Account Planning Jobs in Boston, MA

The Hollister Group - Boston, MA, United States

package + bonus! Great benefits (Health / Dental / 401k Match) Exposure to various sides of the company – career growth opportunities Responsibilities: Assist all planning and execution of partner capital

from: linkedin.com - 8 days ago

Loring, Wolcott & Coolidge Trust, LLC - Boston, MA, United States

OneSource software. Review tax returns prepared by colleagues to ensure quality processing. Preparation of Foundation 990-PF returns. Meet with clients and Trustees to present financial and tax planning

from: linkedin.com - 11 days ago

ScanSource Inc - Boston, MA

their accounts' overall health, identifying areas for growth opportunities, and leading the account planning and forecasting activities. Roles and Responsibilities: Business Development: * Manage profitability

from: ScanSource Inc - 10 days ago

firstPRO, Inc - Boston, MA, United States

. • Strategic Account Planning and Management – Critically assessing current client environment and developing strategic plans for each client within assigned account base identifying areas of both opportunity

from: linkedin.com - 14 days ago

Acquia - Boston, MA, United States

+ years of experience in customer marketing, marketing planning, field marketing, event management, and account-based marketing. Strong project management skills and the ability to think strategically. Past

from: linkedin.com - 21 days ago

MassMutual - Boston, Massachusetts

capabilities, cost, speed to market, innovation, and other critical objectives into account Assist Advice & Financial Planning management during idea generation and assessment of new initiatives

from: resume-library.com - 4 days ago

The Planet Group - Boston, MA, United States

of journal entries, asset depreciation schedules, accounts payable, accounts receivable, cash management, check payments, and reconciliation of bank statements and credit cards. Monitoring and planning cash

from: linkedin.com - 21 days ago

Fanning Personnel - Boston, MA, United States

and institutional channels. Responsibilities: Support National Account Managers with Planning efforts, tactical execution of defined sales, marketing and engagement campaigns. Assist with client reports and meeting

from: linkedin.com - 27 days ago

Digitas - Boston, Massachusetts

processes to meet project/business needs and look for ways to improve processes while coaching teams to do the same Oversee annual account planning in regards to holistic team structure and scoping process

from: resume-library.com - 8 days ago

Beacon Hill - Boston, MA, United States

for meetings. Prepare final estate planning letter which includes copies of executed estate planning documents and recommendations for various asset transfers related to trust funding strategy, including

from: linkedin.com - 30 days ago