PE Sales Research Analyst 1

TheUSI PE Sales Research Analystpositionis responsibleforenablingrevenuegrowthfortheNorthAmericanSales organization.This positionworks closely with PE Coordinator & National Client Engagement Analysts, Managers and Team Leads.The role is critically important as it provides essential and timely information to support RSM's PE Business Developers with targeted data to support growth.

Essential Duties

• Schedule and prioritize data projects requested by the PE Coordinator and PE Business Development team in U.S.
• Ensure data projects meet requirements and are completed on schedule.
• Data projects will primarily consist of:

Research:

Research & Account Plan Development: Using external and internal tools, the data analyst 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 : The data analyst 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 data analyst may need to work with the Client Engagement and Business Developer to ensure completeness and accuracy.

Reporting: The data analyst will be responsible for providing regular reporting (weekly / monthly) and providing analysis related to pipeline opportunities and revenue for the accounts supported by the PE Business Development Team in the U.S. 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 growth

Other Data Analytic Tasks (On Request)

• 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)