Account Management Analyst 1

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.

We are RSM, the leading provider of professional services to the middle market globally. For nearly 100 years, we have been dedicated to instilling confidence in a world of change, empowering our clients and people to reach their full potential. Our inclusive culture and exceptional talent drive our success and make us unique.

client service success

Join us to thrive in an inspiring environment that empowers both personal and professional growth. At RSM, there’s no one like you, and that’s why there’s nowhere like RSM.

Key Responsibilities

Client Relationship & Renewal Management

• Serve as the primary point of contact for client renewals, subscription management, and inquiries, ensuring high satisfaction and retention.
• Own end-to-end renewal processes for Boomi (or similar integration platforms), including contract negotiations, pricing adjustments, and alignment with client goals.
• Collaborate with Account Managers, Customer Success, and Support teams to address client issues and identify upsell/cross-sell opportunities.

Data Analysis & Strategic Insights

• Analyze client usage data, performance metrics, and trends to generate actionable insights for retention and growth
• Prepare data-driven presentations (e.g., QBRs, renewal reports) with tailored recommendations.
• Maintain accurate CRM records and identify risks/opportunities

Operational Excellence

• Streamline renewal and account management processes to improve efficiency and reduce churn.
• Support client meetings with agenda preparation, follow-ups, and documentation.
• Leverage automation tools to scale high-value engagements across accounts.

Strategic Growth

• Partner with Account Managers to develop strategies for long-term client partnerships.
• Stay updated on Boomi product enhancements, industry trends, and competitor insights.
• Collaborate with Boomi’s partner ecosystem (e.g., system integrators, resellers) to drive revenue.

Key Areas of Value and Impact

• Revenue Retention & Growth

  : Drive renewals, reduce churn, and identify expansion opportunities.

• Client Trust

  : Deliver exceptional service to strengthen long-term partnerships.

• Operational Efficiency

  : Optimize processes for scalability and productivity.

Ideal Candidate Profile

Experience:

• 2–5 years in account management, renewals, customer success, or operations (software/SaaS, professional services, or IT preferred).
• Proven track record in meeting/exceeding renewal quotas and managing subscription-based contracts.
• Familiarity with Boomi or similar integration platforms is a plus.
• Experience with CRM, data analysis tools (e.g., Excel, Power BI), and Microsoft Office.

Skills:

• Renewals Expertise

  : Ability to negotiate contracts, communicate price increases, and mitigate churn.

• Analytical Mindset

  : Strong data interpretation skills to derive client insights.

• Collaborative

  : Work cross-functionally with sales, support, and success teams.

• Process-Oriented

  : Attention to detail with a focus on scalable, efficient workflows.

• Adaptable

  : Thrives in fast-paced environments and manages shifting priorities.
• Comfortable working in a virtual environment and available for Shift 2 (2 PM to 11 PM).

Qualifications:

• MBA or Master’s degree in a relevant field.
• Basic understanding of financials, SaaS sales cycles, and presales processes.

Why Join Us?

• Global Impact:

  Work with international clients across diverse industries, delivering high-value services worldwide.

• Investment in Talent and Infrastructure:

  RSM invests in state-of-the-art facilities and offers opportunities to talent from Tier II cities, ensuring a collaborative, dynamic, and inclusive work environment.

• Rapid Expansion of USI:

  Join a firm with ambitious growth plans, aiming to grow its USI team to 5,000 by 2026.

• Career Growth:

  Access continuous learning, mentorship, and global mobility opportunities to advance your career.

• Purpose-Driven Work:

  Make a tangible impact on clients’ businesses while being recognized with competitive pay and rewards.

• Innovative Culture:

  Collaborate in a forward-thinking, data-driven environment using cutting-edge tools and technologies.

• Inclusive Workplace:

  Be part of a diverse, supportive team rooted in RSM's "Five C's": Caring, Curious, Collaborative, Courageous, and Critical Thinkers, ensuring a nurturing and empowering work environment.

• Future-Ready Skills:

  Lead digital transformation initiatives, leveraging AI and automation to drive innovation.

• Commitment to Employee Satisfaction:

  RSM is committed to achieving high employee satisfaction and focuses on client satisfaction and retention, ensuring a positive work experience and contributing to the firm's success.