Provide advice and guidance to Arootah clients who seek help with their business development needs. This will involve consulting and sharing your experience as an expert in Business Development, or Marketing, helping clients to:   

Develop realistic and effective monthly action plans.   

Identify internal and contextual roadblocks.    

Break apart goals into actionable steps.    

Devise a plan of action for each goal.   

Provide the client with resources associated with implementing their action plan. Implement policies, procedures, and control measures.  

Review, analyze and report on client tools and resources to ensure industry best practices.     

Evaluate each client’s advancement toward goal actualization through key performance indicators (KPIs) and scoring matrices.    

Maintain and share detailed and accurate records of consulting results (challenges, breakthroughs, etc.).    

All aspects of the day-to-day management and oversight of marketing efforts, including the development of marketing decks and collateral material, sourcing leads, practing investment pitches, and coaching our clients to meet their business development needs.       

Develop an efficient and effective strategy for maximizing the resources of the team to meet marketing objectives, including conducting practice presentations, question/answer sessions, mock interviews, and due diligence preparation.    

Help craft the sales narrative around products and organize a communication and marketing plan to attract and retain clients and investors.   

Supervise activity of fund marketing staff through the use of regular meetings and the implementation of sales management reporting tools.    

Train, mentor, and help educate junior staff so that they may develop into highly effective marketers.   

Work closely with internal groups at the firm including senior management, operations, risk management, legal, and compliance to ensure client and regulatory requirements are satisfied and to ensure accuracy of RFP/DDQ responses.     

Assist in the cultivating of relationships and bringing awareness to diverse sources of capital, distribution channels and professional relationships.    

Review all potential financing, seeding arrangements, joint venture and revenue sharing arrangements to ensure industry best practices.    

Serve in a sales consultant capacity to properly identify and target markets, potential investors, coordinate outreach campaigns and help build brand awareness and trust.