Advisory Opportunity Engagement Set-Up Associate

KPMG US • Houston, TX, US

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Overview

Advisory Opportunity Engagement Set-Up Associate

KPMG is currently seeking an Associate, Opportunity Engagement Set-Up to join our Advisory organization.

Responsibilities

Maintain and support assigned opportunities throughout their life cycle, including engagement set-up, obtain necessary reports, create quotes / pricing workbooks, inform coordinators of required codes, keep pursuit teams informed, learn service offerings; identify and resolve issues, acting as a subject matter resource; facilitate assessment and evolution processes
Build relationships with pursuit teams and work to understand their service lines
Preserve all assigned opportunities, directly contribute to pipeline health which includes weekly review of potentially stale opportunities, outreach to appropriate partners and managing directors to obtain updates and update opportunities in Engage / Launchpad
Serve as a subject matter resource for the firm's opportunity, pricing, risk management systems, and deal review boards including ServiceNow, Salesforce, Pricing tool and Client / Engagement Acceptance Set-Up (CLEAS)
Participate in developing best practices for the Opportunity Engagement Set-Up (OES) team in conjunction with Senior Associate OES, the Manager OES and / or Director of Operations; participate actively in weekly and monthly team calls
Sign-up to support and actively participate in any number of special projects
Act with integrity, professionalism, and personal responsibility to uphold KPMG's respectful and courteous work environment

Qualifications

Minimum three years of recent combined experience in administrative, legal, finance, business development, project management and client service; experience within a professional services firm or similar environment is preferred

Bachelor's degree in business; equivalent experience is required

Proficient in Microsoft Office Suite (Word, Excel, Outlook); familiarity with firm systems including Salesforce, Pricing tool, Sentinel and CLEAS preferred; experience using internet research tools and database management

Strong time management skills and the ability to manage stakeholder expectations; strong analytical problem-solving and critical thinking skills

Exceptional communication, interpersonal, and organizational skills with proactive task and project management; ability to exercise independent judgment in day-to-day decisions

Travel may be required; workdays may extend beyond 9 : 00 am–5 : 00 pm local time, including occasional weekend coverage

Applicant must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future

Details

Seniority level : Associate

Employment type : Full-time

Job function : General Business

Salary and Benefits

KPMG complies with local / state regulations regarding salary ranges where applicable. California salary range : $52,200 – $103,500. KPMG offers a comprehensive compensation and benefits package, including medical and dental plans, vision coverage, disability and life insurance, 401(k), and a robust suite of well-being benefits. Details vary by location and eligibility.

EEO Statement

KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other protected category. No phone calls or agencies please.

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Engagement Associate • Houston, TX, US