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Clients and Markets Executive Ftc 12 Months

3 months ago

Leeds, Leeds, United Kingdom RSM Full time

As one of the world's largest networks of audit, tax and consulting firms, RSM delivers big ideas and premium service to help middle-market businesses thrive.

We are a fast-growing firm with big ambitions - we have a clear goal to become the premium adviser to the middle market, globally.

This vision touches everything we do, motivating and inspiring us to become better every day.

If you are looking for a firm where you can build a future and make an impact, then RSM is the place for you.


About the role
This a great opportunity to join a dynamic and collaborative team supporting the ongoing growth of the North Regions.


Having a geographic focus, driving for growth, relationship development and enhancing client experience, the Clients and Markets team build local community and implement programs to deepen client and target relationships.

The team leads on implementing and driving account planning that advances relationships with priority clients and targets, evaluates and shapes the delivery of our client experience, and works with the fee earner group to ensure they have the appropriate skills to support work winning and relationship building.


The Clients and Markets Executive will work closely with the Regional Head of Clients and Markets, partners and key stakeholders in the northern regions to deliver a coordinated and best practice approach to our geographical markets.

You will support all service lines to drive targeted relationship development and implement client relationship and strategic regional marketing activities.


Marketing strategy and planning

  • Work with the clients and markets team, local partners, directors and market facing fee earners to deliver the regional growth strategy, plans and budget, with ROI measures and accountability
  • Adopt the role of brand champion, ensuring all regional activities are brand compliant and in support of the firm's communications strategy
  • Ensure regional engagement and follow up of national campaigns, to maximise local impact

Business development

  • Work with a Clients and Markets Manager to support business development activity for a core sector or market segment nationally
  • Undertake research to identify regional targets and support market development activity
  • Support the account planning approach on priority targets in the Northwest and Yorkshire and Northeast regions
  • Support and project manage bids in the region by working with fee earners to produce high quality tender documents
  • Take ownership of key events and activities in the region to promote our specialisms externally. Represent the firm at external and internal events

Geo targeting and community building

  • Support community building in the region, researching and pursuing useful regional thirdparty relationships to enable local community development and positioning.
  • Support fee earners with their individual profile raising through linking in with PR and fully utilising social media

Client experience and advocacy

  • Work with fee earners to undertake client experience activity (client interviews and surveys), ensuring KPI's for the region are met
  • Support client account planning in the region, account managing the regions' priority clients as per client segmentation
  • Support the collation of client case studies and testimonials within the region
  • Ensure fee earners and key stakeholders receive timely feedback from client experience activities, and act on the insight to improve future service delivery

Monitoring and measurement

  • Have a detailed understanding of systems and process to get maximum value from our CRM system MS Dynamics and reporting through Power BI, using the information to improve our activities in the region
  • Review appropriate BD reports to drive engagement in regional and national activities, suggesting new ideas, and work the Regional Head of Clients and Markets to amend plans and strategies as appropriate
  • Identify regional successes and learning points and report back to the Head of Clients and Markets
  • Support the effective usage of MS Dynamics in the region

Key relationship management and communication

  • Develop and maintain relationships with the Partners and Directors and other regional stakeholders and manage their BD goals in a commercial manner
  • Build relationships with the wider marketing and business development team to gain a greater understanding of our services, capabilities and strategies and how they can impact regional activity
  • Attend regional BD meetings and partner meetings, contributing to the agenda where required

Other

  • Other projects as appropriate

Requirements:

  • A proactive individual, looking to strive to continually improve existing processes
  • A relationship marketer, with a focus on driving long term relationships
  • A passion for creating a strong client experience and leveraging feedback to make improvements
  • A commercial approach to regional markets with an interest in l