PD Analyst

1 month ago

Gurugram, India RSM Full time

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

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.

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