Job Description

The RSM USI Client Engagement Analyst position is responsible for enabling sales and revenue growth for the North American Sales organization. This includes providing strategic account insight through detailed research of strategic accounts and managing data to enable accurate pipeline and revenue reporting. This position will work closely with the RSM-US Client Engagement team. The role is critically important as it provides essential and timely information to support RSM's premiere accounts across multiple industries. Essential Duties Schedule and prioritize account projects as requested by the RSM-US Client Engagement team. Ensure data projects meet requirements and are completed on schedule. Projects will primarily consist of: Account Plan Development : Using external and internal tools, the USI Client Engagement Analyst 1 will research and gather information to create account plan templates. Information will include, but will not be limited to, the following: Company overview, background, recent news and information releases Industry overview Competitor analysis History of RSM services provided to account Internal and external relationship mapping using CRM and LinkedIn Navigator tools, and continuously monitoring executive changes. Yearly refresh of account plans and strategies CRM Maintenance (Sales Data and Reporting): The USI Client Engagement Analyst 1 will assist in maintaining the accuracy of CRM records related to the accounts supported by the Client Engagement team. Ensure RSM account team roles are accurate. Maintain current contacts and identify additional contacts at companies where appropriate. Maintain account connections. Review CRM for duplicate accounts (prospects, etc.) and work with account teams to correct or merge where appropriate. All opportunities are up-to-date and entered accordingly. The USI Client Engagement Analyst 1 may need to work with the Client Engagement and Business Developer to ensure completeness and accuracy of opportunity pipeline. MDM Maintenance (Revenue Data and Reporting): The USI Client Engagement Analyst 1 will assist in maintaining the accuracy of MDM connections related to the accounts supported by the Client Engagement team to ensure proper capture of all revenue for strategic accounts. Reporting: The USI Client Engagement Analyst 1 will be responsible for providing regular reporting (weekly / monthly) and providing analysis related to pipeline opportunities and revenue for the accounts supported by the RSM-US Client Engagement team. This will include: Creating and running pipeline reports in Microsoft Dynamics 365 CRM Gathering revenue information on a monthly basis from PowerBI and creating reports to demonstrate account growth. Other Special Projects (As Requested) Participate in special projects, ad-hoc requests and other initiatives relating to internal account operations, process improvement, relationship management, risk management, and more. Share knowledge, lessons-learned, and leading practices for collaboration purposes and to achieve efficient support across the CE team. Performs other duties as assigned. EDUCATION/CERTIFICATIONS Bachelor's Degree in an analytical field (e.g., Math, Physics, Engineering, Computer Science, etc.) and 2+ years of experience working in a data related capacity, or an equivalent combination of education and experience TECHNICAL/SOFT SKILLS Analytical and problem-solving skills (Required) Experience with Microsoft Dynamics 365 CRM (Preferred) Experience creating and running reports in Microsoft Dynamics 365 CRM (Preferred) Experience using Zoom Info to gather and enter relevant data in Microsoft Dynamics 365 CRM (Preferred) Experience using LinkedIn Sales Navigator (Preferred) Experience using PowerBI to create and or update reporting (Preferred) Proficient in Microsoft Office suite (Word, Excel, PowerPoint) (Required) Ability to research, analyze, and interpret information required (Required) Ability to work autonomously and be self-motivated (Required) Good client service attitude and responsiveness (Required) Strong understanding of client service, account/project management in a professional services firm (Preferred) EXPERIENCE 2+ years of experience working in a data related capacity, or an equivalent combination of education and experience (Required) Experience with Microsoft Dynamics 365 CRM (Preferred) Experience creating and running reports in Microsoft Dynamics 365 CRM (Preferred) Experience using Zoominfo to gather and enter relevant data in Microsoft Dynamics 365 CRM (Preferred) Experience using PowerBI to create and or update reporting (Preferred)