Client Engagement 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. Youll find an environment that inspires and empowers you to thrive both personally and professionally. Theres no one like you and thats why theres nowhere like RSM.

The RSM USI Client Engagement Analyst position is responsible for enabling sales and revenue growth for the North American Sales organization. This includes providing strategic account insight through detailed research of strategic accounts and managing data to enable accurate pipeline and revenue reporting. This position will work closely with the RSM-US Client Engagement team. The role is critically important as it provides essential and timely information to support RSMs premiere accounts across multiple industries.

Essential Duties

• 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 :

Account Plan Development

Using external and internal tools, the USI Client Engagement Analyst 1 will research and gather information to create account plan templates. Information will include, but will not be limited to, the following :

CRM Maintenance (Sales Data and Reporting)

The USI Client Engagement Analyst 1 will assist in maintaining the accuracy of CRM records related to the accounts supported by the Client Engagement team.

MDM Maintenance (Revenue Data and Reporting)

The USI Client Engagement Analyst 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 Client Engagement Analyst 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 :

Other Special Projects (As Requested)

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

EXPERIENCE

At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance lifes demands, while also maintaining your ability to serve clients. Learn more about our total rewards at RSM Careers .

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 .

Locations - IND-HR-Gurugram-HQ27-The Headquarters