About Accion 

Accion is a global nonprofit on a mission to create a fair and inclusive economy for the nearly two billion people who are failed by the global financial system. We develop and scale responsible digital financial solutions for small business owners, smallholder farmers, and women, so they can make informed decisions and improve their lives. Through targeted investment strategies, advisory solutions, and expert thought leadership, we work with local partners to develop and scale cheaper, more accessible, and customer-friendly financial solutions. Since 1961, Accion has helped build more than 235 financial service providers serving low-income clients in 75 countries, reaching more than 350 million people. More at https://www.accion.org.

About Accion Advisory

Accion Advisory partners with a wide range of partners (e.g. financial service providers, corporates, Fintechs, etc) around the globe to better meet the financial and other needs of undeserved individuals and small businesses.  Leveraging innovations in technology and financial services, we provide strategic operational support to our partners to help them remain the providers of choice in their dynamic markets. 

Ovante

Ovante was created by Accion Advisory as an in-housed web platform built to scale across Latin America. The end users of Ovante are microentrepreneurs who can access the platform directly from their cellphone or desktop. The platform consists of 17different topics around managerial, financial, and digital skill building and guides its users through the different course contents, introducing incentives for them to finish each topic, and providing them with tools to apply concepts learned on Ovante in their day-to-day businesses.

Ovante aims to not only provide business concepts once, but to maintain an ongoing dialogue with entrepreneurs to support the evolution of their businesses and help guide them in accessing financial services from which they could benefit. Ovante help users to have easier access to credit by providing financial services providers with alternative data that can be used to complement a credit assessment and increase the chances of Ovante´s users to get a loan.

Project Summary

Engage 100,000 MSMEs (micro, small, and medium businesses) to use Ovante through a collaborative approach with strategic partners in Mexico.  

Scope of Work and Deliverables

1. Conducting Market Research for Ovante on financial institutions, NGO’s, FinTechs, startups and other relevant actors that service MSME populations in México. 

• Deliverable: Market Research: findings, and opportunities. 

2. Conducting needs assessment of institutional partners to determine their requirements for offering Ovante to their customers. To start with it will include the following:

• Channels / Tech/ APIs if needed.
• Joint Marketing Strategy and Material
• Workshops and strategies to engage beneficiaries / end-clients

3. Institutional outreach. 

• Partnership prospecting of 100 institutions in México. 
• Target 20 institutional partners fully engaged, and 100.000 end users logged in within a 3-month period. 25,000 completing 1 program on Ovante. 
• Pipeline management for outreach to institutions, offering Ovante to their beneficiaries.

4. Assistance in coordination of event in Mexico City, in end-September 2023. Roundtable of FinTech + FSP (Financial Service Provider) + Start up + supply-chain finance / distribution network partners. (Work with PR agency as needed to plan a successful event). 

Methodology

• Desk research: gathering information from online sources such as websites, databases, and reports. 
• Phone interviews: conducting structured interviews with relevant stakeholders to gather information on their needs and requirements. 
• In-person meetings: meeting with key stakeholders to build relationships and gain deeper understanding of their needs. Ability to rapidly close deals with institutions across Mexico. 
• Data analysis: analyzing the gathered information to engage and onboard institutional partners. 

Qualifications 

• Sample business development cold email required with application. 
• 7 years of relevant business development experience
• Strong Spanish writing and communication skills required
• International development or financial services industry background preferred
• Excellent pipeline management skill and handling multiple clients' needs with a can-do attitude.
• Deep interest in international development, financial inclusion, and/or inclusive fintech and Accion’s
• Willingness to embody our values of excellence, respect and passion for social change.

Project Schedule 

Working hours are flexible. Compensation will be deliverable based. 

Duration 

6 Months  

For questions, please contact Tannaz Daruwalla / TDaruwalla@accion.org

Accion is an equal opportunity employer. We are committed to a diverse and inclusive workplace culture. Accion seeks qualified applicants without regard to race, color, gender, sex, age, religion, creed, national origin, ancestry, citizenship, marital status, sexual orientation, physical or mental disability, medical condition, military and veteran status, gender identity or expression, genetic information, change of sex or transgender status, or any other basis protected by law. Accion is committed to providing reasonable accommodations to applicants with disabilities.