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, 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 proposal specialist senior is part of a national team that collaborates with pursuit leaders to produce brand- and risk-compliant proposals, pursuit deliverables and other documents. This position also serves as an industry-specific resource to the team and will also be responsible for occasional peer-to-peer training.
1. Coordinate with pursuit leaders, business developers and other internal team members to prepare and produce pursuit documents.
- Prepare pursuit documents leveraging existing text and graphics using multiple databases and resources.
- Review pursuit deliverables to monitor brand and risk compliance and quality assurance standards while ensuring adherence to Associated Press and RSM guidelines.
- Serve as a resource to others within the team and within the firm for proofreading and editing to ensure proposal documents, bios and other pursuit materials adhere to firm brand and risk guidelines. · Project manage pursuit to coordinate version control, edits and meet deadlines.
- Keep abreast and knowledgeable of firm thought leadership.
- Ensure that pursuit documents leverage current statistics, graphics and language.
- Create and coordinate delivery of pursuit documents.
- Monitor customer relationship management platform to ensure proposal data is reflected accurately.
- Maintain accuracy of records within the SharePoint request database.
2. Talent and team development
- Regularly engage, participate, and contribute to group discussions and activities within their focus area, such as industry or line of business teams.
- Serve as industry-specific resource to growth teams, business developers and internal market development teams.
- Ensure effective support of relationship development and growth strategy by collaborating with ESS growth team leaders, engagement leaders, business developers and pursuit teams.
- Collaborate effectively with growth support leaders, team members, ESS subfunctions and other internal firm client service teams to ensure business needs are met.
3. Peer-to-peer training
- Partner with and coach team members through complex pursuit requests.
4. Perform other duties as assigned.
EDUCATION
- Associate degree or 2+ years of experience in related field
TECHNICAL/SOFT SKILLS
- Demonstrates a working knowledge of tools, resources and technology required with assigned responsibilities
- Proficient with customer relationship management software
- Intermediate to advanced Microsoft Office skills, ability to learn programs/software utilized by the firm and train others as needed
- Ability to communicate, effectively with a diverse audience
- Excellent people skills
- Ability to balance multiple tasks and projects
- Strong grammar and proofreading skills and experience
- Effective organization, prioritization and time management skills and strong attention to detail
- Ability to prepare presentations including charts, graphics and tables, speaker notes and handouts, etc.
EXPERIENCE
- 3+ years of relevant experience in a related field or area
- 1+ years of prior experience managing multiple projects
- Demonstrated experience managing multiple projects of low to moderate risk
- Ability to interact with multiple levels of leadership.
Leadership Skills
- Cultivates a safe environment to ask questions, share innovative ideas and make suggestions; provides coaching on an informal basis
- Provides on-the-job training and directs others to relevant development opportunities
- Provides relevant and timely performance feedback to others, both positive and constructive · Provides peer-to-peer collaboration and guidance
- Provides mentorship and feedback · Helps build a diverse and inclusive culture in the workplace
- Has the ability to respond 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.
- 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, to be confirmed with your Performance Advisor in writing.
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 also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at careers@rsmus.com.
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.
At RSM, an employee’s pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $54,000 - $86,900
