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.
RSM US LLP is looking for a dynamic Client Engagement Analyst to join the North American Sales organization. This Client Engagement Analyst performs a variety of duties to support the functions of the Relationship Lead/EAL/Business Developer and their team members. This includes conducting research, managing and tracking team assignments for account plans, managing internal update communications, preparing for and facilitating internal meetings, and providing reporting to management as needed.
Performs the following in support of the Relationship Lead/EAL/Business Developer and the success of the overall account:
- Creates and owns communications across the RSM teams related to status of engagements, learnings, challenges and keeping all stakeholders up to date in real time
- Building the account relationship review book for the meetings
- Completing various other activities necessary for meeting preparation
- Tracking of the pipeline, wins and losses
- Providing the Relationship Lead/EAL/Business Developer with intelligence about other service providers serving the account
- Building a direct relationship with the PE firm as a facilitator resource
- Creating relationship development plan (Growth Platform) and communicating to the team
- Researching and organizing appropriate social and entertainment options relevant to the private equity firm to help strengthen and maintain the relationships (including meetings, events, golf, dinners, need to contribute to fundraisers important to key players at the firm, etc.)
Responsible for the following, with little supervision:
- Collaborates with cross-functional stakeholders to translate business problems into information and solutions.
- Researches and delivers information about targeted private equity funds, other organizations, industries, and business issues to practice professionals, business developers and marketers on an ongoing basis for assigned accounts.
- Sharing best practices and updates across Relationship Lead/EAL/Business Developer for the teams to consider
- Creating and working with advanced spreadsheets using PivotTables
Works with the identified Relationship Lead/EAL/Business Developer to effectively:
- Document the account penetration strategy and relationships across Private Equity and/or complex (EAL) prospect and/or client companies to build a business pipeline in the market
- Organize and lead efforts for opportunity management, marketing services and events to increase brand awareness in the market and local business development
- Assist in coordinating business development pipelines
- Provide financial analyst support, including acquiring, reviewing, and interpreting financial data
- Collaborate with local business partners to define and communicate marketing opportunities and help ensure alignment with relevant marketing events and programs
Performs other duties as assigned.
EDUCATION/CERTIFICATIONS
- Bachelor’s degree in related field or equivalent experience required.
TECHNICAL/SOFT SKILLS
- Intermediate to Advanced Microsoft Office Skills required.
- Ability to communicate both verbally and written with diverse audiences required.
- Demonstrates a working knowledge of the technology tools required within assigned responsibilities required.
- Effective organization and time management skills required.
- Ability to manage multiple tasks required.
- Strong attention to detail required.
- Ability to initiate, build and maintain effective personal relationships with a variety of individuals required.
- Strong research and analytical skills required.
- Ability to work in a fast-paced team environment with minimal supervision required.
- Advanced Microsoft Office skills preferred.
EXPERIENCE
- Affinity for technology required.
- Understands project management methodologies required.
- Proven experience in operational business process improvement required.
- Previous experience in professional services preferred.
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.
As an Affirmative Action and Equal Opportunity Employer 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 (including gender identity and/or gender expression); 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 in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM’s background check process, including information about job duties that necessitate the use of one or more types of background checks, click here.
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: $59,600 - $99,000
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
