Job Description The Senior Account Executive will join a dynamic team to support the account management and development for North America's lead supplier of seafood products. This individual will be a self-start with excellent interpersonal skills to optimize existing as well as new client relationships. Responsibilities include but are not limited to: Responsibilities: Work with sales team to identify upcoming trade shows and call down leads lists to unearth qualified leads and set appointments for account executives Daily work within and updating our CRM system (Infusionsoft) Track a robust trade show calendar and accurately and efficiently keep track of timelines for e...
Position Overview: The Employee Benefits Account Executive / Team Lead executes projects that maintain and build on an excellent client experience, including billing assistance, claims assistance, renewal processing, compliance and a broad range of benefits administrative projects. The ideal candidate is highly organized, able to self-manage projects, and capable of managing a team of professionals to drive a consistent, unmatched client experience. Primary Job Responsibilities: Builds and maintains client relationships while meeting specified client retention goals Works closely with Business Development team to onboard new clients, administer carrier/vendor paperwork in a ti...
RESPONSIBILITIES: Assist with the day to day financial accounting, reporting, and internal controls for the five private equity funds and related entities, including: timely and accurate entry posting, account reconciliations, expense tracking Assist with the preparation of timely and accurate monthly close reporting packages and quarterly financial statements of the funds Assist with the preparation of quarterly fund/annual external fund reporting to Limited Partners, including calculation of income allocation waterfalls in accordance with the fund partnership agreements Responsible for all fund entities' cash management and online banking, including: bank depos...