BizBridge Business Development Account Management Support

Closed
Main contact
BizBridge.io
Toronto, Ontario, Canada
Randall Baran-Chong
CEO and Investor
(11)
4
Portals
(2)
Project
Academic experience
150 hours of work total
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
Details
  • Support business development, project management, and sales/marketing activities
  • Lead outreach and engagement initiatives with small business owners, professional services providers, and other stakeholders
  • Utilize project management tools, templates, and databases to enhance operational efficiency and track marketing, sales funnels, financial, and account management tasks.
  • Develop and assist in execution of a go-to-market strategy
Deliverables

1. Business Development and Outreach:

  • Outcomes: Increased partnerships and stronger relationships with corporate and employer accounts, leading to expanded opportunities for clients and stakeholders.
  • 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 consultant 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 BMG’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

The global challenges this project addresses, aligning with the United Nations Sustainable Development Goals (SDGs). Learn more about all 17 SDGs here.

Decent work and economic growth

About the company

Company
Toronto, Ontario, Canada
2 - 10 employees
Banking & finance, Business & management, Technology
Representation
Minority-Owned BIPOC-Owned Community-Focused

With over 70% of small and medium enterprises changing ownership over the next 10 years in North America, we leverage our expertise and technology to build the bridge between business owners and new generations of ownership and wealth. Our human-and-AI guided process elevates the speed and chances of deal closure and transition success through enhanced marketing techniques, intelligent buyer-seller matching, and support along the entire deal journey.

We believe that ownership is the true path to wealth - empowering individuals, reducing inequality, and strengthening communities.