We are the leading provider of skilled 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 We are RSM the leading provider of professional services to the middle market globally RSM is dedicated to instilling confidence in a world of change empowering our clients and people to reach their full potential Our inclusive culture and exceptional talent drive our success and make us unique The Client Engagement CE team is a global team of professionals within RSM s North American Sales group Client Engagement was established to deliver the full power of RSM to the Firm s most strategic clients CE s play a pivotal role in building and strengthening relationships with RSM s identified key clients and work closely with account leaders business developers and other internal stakeholders to deliver value for our top clients and drive long-term growth opportunities The USI CE Manager 1 will report directly to the USI Pipeline Development Manager 2 and will be responsible for guiding monitoring and leading a team of CE professionals to achieve the USI Client Engagement Team s objectives and deliver on growth goals As the USI CE Manager 1 you will be responsible for creating and inspiring the team environment delegating tasks and setting deadlines overseeing day-to-day operations and motivating USI CE team members The USI CE Manager 1 will work collaboratively with the U S CE Director to ensure coordination appropriate leveraging of resources consistency of approach and effective execution of the CE model playbook to the industry s channels identified key accounts The USI CE Manager 1 will work with the U S CE Director to shape the vision strategy and objectives of the USI Client Engagement Team to deliver value and drive growth to RSM s most strategic accounts Essential Duties Team Leadership The USI CE Manager 1 will be directly responsible for managing and guiding the USI Client Engagement team Responsibilities will include but are not limited to the following Coaching and training USI CE team members Managing day-to-day operations including communicating and providing clear instructions for assignments as needed monitoring productivity and resolving issues Overseeing resource bandwidth and account assignments Participating in growing and hiring new USI CE team members Providing direct feedback on performance of USI CE team members Reporting to the U S CE Director on overall team performance provide updates and contribute to strategic decisions Drive Efficiency Develop Best Practices Operations Documentation The USI CE Manager 1 will be responsible for developing best practices driving efficiencies within the USI CE team and documenting and sharing best practices This may include but not be limited to Developing and maintaining comprehensive documentation for best practices Creating and updating training materials to support onboarding and continuous learning Design and compile playbooks that outline standard operating procedures and workflow Manage and organize team collateral including templates guides and reference materials Facilitate training sessions and workshops to educate team members Reporting The USI CE Manager 1 will be responsible for providing regular management reporting to the U S CE Director as required This will include but not limited to the following Tracking bandwidth of USI CE resources Tracking time sheet reporting and tasks for USI CE resources Providing insight into type quantity of projects supported by USI CE resources Providing insight into growth and revenue reporting as required Strategic Account Growth Support The USI CE Manager 1 will be responsible for independently providing account support to strategic key accounts Responsibilities will include but may not be limited to Account Oversight and Management Research and deliver on-going timely information regarding the client industry and business issues to EAL s BDs and other internal stakeholders Develop tools through SmartSheets and Teams front for collaboration account organization relationship mapping action item tracking and financial performance reporting Coordinate with engagement teams to understand overall project status on-time on budget manage risks escalate issues as appropriate Account Plan Development Using external and internal tools the USI CE Manager 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 Sales Data Maintenance Analysis The USI CE Manager 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 CE Manager 1 may need to work with the Client Engagement team and Business Developer s to ensure completeness and accuracy of opportunity pipeline Revenue Data Maintenance Analysis The USI CE Manager 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 CE Manager 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 duties special projects as assigned requested Minimum Qualifications EDUCATION CERTIFICATIONS Bachelor s Degree in related field e g Business Marketing Sales Computer Science Math etc and 10 years of experience working in a data related capacity or an equivalent combination of education and experience Preferred experience in top-tier firms or corporate environments TECHNICAL SOFT SKILLS Highly proficient in Microsoft Office suite Required CRM experience for sales and or account management application and requirements Required Ability to work autonomously and be self-motivated Required Exceptional verbal and written communication skills Required Exceptional stakeholder management and relationship building skills Required Familiarity working with Workfront to manage projects and team bandwidth Preferred Exceptional ability to plan prioritize multitask and manage a significant workload with exceptional attention to detail Required Proactive and willing to go the extra mile Required Decision making problem solving and creative critical thinking skills Required Strong understanding of client service account project management in a professional services firm Required Comfortable working in a virtual setting and available for Shift 2 2 PM to 11 PM Required EXPERIENCE 10 years experience in account management marketing business development or professional services Required 4 years of experience in a management capacity preferably managing a sales account management team Required Preferred experience in top-tier firms or corporate environments MANAGEMENT SKILLS Demonstrated people management experience Required Ability to assess performance of team members effectively and objectively Required Ability to communicate expectations clearly concisely to team members and holds shared accountability for the results Required Demonstrated ability to achieve personal and team targets Required Ability to gain immediate credibility with junior staff and trust of all staff and key stakeholders Required 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 india html RSM does not tolerate discrimination and or harassment based on race colour 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 Indian Armed Forces Indian Armed Forces Veterans and Indian Armed Forces Personnel status pre-disposing genetic characteristics or any other characteristic protected under applicable provincial employment legislation 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 send us an email at careers rsmus com