Opportunity Engagement Set-up Professional

7 days ago

Richardson, Texas, United States KPMG-UnitedStates Full time
About the Role

KPMG-UnitedStates is seeking a highly skilled Associate, Opportunity Engagement Set-up to join our Growth and Strategy organization.

Key Responsibilities
  • Maintain and support assigned opportunities throughout their life cycle, including engagement set-up, obtaining necessary reports, creating quotes/pricing workbooks, informing coordinators of required codes, keeping pursuit teams informed, learning service offerings, identifying and resolving issues, becoming a subject matter resource, and facilitating assessment and evolution processes.
  • Build relationships with pursuit teams and understand their service lines.
  • Maintain all assigned opportunities, directly contributing to pipeline health which includes weekly review of potentially stale opportunities, outreach to appropriate partners and managing directors to obtain updates and update opportunities in Engage/Launchpad.
  • Serve as a subject matter resource for the firm's opportunity, pricing, risk management systems, and deal review boards which include the following systems: ServiceNow, Salesforce, Pricing tool and Client/Engagement Acceptance Set-Up (CLEAS).
  • Participate in developing best practices for the OES team in conjunction with Senior Associate OES, the Manager OES and / or Director of Operations; participate actively in weekly and monthly team calls.
  • Sign-up to support and actively participate in any number of special projects.
Requirements
  • Minimum three years of recent combined experience in any of the following areas: administrative, legal, finance, business development, project management and client service experience; work experience within a professional services firm or similar environment is preferred.
  • Bachelor's degree from an accredited college/university in business, or equivalent experience is required.
  • Experience using internet research tools and database management; proficient in Microsoft Office Suite applications including, Word, Excel, and Outlook; familiarity with software applications and systems of the Firm, including Salesforce, Pricing tool, Sentinel and CLEAS preferred.
  • Strong time management skills and the aptitude to effectively manage stakeholder expectations; highly skilled in critical thinking and analytical problem solving, with a proven ability to tackle complex challenges and offer effective solutions.
  • Exceptional communication, interpersonal, and organizational skills, allowing for proactive task and project management, as well as stakeholder engagement; demonstrated ability to exercise independent judgment in making day-to-day decisions in formulating solutions to problems.
  • Some travel may be required and general workday sometimes exceeds a 9:00am-5:00 pm local time workday, possibly resulting in some weekend coverage.
What We Offer

KPMG-UnitedStates offers a comprehensive compensation and benefits package, including medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG-UnitedStates provides Personal Time Off per fiscal year. Additionally, each year the firm publishes a calendar of holidays to be observed during the year and provides two firmwide breaks each year where employees will not be required to use Personal Time Off.

KPMG-UnitedStates is an affirmative action-equal opportunity employer. KPMG-UnitedStates complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws.

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