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Growth Support Specialist
1 month ago
Job Summary
RSM Global seeks a highly organized and detail-oriented Growth Support Specialist to join our team. This role will support local market, line of business, and industry intentional growth activities, collaborating with pursuit leaders, market development teams, and business development professionals.
Key Responsibilities
• Coordinate and support local market, line of business, or industry-focused intentional growth strategy, including regular cadence of growth meetings
• Prepare and distribute agenda and growth documents, 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
• 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
• Proactively manage time and execute responsibilities
Support Market-Facing Seminars and Conferences
• Plan and coordinate market-facing seminars, conferences, meetings, and networking events, including purchase, coordination, and delivery of materials needed on site
• 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 that may be beneficial to pursuit teams such as industry and line of business collateral, white papers, and other thought leadership
• Review charges on firm-issued purchasing card for accuracy and reconcile in a timely manner
CRM Database Support
• Provide primary resource for CRM database support within local market and/or industry, supporting and encouraging the training and adoption of data tools among industry and local market users
• Provide assistance capturing account, contact, opportunity, and activity data in CRM, as well as assistance with ad hoc pipeline, industry, or market data reports and dashboard coordination requests for industry or local market users
• 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
Education and Experience
Associate's degree or 2 years of experience in a related field, with intermediate Microsoft Office skills, a working knowledge of CRM software, and strong grammar and proofreading knowledge