RSM US LLP
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Legal Tech • Other • Professional Services • Real Estate • Business Intelligence • Consulting • Financial Services
Serve as day-to-day engagement manager for private equity fund administration: oversee capital calls, distributions, reporting, audits, waterfall/carried interest calculations, client responses, team development, offshore coordination, onboarding, and quality control while implementing process improvements and using firm fund administration platforms.
Legal Tech • Other • Professional Services • Real Estate • Business Intelligence • Consulting • Financial Services
Lead architecture and vendor selection for RSM's Martech stack: optimize Adobe Customer Journey Analytics, select and implement a CDP, evaluate journey orchestration, define integration patterns, data model, identity resolution, governance, and activation across CRM, analytics, and marketing systems to enable ABM and personalized buyer journeys.
