Client Engagement Analyst 1

• 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:

• 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

• 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.

• 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.

• 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.

• 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)

• 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)