Support Specialist Job Denver area,Colorado USA,Business

Position: Growth Support Specialist
Essential Duties

1. Coordinate and support the local market, line of business or industry-focused intentional growth strategy. Support regular cadence of growth meetings:
Coordinate growth meeting schedule. Prepare and distribute agenda and growth documents. Document discussion and action items. Maintain repository of meeting notes and related documents. Monitor activity and progress with team members between meeting cycles. Keep relevant stakeholders apprised of progress. Provide comprehensive support for the customer relationship management (CRM) platform to monitor pipeline, document relationship activity and track due dates.

Perform account, data and various other types of research to support pursuit efforts. Provide ad hoc support as needed for CRM requests, pipeline reports and the development and production of presentations and pursuit documents. Proactively manage time and execute responsibilities.
2. Work directly with market developer or pursuit leader to support the successful execution of market-facing seminars, conferences, meetings and networking events. Responsibilities may include, but are not limited to, the following:
Planning Purchase, coordination and delivery of materials needed on-site Audio visual setup Registrations Post-event wrap-up Coordinates registration and return on investment with various trade and industry groups and local market or industry sponsor ships Keeps abreast of systems, tools and resources that may be beneficial to pursuit teams, such as industry and line of business collateral, white papers and other thought leadership Reviews charges on firm‑issued purchasing card for accuracy and reconciles in a timely manner.
3. Serve as primary resource for CRM database support within the local market and/or industry. Support and encourage the training and adoption of data tools among industry and local market users. Provide assistance capturing account, contact, opportunity and activity data in CRM. Provide assistance with ad hoc pipeline, industry or market data reports and dashboard coordination requests for industry or local market users.

Respond to standard requests from national in‑take portal. Acquire specialized training and be educated on the proper execution of CRM functions and tasks limited to the growth support team. Adhere to firm data integrity policies and procedures. Review pursuit deliverables to monitor brand and risk compliance and adherence to high document quality standards. Have the opportunity to complete proposal training to develop the skills necessary to prepare pursuit documents as capacity allows, leveraging existing templates, text and graphics.

Regularly engage, participate and contribute to group discussions and activities within their focused area such as industry, line of business or local market growth teams. Collaborate effectively with growth support leaders, team members, other ESS subfunctions and other internal firm client service teams to ensure business needs are met. Perform other duties as assigned.

Education

Associate degree or 2+ years of experience in related field

Technical/Soft Skills (Required)

Demonstrates a basic knowledge of tools, resources and technology required with assigned responsibilities Some experience with customer relationship management software
Intermediate Microsoft Office skills, ability to learn programs/software utilized by the firm
Excellent people skills Ability to communicate, effectively with a diverse audience Strong grammar and proofreading skills and experience
Effective organization, prioritization and time management skills and strong attention to detail Ability to prepare presentations, including charts, graphics and tables, speaker notes and handouts, etc. Ability to balance…