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 Associate 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

• Identify additional contacts at companies

• Research companies background and technical architecture

• Monitor companies for relevant changes

• Monitor companies for relevant “information releases”o Enhance existing dossiers with researcho Creating and running pipeline reports in Microsoft Dynamics 365 CRMo Researching industry and vertical markets

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EDUCATION/CERTIFICATIONS▪

Bachelor's 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 inMicrosoft 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 anequivalent 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 inMicrosoft Dynamics 365 CRM

At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/india.html.  

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 in the Indian Armed Forces; 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 [email protected].