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Business Development Account Management Growth

Open Opened on July 10, 2025
Main contact
Savi Finance
Savi Finance
Toronto, Ontario, Canada
Ralph Maamari
Ralph Maamari
Chief Executive Officer
(26)
5
Portals
(1)
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Project
Academic experience
100 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 database development
Details
  • Lead outreach and engagement initiatives with corporate partners, government stakeholders, and community organizations to foster partnerships and business growth. Help Organizations leverage Savi Finance to save time
  • Assist in strengthening Savi's mission by supporting socially-conscious projects, focusing on community impact, diversity, and inclusion. (Ex: Providing Free Savi Licenses to non-profits, student clubs and minority communities!)


Deliverables

1. Business Development and Marketing Outreach :

  • Outcomes:
  • Increased partnerships and stronger relationships with corporate and employer accounts, leading to expanded opportunities for clients and stakeholders.
  • Improved visibility and engagement on digital platforms, leading to a stronger brand presence and outreach efforts.
  • Deliverables:
  • Developed business relationships with a minimum of 3 new corporate or government partners.
  • Weekly outreach reports summarizing engagement efforts and progress.
  • Bi-weekly social media content planning and execution (posts, campaigns).
  • Marketing reports tracking engagement metrics and social media reach.
Mentorship
Domain expertise and knowledge

Providing specialized knowledge in the project subject area, with industry context.

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.

Quality education

About the company

Company
https://financesavi.com
Toronto, Ontario, Canada
11 - 50 employees
Banking & finance, Technology, Education
Representation
Minority-Owned 2slgbtqia+-owned Disabled-Owned Small Business

Track & Optimize all your finances and automate planning through forecasting for the future for significant purchases such as your dream home, car or vacation.

Savi Finance is a Personal Finance Planning SaaS Web Application with a companion Mobile App that helps people build life plans without the need for a financial advisor by democratizing advanced financial concepts in a visually appealing way all while maintaining plan privacy.

Now with Social Insights & Guilt-Free Spend Limits!

With built-in collaboration with friends and family, AI algorithms to generate life plans in a few seconds, broader picture planning to help plan for the long term, and real-time insights from the economy and users in similar demographics, we feel that Savi Finance is the best way to plan and take control of your financial life.