Eli R. Email & Phone Number

Boston, Ma, Us

New York, Ny, Us

Working within the National Tax Organization to support client growth for the firm through GTM/sales projects and campaign analysis. -Supporting the development, execution, and tracking of demand generation initiatives (go-to-market campaigns and lead management) in KPMG Tax.-Monitoring and analyzing KPMG CRM (Salesforce) data to optimize efficiencies and maximize revenue potential.-Collaborating with tax SMEs and other internal stakeholders in Marketing, Business Development, Sales Enablement, Training, and Communications.-Supporting and leading department / stakeholder projects.-Documenting and developing firmwide workflow processes.

New York, Ny, Us

Acting as a practice manager and providing administrative/operational support to four tax partners, three managing directors and their teams. Ongoing responsibilities include engagement life cycle coordination and tracking, expense reporting, client billing and revenue analysis, proposal development and client/market research, calendar management, project management, travel and meeting planning, and team/client event planning.

San Francisco, Ca, Us

Executed and developed events, meetings, and DMC tour proposals for inbound RFPs from prospective and existing clients. Developed sales pipeline and managed project/scope creation from initial brainstorm to completion, created budgets and pre-event timelines, sourced local vendors and coordinated with support staff. Assisted sales managers with final delivery/pitch to client, account management and execution upon contracting.

San Francisco, Ca, Us

San Francisco, California, Us

Project: Strictly Business Corporate Luncheon - Managed registration for over 1,000 guests and 100 corporate donors/sponsors. Assisted in the raising $1.3M in sponsorships and donations, most ever raised through optimizing and coordinating pledging system and registration process.

Oakland, Ca, Us

Administered logistical planning and communications for volunteer events, receptions, and lunches; supervised team of 10 volunteers. Fostered organization's goals by designing marketing materials, online content, and website maintenance.

Waltham, Ma, Us

Project: New England Walk to End Alzheimer's - Worked with the Director of Events, Development Associate and all Walk Managers to ensure that quality and event needs were met for ten fundraisers across MA and NH. Executed pre-event logistics, signage preparation and vendor research/ procurement. Managed a small team of volunteers.

Newton, Ma, Us

Coordinated with company staff and agents on various projects, including daily communication and support. Strategically planned company events and property tour logistics. Created marketing materials and campaigns for print and online. Administered sales support and onboarding for DwellAgent (CMS) website users.

Natick, Ma, Us

Project: Annual Sales Conference Registration and Planning - Assisted the director of events in registration for 1,000 attendee conference and planning of smaller social events within the conference. Communicated attendee information to travel agency and managed changes to the event website.