Client Engagement Manager

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, 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 Client Engagement (CE) team is a global team of professionals within RSM’s North American Sales group. Client Engagement was established to deliver the full power of RSM to the Firm’s most strategic clients.  CE’s play a pivotal role in building and strengthening relationships with RSM’s identified key clients and work closely with account leaders, business developers and other internal stakeholders to deliver value for our top clients and drive long-term growth opportunities. 

The CE Manager will report directly to the CE Director and will be directly responsible for collaborating with strategic account team leaders, including Enterprise Account Leaders (EALs), Business Developers (BDs) and Relationship Leaders (RLs) to shape the vision, establish priorities, set strategic direction, and coordinate efforts among each of the functional areas involved in the strategic account, as well as ensuring a high level of service for identified strategic accounts.  The CE Manager will work closely with EALs, BDs, and RLs on account planning and key projects to ensure coordination, consistency of approach across the account and effective execution of the strategic account plan.   As a CE Manager, you will be responsible for participating in CE Team operational and brainstorming activities, documenting and sharing best practices and acting as mentor and coach to new team members.

Strategic Account Support

The CE Manager will be responsible for collaborating with Enterprise Account Leaders (EALs), Business Developers (BDs), and Relationship Leaders (RLs) to deliver account support which will strengthen relationships and drive growth opportunities.  Responsibilities will include, but are not limited to, the following:

• Account Strategy and Planning:

• Collaborate with EALs, BDs and other key internal stakeholders to enable and drive the development of strategic account plans that are aligned with the client’s business objectives. 

• Document the strategic account plan and take the lead role in driving execution of the plan and ensuring the completion of all key action items.

• Client Relationship Management:

• Perform detailed research of the client and industry and build a deep understanding of the client’s needs, challenges and goals.

• Research and document relationships within the account and utilize LinkedIn Navigator to identify opportunities to expand relationships with the client and drive growth.

• Identify relevant marketing events, programs and thought leadership and share with the internal team to build and nurture existing relationships and develop new relationships.

• Account Oversight and Management:

• Research and deliver on-going timely information regarding the client, industry and business issues to EAL’s, BDs, and other internal stakeholders.

• Develop tools through SmartSheets and Teams for collaboration, account organization, relationship mapping, action item tracking and financial performance reporting.

• Coordinate with engagement teams to understand overall project status (on-time, on budget), manage risks, escalate issues as appropriate.

• Business Development:

• Identify new business opportunities within existing accounts.  Bring relevant opportunities and information from RSM subject matter experts to the EALs, BDs and other internal stakeholders as appropriate.

• Coordinate and support proposal development as needed.

• Support business development pipeline coordination.

• Financial Reporting / Monitoring:

• Ensure all relevant data is connected to CRM and MDM for accurate pipeline and revenue reporting.

• Monitor pipeline and revenue growth targets. 

• Monitor WIP and Accounts Receivable to ensure timely billing and collection of revenue.  Escalate issues within the internal account team.

• Stakeholder Coordination:

• Establish regular meeting cadence with EALs, BDs, RLs and other internal stakeholders to facilitate internal collaboration that drives strategic growth initiatives. 

• Coordinate opportunity-driven conversations with service line/industry leads and/or clients based on new opportunities or potential new areas for growth.

• Establish regular meeting cadence with account team and client, as appropriate, and coordinate agenda and collateral for meetings.

Team Mentorship

The CE Manager will be responsible for mentoring, coaching and pairing with both new and junior team members to provide practical, hands-on knowledge of the key account support methodology and tools utilized by the CE Team to deliver excellence in supporting RSM’s most strategic accounts. 

Responsibilities will include, but are not limited to, the following:

• Assisting in onboarding and training of new and more junior CE team members

• Involving new and/or junior team members into existing accounts to demonstrate the CE account support methodology.

• Be available and accessible to new and/or junior CE team members to answer questions and provide support as asked or required to ensure best development of new and/or junior CE team members.

• Review of work product, where appropriate.

• Share best practices.

Best Practice / Operations Documentation

The CE Manager will be responsible for participating in CE Team operational and brainstorming activities as well as documenting and sharing best practices, as needed.  This may include, but not be limited to:

• Developing and maintaining comprehensive documentation for best practices

• Creating and updating training materials to support onboarding and continuous learning

• Design and compile playbooks that outline standard operating procedures and workflow

• Manage and organize team collateral including templates, guides and reference materials

• Facilitate training sessions and workshops to educate team members

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/working-at-rsm/benefits.

All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; 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 US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. 

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 call us at 800-274-3978 or send us an email at [email protected].

RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.

RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.

At RSM, an employee’s pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.