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Account Coordinator - SMB

Company: RSM US LLP
Location: Seattle
Posted on: February 22, 2021

Job Description:

Location: Los Angeles, San Francisco, San Diego, or Seattle The Account Coordinator role concentrates on proactive and reactive client coordination relative to license renewals, users adds, etc. They are responsible for a high volume of client accounts/contacts and multiple touch points with various clients each day, and the Account Coordinator is responsible for notifying account relationship leaders and/or business developers of any perceived client expansion opportunities that may become evident through ongoing contact with clients. The Account Coordinator must have a good understanding of the various Microsoft and Intact RSM services being performed at assigned client accounts in order to effectively engage the client related to requests and/or questions the client may have. As such, the Account Coordinator should have a working knowledge of broader RSM services for referral purposes. The Account Coordinator is responsible for maintaining client information and touch points within the firm's CRM system. Responsibilities:

  • Achieve stated renewal goals through proactive client service on renewal of firm services/products such as license renewals, user adds, etc. for assigned client accounts base
  • Follow established processes to ensure touchpoints are occurring at appropriate intervals with the client in order to be proactive meeting their needs
  • Achieve stated growth goals relative to expansion of client services through proactive client service and referrals to appropriate RSM clients servers and/or business developers
  • Support and participate in marketing campaign execution for portfolios including but not limited to:
  • Event coordination including invitations, attendance tracking
  • Marketing follow ups as required
  • Stay abreast of changing service offerings, bundle services across RSM and responsible for thought leadership distribution relevant to portfolio
  • Maintain client contact and data points within RSM CRM system in order to maintain appropriate view into all activity occurring with client base
  • Provide required and necessary ongoing administrative reporting within the firm CRM, essential administrative requirements of the role such as timely and accurate data entry of accounts, contacts, activities and related opportunities and active participation in team and/or firm meetings/calls/events Basic Qualifications:
    • Minimum of 2 years of professional services sales and/or account coordination, preferably in a consulting firm/accounting firm environment
    • Proficient in Microsoft Office suite (Word, Excel, PowerPoint)
    • CRM experience for sales and/or account management application Preferred Qualifications:
      • Previous experience with Microsoft's GP, BC, CE products
      • Previous experience with customer relationship management process
      • Demonstrated ability to manage a portfolio of assigned clients and/or renewal schedules . 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 US. Experience the power of being understood.

        RSM is an equal opportunity/affirmative action employer. Minorities/Females/Disabled/Veterans.
        The Power of Being Understood Audit - Tax - Consulting RSM US LLP is a limited liability partnership and the U.S. member firm of RSM International, a global network of independent audit, tax and consulting firms. The member firms of RSM International collaborate to provide services to global clients, but are separate and distinct legal entities that cannot obligate each other. Each member firm is responsible only for its own acts and omissions, and not those of any other party. Visit for more information regarding RSM US LLP and RSM International.

Keywords: RSM US LLP, Seattle , Account Coordinator - SMB, Other , Seattle, Washington

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