PE Sales Research Analyst 1

The USI PE Sales Research Analyst position is responsible for enabling revenue growth for the North American Sales organization. This position works 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

• Bachelors Degree in an analytical field (eg, 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)