pulling/formatting data to support internal reporting, ad hoc analysis and recurring profiles).
• Utilize available analysis tools to provide insight through storytelling and BI dashboards to guide marketing decisions for internal stakeholders.

Essential Duties:

• Provide project support and analytical assistance to the firm’s Market Intelligence Director for myriad projects on an “as identified” basis to identify, size, and evaluate opportunities (both marketplace and current client base opportunities)
• Build performance monitoring BI reports to evaluate the success of marketing, communication, and sales programs. Build profiles and reports that drive insights to stakeholders at agreed upon milestones to assist with program optimization and evaluation. Refresh and maintain tools when needed.
• Beyond support of ad hoc or complex analysis, recognize opportunity for efficiency by developing self-help tools and resources and maintaining an understanding of existing resources that support the end-user needs. Recognize opportunity to develop client/market inquiry tools that provide self-help support. Refresh and maintain tools when needed.
• Other duties as assigned.

MINIMUM QUALIFICATIONS:

EDUCATION/CERTIFICATIONS

• Bachelor’s degree or equivalent experience required

TECHNICAL/SOFT SKILLS

Required:

• Expertise with BI Tools (Power BI, Tableau, and Alteryx)
• Proficient with Microsoft Office Applications (Excel, Word, Power Point)

Preferred:

• Experience with database management system languages(SQL, Python)
• Experience with CRM analysis, especially Microsoft Dynamics365 CRM
• Experience with SharePoint

EXPERIENCE

Required:

• Related experience (i.e., Working in a data-driven marketing team, corporate research department, or a client or customer insights team with a marketing research supplier in a client facing role).

Preferred:

• Solid understanding of B2B marketing research tools, techniques and applications (both secondary/syndicated and primary marketing research capabilities and analytics).
• Familiarity with client/customer relationship management (CRM)tools and techniques.
• Familiarity with database tools, applications, and datasets (e.g.Dun and Bradstreet) to drive marketplace and client segment profiling; and opportunity identification and prioritization.

At RSM, we offer a competitive benefits and compensation package for all our people.  We support and inspire you to prioritize your wellbeing by delivering personalized, holistic programming for your physical, emotional, financial and community wellbeing. RSM has a generous time off policy with at least 14 paid holidays, wellbeing days and associate and above access to self-managed time off.  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.

RSM is proud to be an Affirmative Action and Equal Employment Opportunity employer.  We are proud to provide our employees with tools to assist them in being successful in achieving both personal and professional goals. We welcome and support all our employees to thrive in an environment free of discrimination and harassment. As an Affirmative Action and Equal Opportunity Employer all applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment