Sales Development Associate 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.

Overview

The Sales Development Associate is an essential member of the Inside Sales team, responsible for generating early-stage pipeline through proactive outbound outreach and collaboration with other Business Development resources and service-line teams. This role emphasizes professional growth and provides a structured pathway into more senior Business Development roles or Account Management roles.

Key Responsibilities

Outbound Prospecting & Outreach

• Conduct outbound outreach via phone, email, social channels, and intent-based tools.
• Conduct effective business and technical discovery sessions to articulate a clear, tailored value proposition.
• Adhere to Inside Sales Rules of Engagement (ROE) and CRM pre-outreach requirements.

Pipeline Generation

• Schedule introductory meetings for Business Development Directors, Business Development Managers, Account Managers/Executives, and Business Development Senior Associates.
• Maintain high outreach activity levels leveraging CRM and sales engagement platforms.
• Support go-to-market campaigns, webinars, and events with timely follow-up (outbound only).

Collaboration & Communication

• Partner closely with Inside Sales Specialists, Business Development, Practice resources, and Marketing teams.
• Provide clear documentation and notes in CRM to ensure seamless handoff.
• Participate in weekly team huddles, call reviews, and skill-development sessions.

Operations & Reporting

• Update CRM data accurately and consistently.
• Track key metrics (activities, conversions, meetings set, pipeline influenced).
• Suggest process improvements to enhance conversion and efficiency.
• Leverage firm-approved sales tools (e.g., CRM, AI toolsets, relationship mapping, meeting preparation, and analytics) to inform pursuit strategy.

Required Qualifications

• Bachelor’s degree preferred or equivalent work experience.
• Strong verbal, written, and interpersonal communication skills.
• Comfort with high-volume outreach and continuous learning.
• Curiosity and interest in professional services, accounting, or consulting industries.
• Ability to work in a fast-paced, team-oriented environment.

Preferred Skills

• Experience with CRM platforms and sales engagement tools.
• Proficient use of AI toolsets
• Ability to contribute to presentation and proposal preparation.
• Develop lead generation content for campaigns, social channels, and individual pursuits in partnership with Marketing.
• Desire to grow into Business Development roles.

At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at .

RSM does not tolerate discrimination and/or harassment based on race; colour; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender (including gender identity and/or gender expression); sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the Indian Armed Forces; Indian Armed Forces Veterans, and Indian Armed Forces Personnel status; pre-disposing genetic characteristics or any other characteristic protected under applicable provincial employment legislation.

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please send us an email at careers@rsmus.com.