Account Management Analyst

Job Description

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 Account Management Analyst is responsible for maintaining, targeting, and selling Firm services to existing clients. This is accomplished by “quarterbacking” the entire sales process within assigned accounts (typically 50-100 accounts) through disciplined Account Management practices. These practices include the development of opportunity-specific sales strategy; development of client account expansion plans; and selection of pursuit teams to maintain current Firm revenue/services and identify expansion opportunities. Clients/accounts assigned will typically be a mix of transactional and growth potential single service clients, with the expectation the Account Analyst will begin to expand the number of Firm services provided

Essential Duties

Development and execution of client account plans to take into consideration cross functional service opportunities as well as securing current services/revenue provided to the client.

• Responsible for detailing key decision makers, operating units, and other relevant corporate profile information to aid in the identification of broader relationship opportunities

Achieve stated growth goals through demonstrated knowledge of service offerings, account plan execution and sales process best practices implementation.

Stay abreast of changing service offerings, bundle services across RSM. Develop and maintain a comprehensive network of internal subject matter experts across the spectrum of consulting services.

Develop and maintain a pipeline of client opportunities that meets the North American Sales organization pipeline requirements.

Minimum Qualifications

EDUCATION/CERTIFICATIONS

Bachelor’s degree or equivalent experience preferred.

TECHNICAL/SOFT SKILLS

• Formal sales process training (consultative selling, solution-based selling, complex sales, or related consultative selling approaches required.

• Proficiency in Microsoft Office suite (Word, Excel, PowerPoint) required

• CRM experience for sales and/or account management application and requirements required.

• Ability to develop industry knowledge using Firm data, training and thought leadership.

EXPERIENCE

• A minimum of 2 years of professional services sales and/or account management is required, preferably in a consulting firm/accounting firm environment

LEADERSHIP SKILLS

• Demonstrated ability to lead a comprehensive and often complex sales process involving multiple internal resources and external decision-makers required.

• Leadership in this role is based on influence and subject matter expertise rather than formal leadership roles or reporting lines .

You want your next step to be the right one. You’ve worked hard to get where you are today. And now you’re ready to use your unique skills, talents and personality to achieve great things. RSM is a place where you are valued as an individual, mentored as a future leader, and recognized for your accomplishments and potential. Working directly with clients, key decision makers and business owners across various industries and geographies, you’ll move quickly along the learning curve and our clients will benefit from your fresh perspective.
Experience RSM. Experience the power of being understood.