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How Marketing and Business Development (M&BD) Assistants can shine – Develop knowledge and skills, build personal brand and increase visibility

Red Star Kim

The September PM Forum workshop on “ Professional and Practical Skills for Marketing and Business Development (M&BD) Assistants” was attended by 18 delegates from legal, accountancy, consultancy and actuarial firms. Key points raised here included the need to reflect client interests, to differentiate and the power of niches.

Marketing 130
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Key issues in Marketing and Business Development Planning: Engage, Analyse, Expand, Innovate and Measure

Red Star Kim

Communication and education are required to manage expectations and promote enthusiasm and momentum. There are lots of articles on internal communications, buy-in and stakeholder engagement. For example: Internal communication – Why, how and what (kimtasso.com). 40% Selling (winning new clients). 36% Sort of.

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Private client management and marketing: Business plans, recruitment, assessments and automation (Nov 2023)

Red Star Kim

Business planning Surprisingly, none of the delegates’ firms had a business plan to drive the growth of the private client team. And 90% didn’t have a marketing plan for private client. However, I do use a number of assessment tools in my coaching and development work. Two tools were provided to assist with this.

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Strategic Account Management

ProlifIQ

The team’s expertise and knowledge help in navigating complex organizational structures, understanding customer dynamics, and building strong relationships with stakeholders. Which key stakeholders are your “champions” and will help you retain the account, or even grow it? But where do companies often have gaps?

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15+ Interview Questions for Consultants [+ Sample Responses]

Hubspot Sales

I have a proven track record of helping clients develop practical and sustainable solutions that consider cost-benefit." Based on the data, I identified several areas for improvement, including better communication from leadership, more opportunities for professional development, and a more inclusive workplace culture.

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Feb 03 – Customer Success Jobs

SmartKarrot

First touchpoint for corporate clients and acting as an interface to internal stakeholders. Development and maintenance of all onboarding material for new clients to WTP assistance services. Assist in driving product development and product initiatives in line with product strategy. Apply here: [link].

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Dec 20 – Customer Success Jobs

SmartKarrot

Role: Head of Customer Success Location: Remote, United States Organization: Givelify As a Head of Customer Success, you will collaborate cross-functionally with Marketing, Revenue Operations, and Data Science/Analytics teams to own, develop, and execute strategies to increase customer retention and lifetime value at scale.