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Client and Market Intelligence Associate - Remote Eligible

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RSM US LLP

Jul 17

Applications are closed

  • Job
    Full-time
    Junior Level
  • Data

Requirements

  • EDUCATION/CERTIFICATIONS:
  • Bachelor’s degree or equivalent experience required
  • TECHNICAL/SOFT SKILLS:
  • Required:
  • Expertise with BI Tools (Power BI, Tableau, and Alteryx)
  • Proficient with Microsoft Office Applications (Excel, Word, Power Point)
  • Preferred:
  • Experience with database management system languages(SQL, Python)
  • Experience with CRM analysis, especially Microsoft Dynamics365 CRM
  • Experience with SharePoint
  • EXPERIENCE
  • Required:
  • Related experience (i.e., Working in a data-driven marketing team, corporate research department, or a client or customer insights team with a marketing research supplier in a client facing role).
  • Preferred:
  • Solid understanding of B2B marketing research tools, techniques and applications (both secondary/syndicated and primary marketing research capabilities and analytics).
  • Familiarity with client/customer relationship management (CRM)tools and techniques.
  • Familiarity with database tools, applications, and datasets (e.g.Dun and Bradstreet) to drive marketplace and client segment profiling; and opportunity identification and prioritization.

Responsibilities

  • Provide project support and analytical assistance to the firm’s Market Intelligence Director for myriad projects on an “as identified” basis to identify, size, and evaluate opportunities (both marketplace and current client base opportunities)
  • Build performance monitoring BI reports to evaluate the success of marketing, communication, and sales programs. Build profiles and reports that drive insights to stakeholders at agreed upon milestones to assist with program optimization and evaluation. Refresh and maintain tools when needed.
  • Beyond support of ad hoc or complex analysis, recognize opportunity for efficiency by developing self-help tools and resources and maintaining an understanding of existing resources that support the end-user needs. Recognize opportunity to develop client/market inquiry tools that provide self-help support. Refresh and maintain tools when needed.
  • Other duties as assigned.

FAQs

What is the primary role of the Client and Market Intelligence Associate?

The primary role is to serve functions for the Insights Team, including market, segment, and client base profiling, project support for marketing analyses, and utilizing analysis tools to provide insights for marketing decisions.

What are the essential duties associated with this position?

Essential duties include providing project support to the Market Intelligence Director, building performance monitoring BI reports, developing self-help tools for users, and other assigned tasks.

What educational qualifications are required for this role?

A Bachelor’s degree or equivalent experience is required.

What technical skills are necessary for the Client and Market Intelligence Associate position?

Required technical skills include expertise with BI tools (such as Power BI, Tableau, and Alteryx) and proficiency with Microsoft Office applications (Excel, Word, PowerPoint). Preferred skills include experience with SQL and Python, Microsoft Dynamics365 CRM, and SharePoint.

What type of work experience is required for applicants?

Applicants must have related experience working in a data-driven marketing team, corporate research department, or a client/customer insights team in a client-facing role.

Are there preferred experiences that would benefit applicants?

Yes, preferred experiences include a solid understanding of B2B marketing research tools and techniques, familiarity with CRM tools, and familiarity with database tools like Dun and Bradstreet for market profiling.

Is this position eligible for remote work?

Yes, the job is remote eligible.

What is the compensation range for the Client and Market Intelligence Associate position?

The compensation range is $64,200 to $106,700, and individuals selected for the role will be eligible for a discretionary bonus based on firm and individual performance.

What tools and resources might the Client and Market Intelligence Associate need to utilize?

The associate will need to utilize BI tools for analysis, CRM analysis software, database management systems, and various data sources for market evaluation and profiling.

What kind of environment can a new associate expect at RSM?

The environment is described as inspiring and empowering, fostering both personal and professional growth within an inclusive culture.

RSM US LLP

Experience the power of being understood.

Accounting
Industry
10,001+
Employees
1964
Founded Year

Mission & Purpose

RSM is the leading provider of assurance, tax and consulting services to the middle market. With over 13,000 professionals across the U.S. and Canada and a global presence in 123 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 enhance the unique insights that we provide to our clients.

Culture & Values

  • Respect

    Being considerate towards others. We display respect in each interaction with our clients, colleagues and stakeholders.

  • Integrity

    Acting ethically and honestly. We stay true to our values in our decisions, commitments and communications.

  • Team Work

    Working collaboratively and transparently. We cultivate genuine collaboration within our business, in our community and across borders.

  • Excellence

    Being the best in everything we do. We achieve distinction through the quality of our work, standards and operations.

  • Stewardship

    Delivering better results for our clients, people, shareholders and the community. We improve by developing our people, promoting diversity, building our brand and supporting our communities.

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