Pipeline Development Analyst 1

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.

The Pipeline Development Analyst is responsible for enabling revenue growth for the North American Sales organization. This position works closely with national/regional Pipeline Development Specialists, Team Leads, and managers. The role is critically important as it provides important and timely information to support the highly competitive Pipeline Development engine.

Essential Duties

Develop and deliver data projects upon request submitted by Pipeline Development Specialists, Team Leads, and managers

Data projects will consist of:

Using external and internal tools to gather and enter relevant data in CRM

Identifying additional contacts at companies

Researching companies background and technical architecture

Monitoring companies for relevant changes

Monitoring companies for relevant "information releases"

Enhancing existing dossiers with research

Creating and running pipeline reports in Microsoft Dynamics 365 CRM

Researching industry and vertical markets

EDUCATION/CERTIFICATIONS

Bachelors Degree

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

Experience with Microsoft Dynamics 365 CRM

Experience creating List Bumps and List Pulls in Dynamics 365 CRM

Experience creating and running reports in Microsoft Dynamics 365CRM

Experience using Zoom Info to gather and enter relevant data in Microsoft Dynamics 365 CRM

Experience using LinkedIn Sales Navigator

Proficient in Microsoft Office suite (Word, Excel, PowerPoint)

Ability to research, analyze, and interpret information required

Ability to work autonomously and be self-motivated required

EXPERIENCE

2+ years of experience working in a data related capacity, or an equivalent combination of education and experience

Experience with Microsoft Dynamics 365 CRM

Experience creating List Bumps and List Pulls in MicrosoftDynamics 365 CRM

Experience creating and running reports in Microsoft Dynamics365 CRM

Experience using Zoom info to gather and enter relevant data in Microsoft Dynamics 365 CRM