Business Development Account Management Support

Fermé
Kunye Financial Inc.
Waterloo, Ontario, Canada
CEO
(2)
4
Projet
Parcours académique
120 heures de travail au total
Apprenant.e
N'importe où
Niveau Intermédiaire

Portée du projet

Catégories
Analyse des données Services financiers Marketing strategy Technologie de l'information Bases
Compétences
project management body of knowledge (pmbok) methodology marketing account management database development
Détails
  • Support business development, project management, and financial administration activities for Kunye Financial.
  • Lead outreach and engagement initiatives with corporate partners, and community organizations to foster partnerships and business growth.
  • Utilize project management tools, templates, and databases to enhance operational efficiency and track marketing, financial, and account management tasks.


Livrables

1. Business Development and Outreach:

  • Outcomes: Increased partnerships and stronger relationships with corporate and consumers, leading to expanded opportunities Kunye Financial.
  • Deliverables:
  • Developed business relationships with a minimum of 3 new corporate or government partners.
  • Weekly outreach reports summarizing engagement efforts and progress.

2. Project and Financial Management:

  • Outcomes: Enhanced operational efficiency through the use of project management tools, effective budget tracking, and timely invoicing.
  • Deliverables:
  • Regularly updated project management templates for tracking tasks, budgets, and timelines.
  • Monthly financial reports with accurate budget tracking and invoicing records.

3. Marketing and Social Media Engagement:

  • Outcomes: Improved visibility and engagement on digital platforms, leading to a stronger brand presence and outreach efforts.
  • Deliverables:
  • Bi-weekly social media content planning and execution (posts, campaigns).
  • Marketing reports tracking engagement metrics and social media reach.

4. Administrative and Client Support:

  • Outcomes: Efficient handling of administrative tasks such as correspondence, report generation, and database management.
  • Deliverables:
  • Organized client and enterprise customer inquiry logs.
  • Weekly updates on database maintenance and document management.

5. Proposal Writing and Reporting:

  • Outcomes: Timely and accurate creation of business proposals, reports, and other documentation to support Kunye Financial's projects and initiatives.
  • Deliverables:
  • At least two proposals developed for business development or community partnership opportunities.
  • Monthly progress reports summarizing key achievements and areas for improvement.


Mentorat
Expertise et connaissances du domaine

Fournir des connaissances spécialisées et approfondies et l'industrie générale des idées pour une compréhension globale.

Compétences Connaissances et expertise

Partager des connaissances sur des compétences techniques spécifiques, des techniques, méthodologies requises pour le projet.

Assistance pratique

Implication directe dans les tâches du projet, en offrant des conseils et démonstration de techniques.

Outils et/ou ressources

Donner accès aux outils, logiciels et ressources nécessaires pour la réalisation du projet.

Réunions régulières

Enregistrements programmés pour discuter des progrès, relever les défis et fournir des commentaires.

Causes prises en charge

Les défis mondiaux auxquels ce projet s'attaque, en accord avec les objectifs de développement durable (ODD) des Nations unies. En savoir plus sur les 17 ODD ici.

No poverty

À propos de l'entreprise

Entreprise
Waterloo, Ontario, Canada
2 - 10 employé.es
Technology, Banking & finance
Représentation
Entreprises appartenant à des minorités Propriété des femmes Propriété des immigrés Axé sur la communauté

At Kunye, our mission is to secure the financial well-being of geographically dispersed families through borderless financial collaboration.