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 Front Office Transformation Senior Associate supports client engagements focused on improving sales, service, customer success, revenue operations, and customer experience functions. This role is responsible for driving workstream execution, facilitating client discussions, developing practical recommendations, and managing consultants through day-to-day delivery. The ideal candidate brings strong consulting fundamentals, front office business process knowledge, and the ability to translate client needs into actionable solutions.
Key Responsibilities
- Lead workstreams within front office transformation projects, including current-state assessment, future-state design, process improvement, and implementation readiness.
- Facilitate client workshops, stakeholder interviews, and working sessions to gather requirements, validate findings, and align on recommended solutions.
- Develop client-ready deliverables, including process maps, operating model recommendations, roadmaps, business cases, status updates, and executive summaries.
- Support transformation initiatives across areas such as lead-to-cash, CRM transformation, revenue operations, customer lifecycle management, sales enablement, customer success, and service operations.
- Coordinate project activities, timelines, risks, dependencies, and action items to keep workstreams on track and ensure quality delivery.
- Partner with functional and technical teams to ensure business requirements are clearly documented and aligned to intended outcomes.
- Coach consultants and senior consultants by providing day-to-day guidance, reviewing work products, and supporting professional development.
- Contribute to proposal support, solution development, reusable assets, and practice growth initiatives as needed.
- Front Office Transformation Delivery will include supporting clients across one or more of the following areas:
- Lead-to-Cash Transformation
- Revenue Operations (RevOps)
- Customer Lifecycle Management
- Sales Process Optimization
- Commercial Operating Model Design
- CRM Transformation
- Sales Enablement
- Revenue Lifecycle Management
- Customer Success Transformation
- Service Operations Optimization
Required Qualifications
- 2+ years of consulting, business transformation, operations improvement, revenue operations, commercial strategy, CRM, customer success, or related front office experience.
- Experience supporting or leading transformation workstreams from discovery through design, planning, and implementation readiness.
- Strong understanding of front office business functions such as sales, marketing, customer success, service, revenue operations, and commercial operations.
- Ability to analyze business processes, identify gaps, develop recommendations, and connect improvements to measurable business outcomes.
- Strong communication, facilitation, presentation, and stakeholder management skills.
- Experience managing deliverables, priorities, timelines, risks, and project team coordination in a client service environment.
- Ability to coach junior team members and review deliverables for accuracy, clarity, and quality.
- Bachelor’s degree
- Ability to travel up to 50% of the time
Preferred Qualifications
- Experience with CRM, sales enablement, CPQ, revenue intelligence, service, or customer success platforms such as Salesforce, Microsoft Dynamics 365, HubSpot, ServiceNow, or similar tools.
- Technology, software, SaaS, recurring revenue, or high-growth business model experience.
- Experience supporting RFPs, proposals, pursuit materials, or go-to-market offerings.
- Familiarity with AI-enabled productivity tools, automation
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: $81,400 - $153,500
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
