Business Development Account Management Support

Open
Kunye Financial Inc.
Waterloo, Ontario, Canada
CEO
(2)
3
Project
Academic experience
120 hours per learner
Learner
Anywhere
Intermediate level

Project scope

Categories
Data analysis Financial services Marketing strategy Information technology Databases
Skills
project management body of knowledge (pmbok) methodology marketing account management database development
Details
  • 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.


Deliverables

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.


Mentorship
Domain expertise and knowledge

Providing specialized, in-depth knowledge and general industry insights for a comprehensive understanding.

Skills, knowledge and expertise

Sharing knowledge in specific technical skills, techniques, methodologies required for the project.

Hands-on support

Direct involvement in project tasks, offering guidance, and demonstrating techniques.

Tools and/or resources

Providing access to necessary tools, software, and resources required for project completion.

Regular meetings

Scheduled check-ins to discuss progress, address challenges, and provide feedback.

Supported causes
No poverty

About the company

Company
Waterloo, Ontario, Canada
2 - 10 employees
Technology, Banking & finance
Representation
Minority-Owned Women-Owned Immigrant-Owned Community-Focused

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