MCI-Advisory Associate

Posted 5 Days Ago
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Blue Bell, PA
53K-88K Annually
Entry level
Legal Tech • Other • Professional Services • Business Intelligence • Consulting
The Role
The Advisory Associate will support technology consulting services for mid-market clients, focusing on proposals, sales initiatives, and client satisfaction. Responsibilities include coordinating meetings, managing taskboards, conducting client surveys, and ensuring high-quality deliverables. This role requires strong communication, analytical, and organizational skills while offering a collaborative work environment to contribute to client experience efforts.
Summary Generated by Built In

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.

On this team, you will play a critical role in the growth of technology consulting services into new and existing mid-market RSM global clients in Managed IT Services, Cloud, and Infrastructure (MCI). Reporting to our GTM Manager, you will have diverse responsibilities ranging from product development, sales and marketing support, thought leadership, and operationalizing new capabilities. The ideal candidate has a blend of strategic and executional talents, attention to detail, a sense of curiosity, passion, and patience.

Key Responsibilities

  • Provide support for sales initiatives by creating and maintaining proposal quotes, ensuring that all documents produced adhere to high-quality standards and are consistent with service line guidelines
  • Coordinate meetings with Client Technology Advisors (CTAs) and leadership as necessary to discuss proposals for prospects and client renewals
  • Manage and oversee the Go-to-Market team visual taskboards within DASH, which include tracking prospects, renewals, change orders, terminations, and the various stages of these respective cases
  • Facilitate regular forecasting calls with leadership specific to active opportunities
  • Collaborate with various teams within the MCI practice to ensure the timely delivery of high-quality business deliverables while meeting established deadlines
  • Conduct Client Satisfaction Survey Interviews with appropriate segmented client base
  • Craft deliverable, coordinate debrief meeting with key stakeholders, and relay client feedback and actionable items to leadership and innovation teams
  • Prepare termination memos and initiate the offboarding process, including scheduling internal discussions with the relevant team and Leadership, as well as updating client experience documentation
  • Organize meetings for Client Technology Advisors, ensuring the execution of a planned agenda and effective communication with presenters and guests when necessary
  • Contribute to the Client Experience Working Team by drafting communications that address client insights from all survey platforms
  • Perform other ad hoc duties as assigned or requested
  • Ensure that Continuing Professional Education (CPE) credits are maintained in accordance with RSM requirements

Requirements:

  • Time management skills to manage multiple tasks and responsibilities 
  • Ability to communicate verbally and in writing effectively to all levels of internal stakeholders and clients 
  • Strong attention to detail 
  • Ability to self-direct and take initiative 
  • Strong critical thinking skills 
  • Strong analytical and problem-solving skills
  • Strong organization skills
  • Ability to respond and be adaptable to changing priorities 
  • Ability to escalate with appropriate urgency 
  • Ability to drive work to completion

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.

As an Affirmative Action and Equal Opportunity Employer 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 (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 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 in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM’s background check process, including information about job duties that necessitate the use of one or more types of background checks, click here.

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.

Compensation Range: $53,100 - $88,000

Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.

The Company
HQ: Chicago, IL
16,030 Employees
On-site Workplace
Year Founded: 1926

What We Do

RSM is the leading provider of audit, tax and consulting services to the middle market. With over 11,000 employees across the U.S. and Canada and a global presence in 120 countries, our purpose is to deliver the power of being understood to our clients, colleagues and communities. As first-choice advisors, we are focused on developing leading professionals and innovative services to meet our clients’ evolving needs in today’s ever-changing business environment.

Through a supportive, caring culture, our people are empowered to be their authentic selves and share their unique perspectives. Our culture of diversity and inclusion enhances the insights we provide while transforming innovation, collaboration and business results through fostering an inclusive environment, working hard to engage a talented workforce and reflect our diverse community, and developing relationships that serve others in business and the broader community. Together, our people’s individual talents and diverse perspectives strengthen our teams and enhances the unique insights that we provide to our clients.

Through a supportive, caring culture, our people are empowered to be their authentic selves and share their unique perspectives. Our culture of diversity and inclusion enhances the insights we provide while transforming innovation, collaboration and business results through fostering an inclusive environment, working hard to engage a talented workforce and reflect our diverse community, and developing relationships that serve others in business and the broader community. Together, our people’s individual talents and diverse perspectives strengthen our teams and enhances the unique insights that we provide to our clients.

For more information, visit rsmus.com.

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