Manager - Deal Advisor

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, 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.

RSM is seeking a highly motivated and experienced Deal Advisor to support our Digital & Data Services (DDS) team. This strategic role supports business development, delivery, and account teams to maximize funding opportunities for our clients. The Deal Advisor will focus on Microsoft funding programs such as MCI (Microsoft Commerce Incentives), Deployment Vouchers and ECIF (End Customer Investment Funding), ensuring alignment with DDS service offerings and client needs.

Key Responsibilities:

• Maximize Microsoft partner incentives, including MCI and ECIF funding.

• Collaborate with the pursuit team (business development, delivery, account management) to recommend appropriate funding programs and licensing structures.

• Manage all aspects of funding details, including claims, SOW templates, timelines, tasks, proof of execution, and reconciliation with consulting projects.

• Coordinate with Microsoft account teams to ensure seamless orchestration across all roles.

• Conduct thorough market research and analysis to support informed deal-making decisions.

• Work closely with internal teams to ensure alignment and successful execution of deals.

• Prepare and present comprehensive deal proposals and reports to senior management.

• Maintain and nurture strong relationships with key stakeholders.

Metrics for Success:

• Achieve a minimum of 30% increase in Microsoft partner incentives and ECIF funding year-over-year.

• Successfully recommend and implement funding programs and licensing structures that result in 10% cost savings or revenue increase.

• Ensure 100% accuracy and timeliness in managing funding details, including claims, SOW templates, timelines, tasks, proof of execution, and reconciliation.

• Maintain a high satisfaction rate among internal teams and key stakeholders.

Required Qualifications and Skills:

• Proven experience in deal advisory, negotiation, or a similar role.

• Strong analytical and problem-solving skills.

• Excellent communication and interpersonal skills.

• Ability to work independently and collaboratively within a team.

• Proficiency in Microsoft Office Suite and deal management software.

Preferred Qualifications and Skills:

• Bachelor's degree in business, Finance, or a related field.

• Knowledge of Microsoft's solution areas and sales process.

• Experience in project management.

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 https://rsmus.com/careers/working-at-rsm/benefits.

All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; 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 US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.

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 call us at 800-274-3978 or send us an email at careers@rsmus.com.

RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.

RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here.

At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.